First Trust Indst/ProducersFXRETF
13F holders, Q4 2025 (December 31)168holders −4
20new positions
25sold out
1famous investor
$79.92avg. 13F price*
At the end of Q4 2025, 168 institutions reported holding First Trust Indst/Producers (FXR) in their 13F filings, down 4 from Q3 2025. 20 opened new positions and 25 sold out. The largest holders were Wells Fargo & Company ($113.5M), Morgan Stanley ($96.3M) and Raymond James Financial Inc. ($48.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $35.1M |
| Exits | 25 | $802.5M |
All 13F filers, Q3 2025 → Q4 2025: 602,659 shares bought and 13,375,790 shares sold, net −12,773,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Wells Fargo & Company | 0.02% | Reduce -22.3% | 1,420,681 | $113.5M |
| Morgan Stanley | 0.01% | Reduce -18.5% | 1,206,216 | $96.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.1% | 605,167 | $48.3M |
| LPL Financial LLC | 0.01% | Reduce -18.1% | 494,181 | $39.5M |
| Bank of America Corp. | 0.00% | Reduce -64.2% | 363,566 | $29.0M |
| UBS Group AG | 0.00% | Reduce -22.4% | 300,067 | $24.0M |
| Earned Wealth Advisors, LLC | 1.55% | New | 273,298 | $21.8M |
| NewSquare Capital LLC | 1.29% | Reduce -32.9% | 183,299 | $14.6M |
| Truist Financial Corp. | 0.02% | Reduce -10.8% | 163,935 | $13.1M |
| Royal Bank of Canada | 0.00% | Reduce -27.0% | 137,165 | $11.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -29.3% | 123,781 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -11.9% | 114,217 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -32.0% | 104,085 | $8.3M |
| Stifel Financial Corp. | 0.01% | Reduce -31.6% | 102,966 | $8.2M |
| Summit Financial, LLC | 0.11% | Reduce -2.6% | 97,378 | $7.8M |
| Modern Wealth Management, LLC | 0.14% | Add +2.1% | 97,316 | $7.8M |
| Virtue Capital Management, LLC | 1.14% | Add +167.8% | 90,812 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Reduce -48.6% | 92,366 | $7.4M |
| Daymark Wealth Partners, LLC | 0.23% | Add +1.5% | 88,979 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.0% | 65,326 | $5.2M |
| Monument Capital Management | 1.27% | Add +5.2% | 63,920 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -48.3% | 58,591 | $4.7M |
| Arkadios Wealth Advisors | 0.08% | Add +705.6% | 50,075 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -84.9% | 45,910 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +18.2% | 45,337 | $3.6M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -2.7% | 40,308 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 37,516 | $3.0M |
| Crumly & Associates Inc. | 0.57% | Reduce -1.3% | 33,874 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -22.3% | 33,630 | $2.7M |
| Regal Investment Advisors LLC | 0.16% | Reduce -6.8% | 33,258 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.2% | 32,932 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -32.8% | 32,323 | $2.6M |
| Schrum Private Wealth Management LLC | 1.52% | Reduce -1.9% | 25,663 | $2.0M |
| GTS Securities LLC | 0.07% | New | 25,232 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.4% | 25,177 | $2.0M |
| MTM Investment Management, LLC | 0.63% | No change | 24,678 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 24,458 | $2.0M |
| Guided Capital Wealth Management, LLC | 1.34% | Add +0.2% | 24,027 | $1.9M |
| Citadel Advisors | 0.00% | New | 23,868 | $1.9M |
| TradeWell Securities, LLC. | 0.71% | Add +6.9% | 22,951 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -42.7% | 22,733 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -2.6% | 22,410 | $1.8M |
| StoneX Group Inc. | 0.08% | Reduce -6.1% | 22,245 | $1.8M |
| Paragon Private Wealth Management, LLC | 0.52% | Reduce -1.6% | 21,197 | $1.7M |
| Purus Wealth Management, LLC | 0.52% | Reduce -1.5% | 20,821 | $1.7M |
