FXR Institutional Ownership & Shareholders
FIRST TRUST INDST/PRODUCERS (FXR) is currently held by 178 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $521.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXR tracked by InsiderSet, reporting ownership valued at approximately $76.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $72.74M, representing an estimated loss of -4.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed FXR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST INDST/PRODUCERS (FXR).
This page ranks the largest institutional FXR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
178
Total Reported Value
$521.18M
Largest Holder
Morgan Stanley
Largest Position
$76.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 836,481 | $76,220,231 | $72,740,388 | -$3,479,843 | -4.57% | |
| Wells Fargo & Company/Mn | 0.01% | 796,996 | $72,622,245 | $69,306,772 | -$3,315,473 | -4.57% | |
| Raymond James Financial Inc | 0.01% | 533,258 | $48,590,462 | $46,372,116 | -$2,218,346 | -4.57% | |
| Lpl Financial Llc | 0.01% | 486,887 | $44,365,165 | $42,339,694 | -$2,025,471 | -4.57% | |
| Bank Of America Corp | 0.00% | 352,787 | $32,145,983 | $30,678,358 | -$1,467,625 | -4.57% | |
| Earned Wealth Advisors, Llc | 1.56% | 264,853 | $24,133,374 | $23,031,617 | -$1,101,757 | -4.57% | |
| Envestnet Asset Management Inc | 0.00% | 202,542 | $18,455,639 | $17,613,052 | -$842,587 | -4.57% | |
| Ubs Group Ag | 0.00% | 200,509 | $18,270,380 | $17,436,263 | -$834,117 | -4.57% | |
| Truist Financial Corp | 0.01% | 133,825 | $10,901,418 | $11,637,422 | +$736,004 | +6.75% | |
| Janney Montgomery Scott Llc | 0.02% | 117,214 | $10,681,000 | $10,192,929 | -$488,071 | -4.57% | |
| D.A. Davidson & Co. | 0.05% | 120,141 | $9,786,686 | $10,447,461 | +$660,775 | +6.75% | |
| Modern Wealth Management, Llc | 0.11% | 98,910 | $9,012,666 | $8,601,214 | -$411,452 | -4.57% | |
| Baird Financial Group, Inc. | 0.01% | 98,156 | $8,943,975 | $8,535,646 | -$408,329 | -4.57% | |
| Stifel Financial Corp | 0.01% | 79,172 | $7,214,140 | $6,884,797 | -$329,343 | -4.57% | |
| Benjamin Edwards Inc | 0.05% | 61,781 | $5,629,782 | $5,372,476 | -$257,306 | -4.57% | |
| Monument Capital Management | 1.10% | 64,860 | $5,283,534 | $5,640,226 | +$356,692 | +6.75% | |
| Virtue Capital Management, Llc | 0.67% | 63,155 | $5,144,589 | $5,491,959 | +$347,370 | +6.75% | |
| Cetera Investment Advisers | 0.00% | 54,311 | $4,948,888 | $4,722,885 | -$226,003 | -4.57% | |
| Susquehanna International Group, Llp | 0.00% | 52,869 | $4,817,423 | $4,597,488 | -$219,935 | -4.57% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $4,556,000 | $4,348,000 | -$208,000 | -4.57% | |
| Assetmark, Inc | 0.01% | 53,825 | $4,384,585 | $4,680,622 | +$296,037 | +6.75% | |
| Royal Bank Of Canada | 0.00% | 42,454 | $3,869,000 | $3,691,800 | -$177,200 | -4.58% | |
| Pgim Custom Harvest Llc | 0.05% | 40,120 | $3,655,714 | $3,488,835 | -$166,879 | -4.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,496 | $3,624,670 | $3,869,372 | +$244,702 | +6.75% | |
| Osaic Holdings, Inc. | 0.00% | 33,801 | $3,080,392 | $2,939,335 | -$141,057 | -4.58% | |
| Newedge Advisors, Llc | 0.01% | 32,516 | $2,962,875 | $2,827,591 | -$135,284 | -4.57% | |
| Jones Financial Companies Lllp | 0.00% | 31,569 | $2,840,935 | $2,745,240 | -$95,695 | -3.37% | |
| Crumly & Associates Inc. | 0.49% | 33,874 | $2,759,401 | $2,945,683 | +$186,282 | +6.75% | |
