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Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

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INDLS PROD DUR (fund)

167 managers (168 13F filers) reported a position in FXR shares at 2025-12-31, 7,567,374 shares in all. 20 filers opened a position and 25 filers sold out during the quarter.

Managers
167
13F filers
168
New
20
Added
32
Reduced
77
Sold out
25
Shares held by filers
7,567,374

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,420,681$113M0.02%-408,05313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,206,216$96.3M0.01%-274,36513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC605,167$48.3M0.02%-53,06013F-HRTimelineGroup
LPL Financial LLC494,181$39.5M0.01%-109,30213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/363,566$29M<0.01%-651,04113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding300,777$24M-85,673Timeline
EARNED WEALTH ADVISORS, LLC273,298$21.8M1.55%new13F-HR/ATimeline
NewSquare Capital LLC183,299$14.6M1.29%-89,73813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP163,935$13.1M0.02%-19,83113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA137,165$11M<0.01%-50,65313F-HRTimelineGroup
D.A. DAVIDSON & CO.123,781$9.89M0.06%-51,20513F-HRTimeline
Janney Montgomery Scott LLC114,217$9.12M0.02%-15,47313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.104,085$8.31M0.01%-49,09013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,966$8.22M0.01%-47,66913F-HRTimelineGroup
Summit Financial, LLC97,378$7.78M0.11%-2,62513F-HRTimeline
Modern Wealth Management, LLC97,316$7.77M0.14%+1,97413F-HRTimeline
Virtue Capital Management, LLC90,812$7.39M1.14%+56,90513F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC92,366$7.38M0.08%-87,23013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC88,979$7.11M0.23%+1,28913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,326$5.22M0.01%-7,23513F-HRTimeline
Monument Capital Management63,920$5.11M1.27%+3,16613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,591$4.68M<0.01%-54,68913F-HRTimelineGroup
Arkadios Wealth Advisors50,075$4M0.08%+43,85913F-HRTimeline
NewEdge Advisors, LLC45,910$3.67M0.01%-258,46813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,337$3.62M<0.01%+6,98013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,308$3.22M0.05%-1,13713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,516$3M<0.01%-9,78813F-HRTimelineGroup
Crumly & Associates Inc.33,874$2.71M0.57%-43213F-HRTimeline
CWM, LLCin group CWM, LLC33,630$2.69M0.01%-9,62813F-HRTimelineGroup
Regal Investment Advisors LLC33,258$2.66M0.16%-2,44713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,932$2.63M<0.01%-6913F-HR/ATimelineGroup
Cetera Investment Advisers32,323$2.58M<0.01%-15,74113F-HRTimeline
Schrum Private Wealth Management LLC25,663$2.05M1.52%-50013F-HRTimeline
GTS SECURITIES LLC25,232$2.02M0.07%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,177$2.01M0.01%-35813F-HRTimelineGroup
MTM Investment Management, LLC24,678$1.97M0.63%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,458$1.95M<0.01%new13F-HRTimelineGroup
Guided Capital Wealth Management, LLC24,027$1.92M1.34%+5313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,868$1.91M<0.01%new13F-HRTimelineGroup
TradeWell Securities, LLC.22,951$1.83M0.71%+1,48113F-HRTimeline
Cambridge Investment Research Advisors,…22,733$1.82M<0.01%-16,91013F-HRTimeline
Cyndeo Wealth Partners, LLC22,410$1.79M0.1%-59313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,245$1.78M0.08%-1,45613F-HRTimelineGroup
Paragon Private Wealth Management, LLC21,197$1.69M0.52%-35313F-HRTimeline
Purus Wealth Management, LLC20,821$1.66M0.52%-30813F-HRTimeline
Apeiron RIA LLC18,261$1.58M0.32%-67513F-HRTimeline
Advisory Services Network, LLC19,626$1.57M0.02%-235,95113F-HRTimeline
WIN ADVISORS, INC19,343$1.54M0.66%new13F-HRTimeline
Qube Research & Technologies Ltd19,008$1.52M<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,225$1.46M0.03%-1,06613F-HRTimeline
Sound Income Strategies, LLC16,618$1.45M0.07%+16,61813F-HRTimeline
HighTower Advisors, LLC17,233$1.38M<0.01%-2,32313F-HRTimeline
Private Advisor Group, LLC15,723$1.26M0.01%-11,48213F-HRTimeline
Prosperity Consulting Group, LLC15,488$1.24M0.06%-39913F-HRTimeline
HFG Advisors, Inc.14,694$1.17M0.85%-2313F-HRTimeline
Gladstone Institutional Advisory LLC14,174$1.13M0.04%-13,15713F-HRTimeline
Prospera Financial Services Inc14,135$1.13M0.02%-38313F-HRTimeline
Farther Finance Advisors, LLC13,470$1.08M0.01%+813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC13,361$1.07M0.36%-3,76113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,202$1.05M<0.01%+1,24713F-HRTimelineGroup
Coppell Advisory Solutions LLC13,052$1.05M0.1%+5413F-HRTimeline
Retirement Planning Group, LLC12,794$1.02M0.03%-34713F-HRTimeline
Well Done, LLC12,135$969K0.14%013F-HRTimeline
Wealthfront Advisers LLC11,893$950K<0.01%+2,04213F-HRTimeline
TriaGen Wealth Management LLC11,366$908K0.23%-18,24713F-HRTimeline
WCG Wealth Advisors LLC10,500$839K0.02%-68,37313F-HRTimeline
Dynamic Advisor Solutions LLC9,711$776K0.02%new13F-HRTimeline
Asset One Wealth Management LLC8,835$763K0.1%13F-HRTimeline
J.W. COLE ADVISORS, INC.9,413$752K0.02%+1413F-HRTimeline
CENTAURUS FINANCIAL, INC.9,294$742K0.03%-25413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,173$733K0.02%+9,16613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,689$694K0.03%+32113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,608$688K<0.01%+1,81513F-HRTimelineGroup
AlphaCore Capital LLC8,369$668K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC8,077$645K0.09%new13F-HRTimeline
Pacific Sun Financial Corp7,930$633K0.31%-3013F-HRTimeline
