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Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

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INDLS PROD DUR (fund)

173 managers (173 13F filers) reported a position in FXR shares at 2025-09-30, 20,658,228 shares in all. 11 filers opened a position and 14 filers sold out during the quarter.

Managers
173
13F filers
173
New
11
Added
45
Reduced
72
Sold out
14
Shares held by filers
20,658,228

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LP9,981,455$779M0.58%-295,21213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,828,734$143M0.03%-33,41813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,480,581$116M0.01%-18,43813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,014,607$79.2M0.01%-3,39813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC658,227$51.4M0.02%-16,78613F-HRTimelineGroup
LPL Financial LLC603,483$47.1M0.01%+6,09813F-HRTimeline
UBS Group AGin group UBS Group AG386,450$30.2M0.01%-4,81613F-HRTimelineGroup
O'Dell Group, LLC318,657$24.9M5.34%+7,67813F-HRTimeline
NewEdge Advisors, LLC304,378$23.8M0.11%-11,33413F-HRTimeline
Nilsine Partners, LLC275,024$21.5M1.93%+45,50513F-HRTimeline
NewSquare Capital LLC273,037$21.3M1.45%-3,48713F-HRTimeline
Advisory Services Network, LLC255,577$20M0.29%-2,14713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA187,818$14.7M<0.01%-46,66913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP183,766$14.3M0.02%+1,46113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC179,596$14M0.16%+5,38413F-HRTimelineGroup
D.A. DAVIDSON & CO.174,986$13.7M0.09%+2,46013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,175$12M0.02%-47,85713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,635$11.8M0.01%+5,85613F-HRTimelineGroup
Janney Montgomery Scott LLC129,690$10.1M0.02%-6,78313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,280$8.84M<0.01%-3,20713F-HRTimelineGroup
Summit Financial, LLC100,003$7.81M0.12%-37813F-HRTimeline
Modern Wealth Management, LLC95,342$7.44M0.15%-5113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC87,690$6.85M0.23%+67,46413F-HRTimeline
WCG Wealth Advisors LLC78,873$6.16M0.39%-8,88713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,561$5.66M0.01%-1,57513F-HRTimeline
Monument Capital Management60,754$4.74M1.19%-4,50513F-HRTimeline
Proactive Wealth Strategies LLC53,106$4.15M1.78%-1,80513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,562$3.95M0.05%-62313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$3.9M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers48,064$3.75M<0.01%+29513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,304$3.74M0.01%-5,15013F-HRTimelineGroup
CWM, LLCin group CWM, LLC43,258$3.38M0.01%+76313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC41,445$3.24M0.05%-91913F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,643$3.1M0.01%+2,33913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,357$2.99M<0.01%+17,45213F-HRTimelineGroup
Regal Investment Advisors LLC35,705$2.79M0.18%+2,01713F-HRTimeline
Crumly & Associates Inc.34,306$2.68M0.59%013F-HRTimeline
HRT FINANCIAL LP34,029$2.66M0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,001$2.58M0.01%-27513F-HRTimelineGroup
TriaGen Wealth Management LLC29,613$2.31M0.6%-56713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…29,065$2.27M0.19%-1,86113F-HRTimelineGroup
Gladstone Institutional Advisory LLC27,331$2.13M0.08%-93913F-HRTimeline
Private Advisor Group, LLC27,205$2.12M0.01%+1,76013F-HRTimeline
Schrum Private Wealth Management LLC26,163$2.04M1.5%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,535$1.99M0.01%-1,26513F-HRTimelineGroup
MTM Investment Management, LLC24,678$1.93M0.61%-41513F-HRTimeline
Guided Capital Wealth Management, LLC23,974$1.87M1.6%-70,22613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,701$1.85M0.08%-1,28313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC23,003$1.8M0.1%-84913F-HRTimeline
Vestmark Advisory Solutions, Inc.22,468$1.75M0.03%-23,37613F-HRTimeline
Paragon Private Wealth Management, LLC21,550$1.68M0.55%-2,98913F-HRTimeline
TradeWell Securities, LLC.21,470$1.68M0.7%+1,86713F-HRTimeline
Purus Wealth Management, LLC21,129$1.65M0.53%-25213F-HRTimeline
NAVELLIER & ASSOCIATES INC19,777$1.54M0.16%new13F-HRTimeline
Element Wealth, LLC19,723$1.54M0.67%+19213F-HRTimeline
HighTower Advisors, LLC19,556$1.53M<0.01%-4,11913F-HRTimeline
HARBOUR INVESTMENTS, INC.19,291$1.51M0.03%-28,43413F-HRTimeline
Apeiron RIA LLC18,936$1.46M0.33%-75313F-HRTimeline
Davis Investment Partners, LLC18,134$1.42M0.48%+43113F-HRTimeline
WMG Financial Advisors, LLC17,721$1.38M0.46%-98913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,122$1.34M0.46%-6,13013F-HRTimeline
Prosperity Consulting Group, LLC15,887$1.24M0.06%+16813F-HRTimeline
HFG Advisors, Inc.14,717$1.15M0.85%+413F-HRTimeline
Prospera Financial Services Inc14,518$1.14M0.02%+51113F-HRTimeline
Farther Finance Advisors, LLC13,462$1.05M0.02%-17313F-HRTimeline
Retirement Planning Group, LLC13,141$1.03M0.04%+4,00013F-HRTimeline
Tudor Financial Inc.13,124$1.02M0.54%-75813F-HRTimeline
Coppell Advisory Solutions LLC12,998$1.01M0.11%-53113F-HRTimeline
TRUST CO OF OKLAHOMA12,417$969K0.29%+1,15513F-HRTimeline
MinichMacGregor Wealth Management, LLC12,413$969K0.19%+2,77913F-HRTimeline
Well Done, LLC12,135$947K0.16%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,955$928K<0.01%+1,51113F-HRTimelineGroup
Wealthfront Advisers LLC9,851$769K<0.01%-67313F-HRTimeline
CENTAURUS FINANCIAL, INC.9,548$745K0.03%+12113F-HRTimeline
Realta Investment Advisors9,515$743K0.25%-24513F-HRTimeline
SPC Financial, Inc.9,468$739K0.06%-613F-HRTimeline
J.W. COLE ADVISORS, INC.9,399$734K0.01%+1413F-HRTimeline
B. Riley Wealth Advisors, Inc.8,368$653K0.03%+45213F-HRTimeline
Pacific Sun Financial Corp7,960$621K0.3%013F-HRTimeline