| Regal Investment Advisors Llc | 0.13% | 27,137 | $2,472,741 | $2,359,834 | -$112,907 | -4.57% | |
| Kestra Advisory Services, Llc | 0.01% | 29,054 | $2,366,760 | $2,526,536 | +$159,776 | +6.75% | |
| Arkadios Wealth Advisors | 0.03% | 24,204 | $2,205,476 | $2,104,780 | -$100,696 | -4.57% | |
| Gts Securities Llc | 0.04% | 23,183 | $2,112,435 | $2,015,994 | -$96,441 | -4.57% | |
| Harbour Investments, Inc. | 0.03% | 21,889 | $1,994,526 | $1,903,467 | -$91,059 | -4.57% | |
| Navellier & Associates Inc | 0.16% | 21,819 | $1,988,147 | $1,897,380 | -$90,767 | -4.57% | |
| Mtm Investment Management, Llc | 0.55% | 23,266 | $1,895,248 | $2,023,211 | +$127,963 | +6.75% | |
| Summit Financial, Llc | 0.02% | 20,050 | $1,826,917 | $1,743,548 | -$83,369 | -4.56% | |
| Purus Wealth Management, Llc | 0.49% | 21,931 | $1,786,486 | $1,907,120 | +$120,634 | +6.75% | |
| Flow Traders U.S. Llc | 0.07% | 18,972 | $1,729,000 | $1,649,805 | -$79,195 | -4.58% | |
| Jpmorgan Chase & Co | 0.00% | 19,018 | $1,721,587 | $1,653,805 | -$67,782 | -3.94% | |
| Wealthfront Advisers Llc | 0.00% | 18,868 | $1,719,252 | $1,640,761 | -$78,491 | -4.57% | |
| Well Done, Llc | 0.21% | 18,677 | $1,521,429 | $1,624,152 | +$102,723 | +6.75% | |
| Schrum Private Wealth Management Llc | 1.53% | 21,933 | $1,492,760 | $1,907,294 | +$414,534 | +27.77% | |
| Paragon Private Wealth Management, Llc | 0.43% | 17,162 | $1,397,992 | $1,492,408 | +$94,416 | +6.75% | |
| Prosperity Consulting Group, Llc | 0.05% | 14,973 | $1,364,306 | $1,302,052 | -$62,254 | -4.56% | |
| Prospera Financial Services Inc | 0.02% | 14,824 | $1,350,755 | $1,289,095 | -$61,660 | -4.56% | |
| Private Advisor Group, Llc | 0.01% | 13,680 | $1,246,504 | $1,189,613 | -$56,891 | -4.56% | |
| Sound Income Strategies, Llc | 0.05% | 14,876 | $1,230,111 | $1,293,617 | +$63,506 | +5.16% | |
| Gateway Wealth Partners, Llc | 0.07% | 13,437 | $1,224,365 | $1,168,482 | -$55,883 | -4.56% | |
| Bank Of New York Mellon Corp | 0.00% | 12,487 | $1,137,805 | $1,085,870 | -$51,935 | -4.56% | |
| Harmony Asset Management Llc | 0.27% | 13,338 | $1,086,513 | $1,159,872 | +$73,359 | +6.75% |
Frequently asked questions about FXR
Who are the largest institutional holders of FXR?
The largest institutional holders of FXR reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Raymond James Financial Inc, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FXR position.
What is FXR institutional ownership?
This page tracks FXR positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INDST/PRODUCERS (FXR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXR?
InsiderSet currently tracks 178 institutional managers reporting FXR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXR shareholders.
How much FXR stock do institutions own?
Institutional investment managers disclosed approximately $521.18M in FXR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXR institutional ownership last updated?
The latest FXR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXR position after the reporting date.
Are institutions buying or selling FXR?
Institutional buying and selling can be analyzed by comparing FXR positions across consecutive 13F reporting periods. InsiderSet's FXR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXR ownership changes.
How has FXR institutional ownership changed over time?
InsiderSet tracks FXR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.