FIRST TRUST INDST/PRODUCERS FXR
$90.60
+0.1% 52w: $71.06 – $91.25
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data71.0681.1591.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
164
-3 QoQ
13F value
$477.6M
-21.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $871K puts
Institutional value by quarter
Number of holders
Who owns FXR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 908.6K | $74.2M | 0.0% | -24.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 846.8K | $69.1M | 0.0% | -40.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 522.0K | $42.6M | 0.0% | -13.7% |
| LPL Financial LLC | Bank broker | 408.1K | $33.3M | 0.0% | -17.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 395.5K | $32.3M | 0.0% | +8.8% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 272.8K | $22.3M | 1.5% | -0.2% |
| UBS Group AG | Bank broker | 210.9K | $17.2M | 0.0% | -29.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 158.5K | $12.9M | 0.0% | -3.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 122.7K | $10.0M | 0.1% | -0.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 111.1K | $9.1M | 0.0% | -2.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 103.7K | $8.5M | 0.0% | +77.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 101.3K | $8.3M | 0.0% | -2.7% |
| Modern Wealth Management, LLC | Wealth advisor | 96.7K | $8.0M | 0.1% | -0.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 90.2K | $7.4M | 0.0% | -12.4% |
| Virtue Capital Management, LLC | Wealth advisor | 82.3K | $6.5M | 1.0% | -9.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 78.3K | $6.4M | 0.0% | +244.6% |
| Monument Capital Management | Other | 63.9K | $5.2M | 1.3% | -0.1% |
| ROYAL BANK OF CANADA | Bank broker | 59.8K | $4.9M | 0.0% | -56.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 57.0K | $4.6M | 0.0% | -12.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 50.0K | $4.1M | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 40.8K | $3.3M | 0.0% | -55.8% |
| PGIM Custom Harvest LLC | Wealth advisor | 38.9K | $3.2M | 0.0% | -3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 38.4K | $3.1M | 0.0% | +2.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 34.2K | $2.8M | 0.0% | -24.5% |
| Crumly & Associates Inc. | Wealth advisor | 33.9K | $2.8M | 0.6% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 33.2K | $2.7M | 0.0% | +0.7% |
| Cetera Investment Advisers | Wealth advisor | 31.4K | $2.6M | 0.0% | -2.8% |
| JANE STREET GROUP, LLC | Market maker | 31.1K | $2.5M | 0.0% | +27.3% |
| Regal Investment Advisors LLC | Wealth advisor | 29.5K | $2.4M | 0.1% | -11.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 28.0K | $2.3M | 0.0% | -39.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 26.8K | $2.2M | 0.0% | +6.4% |
| Schrum Private Wealth Management LLC | Wealth advisor | 25.7K | $2.1M | 1.6% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 25.3K | $2.1M | 0.0% | +6.0% |
| MTM Investment Management, LLC | Other | 24.4K | $2.0M | 0.6% | -1.2% |
| Arkadios Wealth Advisors | Wealth advisor | 23.3K | $1.9M | 0.0% | -53.4% |
| Summit Financial, LLC | Wealth advisor | 21.3K | $1.7M | 0.0% | -78.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 21.7K | $1.7M | 0.0% | +64.1% |
| Purus Wealth Management, LLC | Other | 20.4K | $1.7M | 0.5% | -1.9% |
| Paragon Private Wealth Management, LLC | Other | 20.3K | $1.7M | 0.5% | -4.1% |
| Wealthfront Advisers LLC | Wealth advisor | 19.0K | $1.5M | 0.0% | +59.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 18.8K | $1.5M | 0.0% | +3.2% |
| NAVELLIER & ASSOCIATES INC | Other | 17.7K | $1.4M | 0.2% | New |
| HighTower Advisors, LLC | Diversified mechanical | 17.2K | $1.4M | 0.0% | Held |
| Sound Income Strategies, LLC | Diversified mechanical | 16.1K | $1.3M | 0.1% | -3.4% |
| Apeiron RIA LLC | Wealth advisor | 16.1K | $1.3M | 0.3% | -12.0% |
| Prosperity Consulting Group, LLC | Wealth advisor | 15.3K | $1.2M | 0.1% | -1.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 14.6K | $1.2M | 0.0% | New |
| CX Institutional | Wealth advisor | 13.9K | $1.1M | 0.0% | +1520.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 13.4K | $1.1M | 0.0% | -0.1% |
| Private Advisor Group, LLC | Wealth advisor | 13.1K | $1.1M | 0.0% | -16.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.