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 |
| Trueblood Wealth Management, LLC | 0.15% | No change | 4,679 | $326K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.1% | 4,610 | $321K |
| Quad-Cities Investment Group, LLC | 0.16% | Reduce -10.0% | 4,551 | $317K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.9% | 4,536 | $316K |
| Mgo One Seven LLC | 0.01% | Add +5.9% | 4,518 | $315K |
| Winebrenner Capital Management LLC | 0.27% | Add +0.0% | 4,321 | $301K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -5.2% | 4,221 | $294K |
| &partners | 0.00% | Add +18.2% | 4,215 | $292K |
| FMR LLC | 0.00% | Add +8.5% | 4,188 | $292K |
| Novak & Powell Financial Services, Inc. | 0.18% | Reduce -19.6% | 4,100 | $286K |
| Bellevue Asset Management, LLC | 0.15% | Add +0.0% | 4,042 | $281K |
| International Assets Investment Management, LLC | 0.02% | Add +0.4% | 4,027 | $280K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | No change | 4,000 | $279K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.1% | 3,980 | $277K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 3,916 | $273K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -9.3% | 3,872 | $270K |
| HRT Financial LP | 0.00% | New | 3,661 | $254K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.2% | 3,544 | $247K |
| KPP Advisory Services LLC | 0.05% | No change | 3,407 | $237K |
| Ridgeline Wealth Planning, LLC | 0.23% | No change | 3,359 | $234K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 3,223 | $224K |
| Founders Financial Alliance, LLC | 0.05% | Add +5.2% | 3,178 | $221K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -13.1% | 3,425 | $221K |
| Bellwether Advisors, LLC | 0.04% | No change | 2,950 | $205K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.9% | 2,934 | $204K |
| REAP Financial Group, LLC | 0.04% | Reduce -17.4% | 2,233 | $156K |
| Private Trust Co. NA | 0.02% | Reduce -18.0% | 2,154 | $150K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 1,754 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.4% | 1,611 | $112K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,607 | $112K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,443 | $100K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,150 | $80K |
| BlackRock, Inc. | 0.00% | No change | 1,015 | $71K |
| Qube Research & Technologies Ltd | 0.00% | Add +298.0% | 1,003 | $70K |
| Bank of Montreal | 0.00% | No change | 990 | $69K |
| AE Wealth Management LLC | 0.00% | Reduce -9.4% | 893 | $62K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 869 | $61K |
| Lanark Financial, Inc. | 0.01% | — | 849 | $59K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 827 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 751 | $52K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $52K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.2% | 582 | $41K |
| Atwood & Palmer Inc. | 0.00% | No change | 575 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 473 | $33K |
| Stephens Consulting, LLC | 0.01% | Add +0.2% | 424 | $30K |
| Hexagon Capital Partners LLC | 0.00% | No change | 366 | $25K |
| Mather Group, Llc. | 0.00% | No change | 348 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -12.2% | 258 | $18K |
| WFA Asset Management Corp | 0.01% | Reduce -0.4% | 231 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 210 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 213 | $15K |
| Blair William & Co. | 0.00% | No change | 210 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 190 | $13K |
| Assetmark, Inc. | 0.00% | No change | 184 | $13K |
| Park Square Financial Group, LLC | 0.01% | Reduce -3.5% | 164 | $11K |
| Hughes Financial Services, LLC | 0.00% | New | 150 | $11K |
| Golden State Wealth Management, LLC | 0.00% | New | 118 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 104 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 97 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $7K |
| NFSG Corp | 0.00% | No change | 75 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 75 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 73 | $5K |
| Tsfg, LLC | 0.00% | No change | 70 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 65 | $5K |
| First Community Trust NA | 0.00% | No change | 50 | $3K |
| US Bancorp \de | 0.00% | Reduce -76.9% | 48 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 44 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 37 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 36 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $209 |
"% of holder's portfolio" is FXR's weight in each manager's 13F, not the share of First Trust Indst/Producers the manager owns.