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Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

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INDLS PROD DUR (fund)

164 managers (165 13F filers) reported a position in FXR shares at 2026-03-31, 5,852,154 shares in all. 23 filers opened a position and 22 filers sold out during the quarter.

Managers
164
13F filers
165
New
23
Added
34
Reduced
63
Sold out
22
Shares held by filers
5,852,154

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY908,603$74.2M<0.01%-297,61313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN846,763$69.1M0.01%-573,91813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC521,961$42.6M0.01%-83,20613F-HRTimelineGroup
LPL Financial LLC408,052$33.3M0.01%-86,12913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/395,475$32.3M<0.01%+31,90913F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC272,783$22.3M1.49%-51513F-HRTimeline
UBS Group AGgroup of 2 filers holding211,610$17.3M-89,167Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP158,515$12.9M0.02%-5,42013F-HRTimelineGroup
D.A. DAVIDSON & CO.122,713$10M0.06%-1,06813F-HRTimeline
Janney Montgomery Scott LLC111,076$9.07M0.02%-3,14113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC103,682$8.46M<0.01%+45,09113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,291$8.27M0.01%-2,79413F-HRTimelineGroup
Modern Wealth Management, LLC96,688$7.98M0.14%-62813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP90,180$7.36M0.01%-12,78613F-HRTimelineGroup
Virtue Capital Management, LLC82,264$6.49M0.99%-8,54813F-HRTimeline
Cambridge Investment Research Advisors,…78,332$6.39M0.02%+55,59913F-HRTimeline
Monument Capital Management63,885$5.21M1.31%-3513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,829$4.88M<0.01%-77,33613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,957$4.65M0.01%-8,36913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.08M<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,784$3.33M0.03%-51,58213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC38,900$3.18M0.05%-1,40813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,358$3.13M<0.01%+84213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,210$2.79M<0.01%-11,12713F-HRTimelineGroup
Crumly & Associates Inc.33,874$2.77M0.58%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,174$2.71M<0.01%+24213F-HRTimelineGroup
Cetera Investment Advisers31,409$2.56M<0.01%-91413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,123$2.54M<0.01%+6,66513F-HRTimelineGroup
Regal Investment Advisors LLC29,514$2.41M0.14%-3,74413F-HRTimeline
NewEdge Advisors, LLC27,985$2.28M0.01%-17,92513F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,780$2.19M0.01%+1,60313F-HRTimelineGroup
Schrum Private Wealth Management LLC25,663$2.09M1.6%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,307$2.07M<0.01%+1,43913F-HRTimelineGroup
MTM Investment Management, LLC24,378$1.99M0.63%-30013F-HRTimeline
Arkadios Wealth Advisors23,313$1.9M0.03%-26,76213F-HRTimeline
Summit Financial, LLC21,261$1.74M0.02%-76,11713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,668$1.73M<0.01%+8,46613F-HRTimelineGroup
Purus Wealth Management, LLC20,423$1.67M0.53%-39813F-HRTimeline
Paragon Private Wealth Management, LLC20,333$1.66M0.52%-86413F-HRTimeline
Wealthfront Advisers LLC18,983$1.55M<0.01%+7,09013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,809$1.54M0.02%+58413F-HRTimeline
NAVELLIER & ASSOCIATES INC17,731$1.45M0.15%new13F-HRTimeline
HighTower Advisors, LLC17,233$1.41M<0.01%013F-HRTimeline
Sound Income Strategies, LLC16,058$1.32M0.06%-56013F-HRTimeline
Apeiron RIA LLC16,068$1.31M0.3%-2,19313F-HRTimeline
Prosperity Consulting Group, LLC15,309$1.25M0.06%-17913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,648$1.2M<0.01%new13F-HRTimelineGroup
CX Institutional13,949$1.14M0.03%+13,08813F-HRTimeline
Farther Finance Advisors, LLC13,450$1.11M0.01%-2013F-HRTimeline
Private Advisor Group, LLC13,059$1.07M<0.01%-2,66413F-HRTimeline
Prospera Financial Services Inc12,913$1.06M0.02%-1,22213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,681$1.04M0.32%-68013F-HRTimeline
Retirement Planning Group, LLC12,558$1.03M0.03%-23613F-HRTimeline
Well Done, LLC12,135$991K0.15%013F-HRTimeline
Independent Advisor Alliance10,282$839K0.01%new13F-HRTimeline
WCG Wealth Advisors LLC10,140$828K0.02%-36013F-HRTimeline
HRT FINANCIAL LP9,702$791K<0.01%+6,23213F-HRTimeline
Asset One Wealth Management LLC8,835$780K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.8,949$731K0.02%-46413F-HRTimeline
CENTAURUS FINANCIAL, INC.8,551$698K0.03%-74313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,350$682K<0.01%new13F-HRTimeline
AlphaCore Capital LLC8,269$675K0.02%-10013F-HRTimeline
Pacific Sun Financial Corp7,940$648K0.31%+1013F-HRTimeline
TradeWell Securities, LLC.7,814$638K0.27%-15,13713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,680$545K<0.01%new13F-HRTimelineGroup
EQUITABLE TRUST CO6,587$538K0.02%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC6,346$518K<0.01%-30513F-HRTimeline
HFG Advisors, Inc.6,297$514K0.36%-8,39713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,413$506K<0.01%-2,19513F-HR/ATimelineGroup
FMR LLCin group FMR LLC5,933$484K<0.01%+2,20613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,883$480K0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,754$470K0.01%-83,22513F-HRTimeline
MGO ONE SEVEN LLC5,747$469K0.01%+1,90013F-HRTimeline
BIP Wealth, LLC5,604$457K0.02%+1,42713F-HRTimeline
Southland Equity Partners LLC5,599$457K0.09%013F-HRTimeline