Virtue Capital Management, LLC33,907$582K0.09%-63,14113F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,220$567K<0.01%-23513F-HRTimeline
Southland Equity Partners LLC7,210$563K0.11%013F-HRTimeline
MAI Capital Management6,795$530K<0.01%-14013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,793$530K<0.01%+5,03913F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC6,789$530K<0.01%-2913F-HRTimeline
COMERICA BANK6,755$527K<0.01%013F-HRTimeline
CX Institutional6,302$492K0.01%+1,84113F-HRTimeline
Arkadios Wealth Advisors6,216$485K0.01%+1,10913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,029$471K0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC5,441$425K0.02%013F-HRTimeline
Harvest Investment Services, LLC5,106$399K0.08%-25813F-HRTimeline
CoreCap Advisors, LLC4,847$378K0.01%-62313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,807$375K0.03%+3,94013F-HRTimeline
Cornerstone Wealth Management, LLC4,791$374K0.02%-24513F-HRTimeline
WealthBridge Capital Management, LLC4,765$372K0.09%+87713F-HRTimeline
Trueblood Wealth Management, LLC4,691$366K0.14%+813F-HRTimeline
Claro Advisors Inc.4,659$364K0.05%-43713F-HRTimeline
Kovack Advisors, Inc.4,620$361K0.03%+35013F-HRTimeline
MML INVESTORS SERVICES, LLC4,585$358K<0.01%-2,77013F-HRTimeline
Strategic Blueprint, LLC4,346$339K0.01%-18,19513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,320$337K0.24%-213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,002$312K0.14%-4013F-HRTimeline
Novak & Powell Financial Services, Inc.4,000$312K0.16%013F-HRTimeline
Quad-Cities Investment Group, LLC3,994$312K0.13%-55913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,951$308K0.01%+1013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,027$305K0.02%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,900$304K0.22%013F-HRTimeline
MGO ONE SEVEN LLC3,847$300K0.01%-14713F-HRTimeline
&PARTNERS3,589$280K<0.01%-19313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,527$275K<0.01%-46313F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,425$271K0.07%013F-HRTimeline
KPP Advisory Services LLC3,407$266K0.04%013F-HRTimeline
Ridgeline Wealth Planning, LLC3,359$262K0.2%013F-HRTimeline
Founders Financial Alliance, LLC3,256$254K0.05%+1,16113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,254$254K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3,173$248K<0.01%-8713F-HRTimelineGroup
CHOREO, LLC3,130$244K<0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,100$242K<0.01%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…3,067$239K0.06%-1,23513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,060$239K0.04%-16313F-HRTimeline
Steward Partners Investment Advisory, L…3,030$237K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,801$219K<0.01%+513F-HRTimeline
Geneos Wealth Management Inc.2,729$213K0.01%+413F-HRTimeline
Jaffetilchin Investment Partners, LLC2,655$207K0.01%new13F-HRTimeline
Bellwether Advisors, LLC2,650$207K0.03%013F-HRTimeline
AE Wealth Management LLC1,577$123K<0.01%+1,23413F-HRTimeline
Sunbelt Securities, Inc.1,423$111K0.01%-2013F-HRTimeline
REAP Financial Group, LLC1,387$108K0.02%+1413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,172$91.5K<0.01%+2213F-HRTimelineGroup
PRIVATE TRUST CO NA1,066$83.2K0.01%-16813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,015$79.2K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/990$77.3K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…932$72.8K0.14%-14,17913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…923$72K<0.01%-7913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…837$65.3K<0.01%+213F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/780$60.9K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC750$58.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.584$45.6K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC575$44.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.516$40.3K0.02%new13F-HRTimeline
Global Retirement Partners, LLC493$38.4K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB490$38.2K<0.01%-26113F-HR/ATimeline
Physician Wealth Advisors, Inc.473$36.9K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC446$34.8K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.426$33.3K<0.01%-7,17013F-HRTimeline
Stephens Consulting, LLC425$33.2K0.01%013F-HRTimeline
GAMMA Investing LLC398$31.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC388$30.3K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC378$29.5K0.01%013F-HR/ATimeline
MATHER GROUP, LLC.348$27.2K<0.01%new13F-HRTimeline
Dunhill Financial, LLC291$22.7K0.01%013F-HRTimeline
Wealthspire Advisors, LLC240$18.7K<0.01%new13F-HRTimeline
WFA Asset Management Corp232$17.6K0.01%+113F-HRTimeline
Westside Investment Management, Inc.213$16.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC210$16.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC184$14.4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management156$12.2K<0.01%-913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.104$8.12K0.01%013F-HRTimeline
IFP Advisors, Inc100$7.81K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$7.42K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…75$5.86K<0.01%013F-HRTimeline
NFSG Corp75$5.86K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$5.07K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA50$3.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$3.75K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC44$3.44K<0.01%013F-HRTimeline
Versant Capital Management, Inc43$3.36K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC37$2.89K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36$2.81K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc21$1.65K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$546<0.01%-1,36713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.3$235<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.