Skip to content
Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

Follow

INDLS PROD DUR (fund)

178 managers (178 13F filers) reported a position in FXR shares at 2025-06-30, 21,298,744 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
178
13F filers
178
New
16
Added
45
Reduced
76
Sold out
13
Shares held by filers
21,298,744

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,276,667$763M0.61%-246,14313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,862,152$138M0.03%-87,08213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,499,019$111M0.01%-51,05913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,018,005$75.6M0.01%-304,41913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC675,013$50.1M0.02%-12,94313F-HRTimelineGroup
LPL Financial LLC597,385$44.3M0.01%-75,90113F-HRTimeline
UBS Group AGin group UBS Group AG391,266$29M0.01%-35,96713F-HRTimelineGroup
NewEdge Advisors, LLC315,712$23.4M0.12%+13,83713F-HRTimeline
O'Dell Group, LLC310,979$23.1M5.76%-4,88713F-HRTimeline
NewSquare Capital LLC276,524$20.5M1.53%-45113F-HRTimeline
Advisory Services Network, LLC257,724$19.9M0.32%-67113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,487$17.4M<0.01%-15,03513F-HR/ATimelineGroup
Nilsine Partners, LLC229,519$17M1.72%-42,64813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.201,032$14.9M0.03%-16,54713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP182,305$13.5M0.02%+4,17913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC174,212$12.9M0.16%+4,74013F-HRTimelineGroup
D.A. DAVIDSON & CO.172,526$12.8M0.09%-13,55413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP144,779$10.7M0.01%-12,01113F-HRTimelineGroup
Janney Montgomery Scott LLC136,473$10.1M0.03%-5,76213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,487$8.65M<0.01%+36,05513F-HRTimelineGroup
Summit Financial, LLC100,381$7.45M0.17%+3,53713F-HRTimeline
Virtue Capital Management, LLC97,048$7.2M1.33%-3,58913F-HRTimeline
Modern Wealth Management, LLC95,393$7.08M0.18%-1,09313F-HR/ATimeline
Guided Capital Wealth Management, LLC94,200$6.99M5.39%-1,03413F-HRTimeline
WCG Wealth Advisors LLC87,760$6.51M0.42%+3,39613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,136$5.5M0.01%-2,27013F-HRTimeline
Monument Capital Management65,259$4.84M1.26%+82313F-HRTimeline
Proactive Wealth Strategies LLC54,911$4.08M1.92%-27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,454$3.89M0.01%+8,35013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,185$3.8M0.05%-9,31313F-HRTimelineGroup
Cetera Investment Advisers47,769$3.55M0.01%-1,55213F-HRTimeline
HARBOUR INVESTMENTS, INC.47,725$3.54M0.09%+2,32913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC46,309$3.44M0.6%+3,78113F-HRTimeline
Vestmark Advisory Solutions, Inc.45,844$3.4M0.05%+20,37813F-HRTimeline
CWM, LLCin group CWM, LLC42,495$3.15M0.01%-14,60413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC42,364$3.14M0.06%+32,60413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,209$3.06M<0.01%+31,37913F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,304$2.77M0.01%-27113F-HRTimeline
Crumly & Associates Inc.34,306$2.55M0.62%-22813F-HRTimeline
GTS SECURITIES LLC33,978$2.52M0.11%new13F-HRTimeline
Regal Investment Advisors LLC33,688$2.5M0.19%+1,48613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,276$2.47M0.01%-36513F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,926$2.3M0.22%+31113F-HRTimelineGroup
TriaGen Wealth Management LLC30,180$2.24M0.68%+13,92113F-HRTimeline
Gladstone Institutional Advisory LLC28,270$2.1M0.09%-14,35213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,800$1.99M0.01%+2,00013F-HRTimelineGroup
Schrum Private Wealth Management LLC26,163$1.94M1.56%013F-HRTimeline
Private Advisor Group, LLC25,445$1.89M0.01%-13413F-HRTimeline
MTM Investment Management, LLC25,093$1.86M0.63%-63713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,984$1.85M0.09%+69113F-HRTimelineGroup
Paragon Private Wealth Management, LLC24,539$1.82M0.73%-1,91113F-HRTimeline
