13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
FXR

FIRST TRUST INDST/PRODUCERS

175 institutions still hold FIRST TRUST INDST/PRODUCERS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X150·Exchange Traded Fund·175 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$400M
63.0% inst. owned
of float
Holders
175
+81 QoQ
filers reporting
Activity
+40 / −92
+783 added · −740 reduced
this quarter
Concentration
18.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

175 institutions reported FXR in Q1 2026. MORGAN STANLEY leads at 18.6% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$74M909K0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$69M847K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M522K0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$33M408K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M395K0.00%Q1 202606
O'Dell Group, LLC
CIK 0001742569
$25M319K5.34%Q3 202507
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$22M273K1.49%Q1 202608
UBS Group AG
CIK 0001610520
$17M211K0.00%Q1 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$13M159K0.02%Q1 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$10M123K0.06%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M104K0.00%Q1 202612
Baird Financial Group, Inc.
CIK 0001648711
$8M101K0.01%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$8M97K0.14%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$7M90K0.01%Q1 202615
Virtue Capital Management, LLC
CIK 0001729985
$6M82K0.99%Q1 202616
Monument Capital Management
CIK 0001729428
$5M64K1.31%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$5M60K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M57K0.01%Q1 202619
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$4M50K0.00%Q1 202620
BENJAMIN EDWARDS INC
CIK 0001451623
$3M41K0.03%Q1 2026
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