FLOW TRADERS U.S. LLC5,521$451K0.01%-54613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,254$431K<0.01%-1,58413F-HRTimeline
Cornerstone Wealth Management, LLC5,109$417K0.02%+113F-HRTimeline
WealthBridge Capital Management, LLC5,094$416K0.1%+37013F-HRTimeline
Harvest Investment Services, LLC4,955$404K0.07%+2313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,888$399K0.03%+13313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,688$383K0.16%013F-HRTimeline
MAI Capital Management4,600$376K<0.01%-52013F-HRTimeline
Trueblood Wealth Management, LLC4,322$353K0.14%-37513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,320$353K0.23%-113F-HRTimeline
Meridian Wealth Management, LLC4,261$348K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,167$340K<0.01%+45513F-HRTimeline
Novak & Powell Financial Services, Inc.3,997$326K0.18%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,947$326K0.02%-2513F-HRTimeline
RPg Family Wealth Advisory, LLC3,983$325K0.07%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,979$325K0.16%-2313F-HRTimeline
Quad-Cities Investment Group, LLC3,930$321K0.13%-2113F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,900$318K0.23%013F-HRTimeline
Risk Paradigm Group, LLC3,840$313K0.27%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,734$305K<0.01%+46013F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,425$300K0.06%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,668$299K0.01%-3413F-HRTimelineGroup
&PARTNERS3,638$297K<0.01%-5,88013F-HRTimeline
Steward Partners Investment Advisory, L…3,622$296K<0.01%+54313F-HRTimeline
BETO FINANCIAL GROUP, LLC3,365$294K0.17%-63313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,515$287K<0.01%+2,50013F-HRTimelineGroup
Ridgeline Wealth Planning, LLC3,359$274K0.2%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,329$272K<0.01%+113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,308$270K0.03%-4,76913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,306$270K<0.01%+11213F-HRTimelineGroup
Geneos Wealth Management Inc.3,237$264K0.01%+50313F-HRTimeline
CoreCap Advisors, LLC3,152$257K0.01%-24313F-HRTimeline
CHOREO, LLC3,107$254K<0.01%-2313F-HRTimeline
Waverly Advisors, LLC3,020$247K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC3,004$245K0.04%+1,19113F-HRTimeline
Gateway Wealth Partners, LLC2,978$243K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,882$235K<0.01%+7513F-HRTimeline
MinichMacGregor Wealth Management, LLC2,910$230K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,678$219K<0.01%013F-HRTimeline
Bellwether Advisors, LLC2,650$216K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,503$204K<0.01%new13F-HRTimelineGroup
TruWealth Advisors, LLC2,501$204K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,459$201K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,974$161K<0.01%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC1,708$139K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,535$125K<0.01%-32,09513F-HRTimelineGroup
AE Wealth Management LLC1,514$124K<0.01%-3,44513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,297$106K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,277$104K0.01%+7013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,172$95.7K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,110$90.6K<0.01%-18,51613F-HRTimeline
REAP Financial Group, LLC1,057$86.3K0.02%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/780$63.7K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC766$62.5K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.586$47.8K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC575$46.9K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC500$40.8K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.473$38.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC446$36.4K0.02%013F-HRTimeline
GAMMA Investing LLC398$32.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC378$30.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC357$29.2K0.01%new13F-HRTimeline
MATHER GROUP, LLC.348$28.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC357$28.2K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…339$27.7K<0.01%-23313F-HRTimelineGroup
LANARK FINANCIAL, INC.338$27.6K<0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.258$21.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC242$19.8K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.213$17.4K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC200$16.3K0.01%013F-HRTimeline
Evergreen Advisors, LLC189$15.4K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC184$15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management156$12.8K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.111$9.07K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.104$8.49K0.01%013F-HRTimeline
IFP Advisors, Inc100$8.16K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$7.75K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…95$7.75K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…75$6.12K<0.01%013F-HRTimeline
NFSG Corp75$6.12K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$5.31K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA50$4.08K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$3.92K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC44$3.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$3.02K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC37$3.02K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$571<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$245<0.01%013F-HRTimeline
Realta Investment Advisors1$54<0.01%013F-HRTimeline