Cyndeo Wealth Partners, LLC23,852$1.77M0.1%-1,81513F-HRTimeline
HighTower Advisors, LLC23,675$1.76M<0.01%-2,73313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC23,252$1.73M0.65%013F-HRTimeline
Strategic Blueprint, LLC22,541$1.67M0.08%-73913F-HRTimeline
Purus Wealth Management, LLC21,381$1.59M0.55%-12513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,905$1.55M<0.01%-8,68513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC20,226$1.5M0.06%new13F-HRTimeline
Apeiron RIA LLC19,689$1.46M0.38%-1,22513F-HRTimeline
TradeWell Securities, LLC.19,603$1.45M0.7%+84013F-HRTimeline
Element Wealth, LLC19,531$1.45M0.67%new13F-HRTimeline
DAVENPORT & Co LLC18,842$1.4M0.01%-49113F-HRTimeline
WMG Financial Advisors, LLC18,710$1.39M0.51%-80713F-HRTimeline
Davis Investment Partners, LLC17,703$1.34M0.48%+29213F-HRTimeline
Prosperity Consulting Group, LLC15,719$1.17M0.09%-37913F-HRTimeline
Outlook Wealth Advisors, LLC15,119$1.12M0.29%+11013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15,111$1.12M0.14%+15,09013F-HRTimeline
HFG Advisors, Inc.14,713$1.09M0.86%-42713F-HRTimeline
Prospera Financial Services Inc14,007$1.04M0.02%+9,47113F-HRTimeline
Tudor Financial Inc.13,882$1.03M0.58%-1,10413F-HRTimeline
Farther Finance Advisors, LLC13,635$1.01M0.02%-1,50413F-HRTimeline
Coppell Advisory Solutions LLC13,529$1M0.12%013F-HR/ATimeline
Well Done, LLC12,135$901K0.17%013F-HRTimeline
TRUST CO OF OKLAHOMA11,262$836K0.27%-2,94813F-HRTimeline
Wealthfront Advisers LLC10,524$781K<0.01%+2,36113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,444$774K<0.01%+1,73213F-HRTimelineGroup
Realta Investment Advisors9,760$724K0.29%+82713F-HRTimeline
MinichMacGregor Wealth Management, LLC9,634$715K0.15%+20713F-HRTimeline
SPC Financial, Inc.9,474$703K0.06%-84913F-HRTimeline
CENTAURUS FINANCIAL, INC.9,427$700K0.04%+25713F-HRTimeline
J.W. COLE ADVISORS, INC.9,385$697K0.01%+1113F-HRTimeline
Retirement Planning Group, LLC9,141$678K0.03%013F-HRTimeline
Pacific Sun Financial Corp7,960$591K0.31%+10013F-HRTimeline
B. Riley Wealth Advisors, Inc.7,916$588K0.03%-2,59513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,455$572K<0.01%-46213F-HRTimeline
LANARK FINANCIAL, INC.7,596$563K0.05%+6,74713F-HRTimeline
MML INVESTORS SERVICES, LLC7,355$546K<0.01%-1,67313F-HRTimeline
Southland Equity Partners LLC7,210$535K0.12%013F-HRTimeline
MAI Capital Management6,935$515K<0.01%-2,84513F-HRTimeline
GREAT LAKES ADVISORS, LLC6,818$506K<0.01%-12013F-HRTimeline
COMERICA BANK6,755$501K<0.01%+36713F-HRTimeline
Transce3nd, LLC6,501$486K0.21%-89013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,029$447K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC5,470$406K0.02%-16413F-HRTimeline
Meridian Wealth Management, LLC5,441$404K0.02%-4813F-HRTimeline
Harvest Investment Services, LLC5,364$398K0.09%-88713F-HRTimeline
Arkadios Wealth Advisors5,107$379K0.01%+27113F-HRTimeline
Claro Advisors Inc.5,096$378K0.06%+22513F-HRTimeline
Cornerstone Wealth Management, LLC5,036$374K0.02%+213F-HRTimeline
Trueblood Wealth Management, LLC4,683$348K0.15%+413F-HRTimeline
Quad-Cities Investment Group, LLC4,553$338K0.15%+213F-HRTimeline
CX Institutional4,461$331K0.01%-32,35013F-HR/ATimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,322$321K0.26%+113F-HRTimeline
Garden State Investment Advisory Servic…4,302$319K0.09%+38613F-HRTimeline
Kovack Advisors, Inc.4,270$317K0.03%-62113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,042$300K0.15%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,027$299K0.02%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,000$297K0.21%-10013F-HRTimeline
MGO ONE SEVEN LLC3,994$296K0.01%-52413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,990$296K<0.01%-2,14413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,941$293K0.01%-28013F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC3,900$289K0.23%-10013F-HRTimeline
WealthBridge Capital Management, LLC3,888$289K0.07%+1613F-HRTimeline
