FXR FIRST TR EXCHANGE-TRADED FD
FollowINDLS PROD DUR (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in FXR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Monument Capital Management | 64,860 | $5.28M | 1.1% | +1,034 | 13F-HRTimeline |
| Crumly & Associates Inc. | 33,874 | $2.76M | 0.49% | 0 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 14,876 | $1.23M | 0.05% | -980 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 12,835 | $1.05M | 0.01% | -693 | 13F-HRTimeline |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 3,838 | $313K | 0.2% | -208 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,458 | $200K | 0.01% | -609 | 13F-HRTimeline |
| CX Institutional | 1,984 | $162K | <0.01% | +27 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 400 | $32.6K | <0.01% | -175 | 13F-HRTimeline |
| GAMMA Investing LLC | 398 | $32.4K | <0.01% | 0 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 378 | $30.8K | 0.01% | 0 | 13F-HRTimeline |
| FIRST COMMUNITY TRUST NA | 50 | $4.07K | <0.01% | 0 | 13F-HRTimeline |