13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FXR

FIRST TRUST INDST/PRODUCERS

191 institutions still hold FIRST TRUST INDST/PRODUCERS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X150·Exchange Traded Fund·191 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$451M
visible holders
Holders
191
filers reporting
Concentration
16.89%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

191 institutions reported FXR in Q2 2026. MORGAN STANLEY leads at 16.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$76M836K0.00%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$73M797K0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M533K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$44M487K0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M353K0.00%Q2 202606
O'Dell Group, LLC
CIK 0001742569
$25M319K5.34%Q3 202507
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$24M265K1.56%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M203K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$18M201K0.00%Q2 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$14M158K0.08%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$14M156K0.02%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$9M111K0.02%Q1 202613
Baird Financial Group, Inc.
CIK 0001648711
$9M98K0.01%Q2 202614
Modern Wealth Management, LLC
CIK 0002001900
$8M97K0.14%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$7M79K0.01%Q2 202616
Virtue Capital Management, LLC
CIK 0001729985
$7M77K0.94%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M78K0.02%Q1 202618
Monument Capital Management
CIK 0001729428
$6M64K1.17%Q2 202619
BENJAMIN EDWARDS INC
CIK 0001451623
$6M62K0.05%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$5M54K0.00%Q2 2026
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