&PARTNERS9,518$592K<0.01%+5,92913F-HRTimeline
Nilsine Partners, LLC7,265$580K0.05%-267,75913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,838$577K<0.01%-38213F-HRTimeline
COMERICA BANK6,680$534K<0.01%-7513F-HRTimeline
GREAT LAKES ADVISORS, LLC6,651$531K<0.01%-13813F-HRTimeline
FLOW TRADERS U.S. LLC6,067$485K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,883$470K0.01%-14613F-HRTimelineGroup
Southland Equity Partners LLC5,599$447K0.09%-1,61113F-HRTimeline
MAI Capital Management5,120$409K<0.01%-1,67513F-HRTimeline
Cornerstone Wealth Management, LLC5,108$408K0.02%+31713F-HRTimeline
AE Wealth Management LLC4,959$396K<0.01%+3,38213F-HRTimeline
Harvest Investment Services, LLC4,932$394K0.07%-17413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,755$384K0.03%-5213F-HRTimeline
WealthBridge Capital Management, LLC4,724$377K0.09%-4113F-HRTimeline
Trueblood Wealth Management, LLC4,697$375K0.15%+613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,688$374K0.13%+3,75613F-HRTimeline
BETO FINANCIAL GROUP, LLC3,998$345K0.23%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,321$345K0.23%+113F-HRTimeline
Meridian Wealth Management, LLC4,261$340K0.01%-1,18013F-HRTimeline
BIP Wealth, LLC4,177$334K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,002$320K0.1%013F-HRTimeline
Novak & Powell Financial Services, Inc.3,997$319K0.17%-313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,972$317K0.02%-5513F-HRTimeline
Quad-Cities Investment Group, LLC3,951$316K0.13%-4313F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,900$311K0.22%013F-HRTimeline
MGO ONE SEVEN LLC3,847$307K0.01%013F-HRTimeline
SAPIENT CAPITAL LLC3,794$306K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,727$298K<0.01%+55413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,712$296K<0.01%-87313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,702$296K0.01%-24913F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,425$295K0.07%013F-HRTimeline
HRT FINANCIAL LP3,470$277K<0.01%-30,55913F-HRTimeline
Kovack Advisors, Inc.3,462$277K0.01%-1,15813F-HR/ATimeline
KPP Advisory Services LLC3,407$272K0.04%013F-HRTimeline
CoreCap Advisors, LLC3,395$271K0.01%-1,45213F-HRTimeline
Ridgeline Wealth Planning, LLC3,359$268K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,328$266K<0.01%-19913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,287$263K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,285$262K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,274$261K<0.01%+2,28413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,194$255K<0.01%-6013F-HRTimelineGroup
CHOREO, LLC3,130$253K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,079$246K<0.01%+4913F-HRTimeline
Waverly Advisors, LLC3,020$241K<0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC2,910$232K0.04%-9,50313F-HRTimeline
Prime Capital Investment Advisors, LLC2,807$224K<0.01%+613F-HRTimeline
Geneos Wealth Management Inc.2,734$218K0.01%+513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,678$214K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC2,650$212K0.03%013F-HRTimeline
Founders Financial Alliance, LLC1,813$145K0.03%-1,44313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,297$104K<0.01%+37413F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,207$96.4K0.01%-21613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,172$93.6K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC1,056$84.4K0.02%-33113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,015$81.1K<0.01%013F-HRTimelineGroup
CX Institutional861$69K<0.01%-5,44113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/780$62.3K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC766$61.2K0.04%13F-HRTimeline
FAS Wealth Partners, Inc.585$46.8K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC575$45.9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…572$45.7K<0.01%-28,49313F-HRTimelineGroup
Global Retirement Partners, LLC493$39.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.473$37.8K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC446$35.6K0.02%013F-HRTimeline
Stephens Consulting, LLC425$34K0.01%013F-HRTimeline
GAMMA Investing LLC398$31.8K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC388$31K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC378$30.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.339$27.1K<0.01%-8713F-HRTimeline
Dunhill Financial, LLC291$23.2K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.258$20.6K0.01%-25813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC242$19.3K<0.01%+5813F-HRTimelineGroup
Westside Investment Management, Inc.213$17K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC206$16.5K<0.01%new13F-HRTimeline
Bullseye Investment Management, LLC200$16K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC184$14.7K<0.01%+14813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management156$12.5K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.104$8.31K0.01%013F-HRTimeline
IFP Advisors, Inc100$7.99K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$7.59K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…95$7.59K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…75$5.99K<0.01%013F-HRTimeline
NFSG Corp75$5.99K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$5.19K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA50$3.99K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$3.83K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC44$3.52K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.96K<0.01%013F-HRTimeline
Motiv8 Investments LLC9$1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$240<0.01%013F-HRTimeline
Realta Investment Advisors1$53<0.01%-9,51413F-HRTimeline