First Trust Indst/ProducersFXRETF
13F holders, Q1 2025 (March 31)173holders −14
7new positions
18sold out
1famous investor
$69.64avg. 13F price*
At the end of Q1 2025, 173 institutions reported holding First Trust Indst/Producers (FXR) in their 13F filings, down 14 from Q4 2024. 7 opened new positions and 18 sold out. The largest holders were First Trust Advisors LP ($732.8M), Wells Fargo & Company ($135.7M) and Morgan Stanley ($107.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Indst/Producers
- CUSIP
- 33734X150
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.9M |
| Exits | 18 | $13.9M |
All 13F filers, Q4 2024 → Q1 2025: 348,210 shares bought and 972,347 shares sold, net −624,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| First Trust Advisors LP | 0.65% | Reduce -0.8% | 10,522,810 | $732.8M |
| Wells Fargo & Company | 0.03% | Reduce -5.0% | 1,949,234 | $135.7M |
| Morgan Stanley | 0.01% | Reduce -14.4% | 1,550,078 | $107.9M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 1,322,424 | $92.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.4% | 687,956 | $47.9M |
| LPL Financial LLC | 0.02% | Reduce -11.5% | 673,286 | $46.9M |
| UBS Group AG | 0.01% | Add +3.9% | 427,233 | $29.8M |
| O'Dell Group, LLC | 5.70% | Add +0.8% | 315,866 | $22.0M |
| NewEdge Advisors, LLC | 0.12% | Add +4.1% | 301,875 | $21.0M |
| NewSquare Capital LLC | 1.57% | Reduce -2.1% | 276,975 | $19.3M |
| Nilsine Partners, LLC | 2.08% | Add +7.1% | 272,167 | $19.0M |
| Advisory Services Network, LLC | 0.35% | Reduce -2.3% | 258,395 | $18.0M |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 249,522 | $17.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.3% | 217,579 | $15.2M |
| D.A. Davidson & Co. | 0.10% | Reduce -1.0% | 186,080 | $13.0M |
| Truist Financial Corp. | 0.02% | Add +3.3% | 178,126 | $12.4M |
| Benjamin Edwards Inc. | 0.16% | Reduce -6.9% | 169,472 | $11.8M |
| Stifel Financial Corp. | 0.01% | Add +22.0% | 156,790 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.6% | 142,235 | $9.9M |
| Virtue Capital Management, LLC | 0.82% | Add +14.3% | 100,637 | $7.0M |
| Summit Financial, LLC | 0.19% | Add +752.4% | 96,844 | $6.7M |
| Modern Wealth Management, LLC | 0.21% | Reduce -0.1% | 96,486 | $6.7M |
| Guided Capital Wealth Management, LLC | 5.54% | Add +16.7% | 95,234 | $6.6M |
| WCG Wealth Advisors LLC | 0.45% | Reduce -15.4% | 84,364 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 80,432 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.9% | 76,406 | $5.3M |
| Monument Capital Management | 1.38% | Reduce -1.6% | 64,436 | $4.5M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -14.3% | 60,498 | $4.2M |
| Cwm, LLC | 0.02% | Add +0.2% | 57,099 | $4.0M |
| Proactive Wealth Strategies LLC | 2.05% | Reduce -0.2% | 55,181 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -9.1% | 49,321 | $3.4M |
| Harbour Investments, Inc. | 0.09% | Add +30.9% | 45,396 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.9% | 44,104 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -4.6% | 42,622 | $3.0M |
| Greenup Street Wealth Management LLC | 0.59% | New | 42,528 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.5% | 37,575 | $2.6M |
| CX Institutional | 0.10% | New | 36,811 | $2.6M |
| Crumly & Associates Inc. | 0.66% | Reduce -0.9% | 34,534 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 33,641 | $2.3M |
| Regal Investment Advisors LLC | 0.18% | Add +4.0% | 32,202 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -4.0% | 30,615 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.9% | 29,590 | $2.1M |
| Paragon Private Wealth Management, LLC | 0.86% | Reduce -28.2% | 26,450 | $1.8M |
| HighTower Advisors, LLC | 0.00% | No change | 26,408 | $1.8M |
| Schrum Private Wealth Management LLC | 1.60% | No change | 26,163 | $1.8M |