| Apeiron RIA LLC | 0.32% | Reduce -3.6% | 18,261 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Reduce -92.3% | 19,626 | $1.6M |
| Win Advisors, Inc. | 0.66% | New | 19,343 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 19,008 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Reduce -5.5% | 18,225 | $1.5M |
| Sound Income Strategies, LLC | 0.07% | Add +0.0% | 16,618 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 17,233 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -42.2% | 15,723 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -2.5% | 15,488 | $1.2M |
| HFG Advisors, Inc. | 0.85% | Reduce -0.2% | 14,694 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -48.1% | 14,174 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -2.6% | 14,135 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 13,470 | $1.1M |
| Harmony Asset Management LLC | 0.36% | Reduce -22.0% | 13,361 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 13,202 | $1.1M |
| Coppell Advisory Solutions LLC | 0.10% | Add +0.4% | 13,052 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Reduce -2.6% | 12,794 | $1.0M |
| Well Done, LLC | 0.14% | No change | 12,135 | $969K |
| Wealthfront Advisers LLC | 0.00% | Add +20.7% | 11,893 | $950K |
| TriaGen Wealth Management LLC | 0.23% | Reduce -61.6% | 11,366 | $908K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -86.7% | 10,500 | $839K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 9,711 | $776K |
| Asset One Wealth Management LLC | 0.10% | — | 8,835 | $763K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 9,413 | $752K |
| Centaurus Financial, Inc. | 0.03% | Reduce -2.7% | 9,294 | $742K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +130942.9% | 9,173 | $733K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +3.8% | 8,689 | $694K |
| JPMorgan Chase & Co. | 0.00% | Add +26.7% | 8,608 | $688K |
| AlphaCore Capital LLC | 0.01% | New | 8,369 | $668K |
| Two Sigma Securities, LLC | 0.09% | New | 8,077 | $645K |
| Pacific Sun Financial Corp | 0.30% | Reduce -0.4% | 7,930 | $633K |
| &partners | 0.00% | Add +165.2% | 9,518 | $592K |
| Nilsine Partners, LLC | 0.05% | Reduce -97.4% | 7,265 | $580K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 6,838 | $577K |
| Comerica Bank | 0.00% | Reduce -1.1% | 6,680 | $534K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.0% | 6,651 | $531K |
| Flow Traders U.S. LLC | 0.02% | New | 6,067 | $485K |
| Stephens Inc. | 0.01% | Reduce -2.4% | 5,883 | $470K |
| Southland Equity Partners LLC | 0.09% | Reduce -22.3% | 5,599 | $447K |
| MAI Capital Management | 0.00% | Reduce -24.6% | 5,120 | $409K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +6.6% | 5,108 | $408K |
| AE Wealth Management LLC | 0.00% | Add +214.5% | 4,959 | $396K |
| Harvest Investment Services, LLC | 0.07% | Reduce -3.4% | 4,932 | $394K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -1.1% | 4,755 | $384K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -0.9% | 4,724 | $377K |
| Trueblood Wealth Management, LLC | 0.15% | Add +0.1% | 4,697 | $375K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Add +403.0% | 4,688 | $374K |
| Beto Financial Group, LLC | 0.23% | — | 3,998 | $345K |
| Winebrenner Capital Management LLC | 0.23% | Add +0.0% | 4,321 | $345K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -21.7% | 4,261 | $340K |
| BIP Wealth, LLC | 0.01% | New | 4,177 | $334K |
| Bellevue Asset Management, LLC | 0.10% | No change | 4,002 | $320K |
| Novak & Powell Financial Services, Inc. | 0.17% | Reduce -0.1% | 3,997 | $319K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.4% | 3,972 | $317K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -1.1% | 3,951 | $316K |
"% of holder's portfolio" is FXR's weight in each manager's 13F, not the share of First Trust Indst/Producers the manager owns.