&PARTNERS3,782$281K<0.01%-43313F-HRTimeline
Kraft, Davis & Associates, LLC3,425$271K0.07%013F-HRTimeline
KPP Advisory Services LLC3,407$253K0.04%013F-HR/ATimeline
Ridgeline Wealth Planning, LLC3,359$249K0.21%013F-HRTimeline
FMR LLCin group FMR LLC3,260$242K<0.01%-92813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,254$242K<0.01%-1,35613F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC3,223$239K0.05%013F-HRTimeline
CHOREO, LLC3,130$232K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,030$225K<0.01%-51413F-HRTimeline
RFG Advisory, LLC3,009$223K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,796$207K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,725$202K<0.01%-1,60713F-HRTimeline
Bellwether Advisors, LLC2,650$197K0.03%-30013F-HRTimeline
EP Wealth Advisors, LLC2,182$162K<0.01%+57513F-HRTimeline
Founders Financial Alliance, LLC2,095$156K0.04%-1,08313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,754$130K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,443$108K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,374$102K<0.01%-6,06313F-HRTimelineGroup
REAP Financial Group, LLC1,373$102K0.02%-86013F-HRTimeline
PRIVATE TRUST CO NA1,234$91.6K0.01%-92013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,150$85.4K<0.01%013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC1,091$82.6K0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,015$75.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,002$74.4K<0.01%+13313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/990$73.5K<0.01%013F-HRTimelineGroup
MOTCO900$69.5K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED867$64.4K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…835$62K<0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/780$57.9K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB751$55.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC750$55.7K<0.01%013F-HR/ATimeline
FAS Wealth Partners, Inc.583$43.3K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC575$42.7K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC500$39.1K0.01%new13F-HRTimeline
Global Retirement Partners, LLC492$36.5K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.473$35.1K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC446$33.1K0.02%new13F-HRTimeline
Stephens Consulting, LLC425$31.5K0.01%+113F-HRTimeline
GAMMA Investing LLC398$29.5K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC378$28.1K0.01%-44913F-HRTimeline
AE Wealth Management LLC343$25.5K<0.01%-55013F-HRTimeline
Hughes Financial Services, LLC289$22.2K<0.01%+13913F-HRTimeline
Dunhill Financial, LLC291$21.6K0.01%new13F-HRTimeline
Westside Investment Management, Inc.213$15.8K<0.01%013F-HRTimeline
WFA Asset Management Corp231$15.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC210$15.6K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC184$13.7K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management165$12.3K<0.01%-24,10713F-HRTimelineGroup
Park Square Financial Group, LLC164$12.2K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.104$7.72K0.01%013F-HRTimeline
IFP Advisors, Inc100$7.43K<0.01%-10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$7.05K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…75$5.57K<0.01%013F-HRTimeline
NFSG Corp75$5.57K<0.01%013F-HRTimeline
TSFG, LLC70$5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$4.82K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA50$3.71K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$3.56K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC44$3.27K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.75K<0.01%-3613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC37$2.75K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36$2.67K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc21$1.56K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$223<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.