| MTM Investment Management, LLC | 0.70% | Reduce -1.2% | 25,730 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +4.9% | 25,667 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.2% | 25,579 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -47.2% | 25,466 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.4% | 24,800 | $1.7M |
| StoneX Group Inc. | 0.09% | Reduce -0.1% | 24,293 | $1.7M |
| Spire Wealth Management | 0.05% | No change | 24,272 | $1.7M |
| Strategic Blueprint, LLC | 0.09% | Add +5.2% | 23,280 | $1.6M |
| Harmony Asset Management LLC | 0.68% | No change | 23,252 | $1.6M |
| Purus Wealth Management, LLC | 0.64% | Reduce -1.3% | 21,506 | $1.5M |
| Apeiron RIA LLC | 0.44% | Add +4.0% | 20,914 | $1.5M |
| WMG Financial Advisors, LLC | 0.58% | Reduce -2.5% | 19,517 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 19,333 | $1.3M |
| TradeWell Securities, LLC. | 0.72% | Add +6.0% | 18,763 | $1.3M |
| Davis Investment Partners, LLC | 0.51% | Add +17.3% | 17,411 | $1.2M |
| TriaGen Wealth Management LLC | 0.40% | Reduce -52.7% | 16,259 | $1.1M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -2.2% | 16,098 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +321.9% | 15,139 | $1.1M |
| HFG Advisors, Inc. | 0.90% | Reduce -2.0% | 15,140 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.29% | Add +26.8% | 15,009 | $1.0M |
| Tudor Financial Inc. | 0.63% | Reduce -0.0% | 14,986 | $1.0M |
| Trust Co. of Oklahoma | 0.34% | Reduce -5.2% | 14,210 | $990K |
| Coppell Advisory Solutions LLC | 0.13% | Reduce -45.9% | 13,529 | $912K |
| Well Done, LLC | 0.16% | No change | 12,135 | $908K |
| Private Advisory Group LLC | 0.09% | Reduce -44.9% | 11,595 | $807K |
| Planning Directions Inc. | 0.33% | New | 11,204 | $780K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +37.4% | 10,511 | $732K |
| SPC Financial, Inc. | 0.06% | Add +15.7% | 10,323 | $719K |
| Citadel Advisors | 0.00% | Add +5.4% | 9,830 | $685K |
| MAI Capital Management | 0.01% | Reduce -14.9% | 9,780 | $681K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -4.8% | 9,760 | $680K |
| MinichMacGregor Wealth Management, LLC | 0.15% | Add +2.3% | 9,427 | $657K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.2% | 9,374 | $653K |
| Centaurus Financial, Inc. | 0.04% | Add +4.0% | 9,170 | $639K |
| Retirement Planning Group, LLC | 0.03% | No change | 9,141 | $637K |
| MML Investors Services, LLC | 0.00% | Add +97.0% | 9,028 | $629K |
| Realta Investment Advisors | 0.28% | Add +7.0% | 8,933 | $622K |
| Jones Financial Companies LLLP | 0.00% | Add +30.1% | 8,712 | $604K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.7% | 8,163 | $568K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 7,917 | $551K |
| Pacific Sun Financial Corp | 0.31% | Reduce -4.4% | 7,860 | $547K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1740.8% | 7,437 | $518K |
| Transce3nd, LLC | 0.23% | Reduce -17.7% | 7,391 | $505K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.9% | 7,210 | $502K |
| Great Lakes Advisors, LLC | 0.00% | No change | 6,938 | $483K |
| Comerica Bank | 0.00% | Add +3.1% | 6,388 | $445K |
| Harvest Investment Services, LLC | 0.12% | Reduce -37.7% | 6,251 | $435K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 6,134 | $427K |
| Stephens Inc. | 0.01% | Reduce -6.6% | 6,029 | $420K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.2% | 5,634 | $392K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.9% | 5,489 | $382K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 5,034 | $351K |
| Kovack Advisors, Inc. | 0.04% | Reduce -16.0% | 4,891 | $341K |
| Claro Advisors Inc. | 0.05% | Reduce -1.4% | 4,871 | $339K |
| Arkadios Wealth Advisors | 0.01% | Reduce -22.5% | 4,836 | $337K |
"% of holder's portfolio" is FXR's weight in each manager's 13F, not the share of First Trust Indst/Producers the manager owns.