FIRST TRUST INDST/PRODUCERS (FXR) Institutional Shareholders
FIRST TRUST INDST/PRODUCERS (FXR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $533.70M in FXR holdings during the latest filing period.
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 $69.97M, representing an estimated loss of -8.20% 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
176
Total Reported Value
$533.70M
Largest Holder
Morgan Stanley
Largest Position
$76.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
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 | $69,971,636 | -$6,248,595 | -8.20% | |
| Wells Fargo & Company/Mn | 0.01% | 796,996 | $72,622,245 | $66,668,715 | -$5,953,530 | -8.20% | |
| Raymond James Financial Inc | 0.01% | 533,258 | $48,590,462 | $44,607,032 | -$3,983,430 | -8.20% | |
| Lpl Financial Llc | 0.01% | 486,887 | $44,365,165 | $40,728,098 | -$3,637,067 | -8.20% | |
| Bank Of America Corp | 0.00% | 352,787 | $32,145,983 | $29,510,633 | -$2,635,350 | -8.20% | |
| Earned Wealth Advisors, Llc | 1.56% | 264,853 | $24,133,374 | $22,154,953 | -$1,978,421 | -8.20% | |
| Envestnet Asset Management Inc | 0.00% | 202,542 | $18,455,639 | $16,942,638 | -$1,513,001 | -8.20% | |
| Ubs Group Ag | 0.00% | 200,509 | $18,270,380 | $16,772,578 | -$1,497,802 | -8.20% | |
| D.A. Davidson & Co. | 0.08% | 158,041 | $14,400,696 | $13,220,130 | -$1,180,566 | -8.20% | |
| Truist Financial Corp | 0.02% | 155,961 | $14,211,123 | $13,046,138 | -$1,164,985 | -8.20% | |
| Janney Montgomery Scott Llc | 0.02% | 117,214 | $10,681,000 | $9,804,951 | -$876,049 | -8.20% | |
| Modern Wealth Management, Llc | 0.11% | 98,910 | $9,012,666 | $8,273,822 | -$738,844 | -8.20% | |
| Baird Financial Group, Inc. | 0.01% | 98,156 | $8,943,975 | $8,210,749 | -$733,226 | -8.20% | |
| Stifel Financial Corp | 0.01% | 79,172 | $7,214,140 | $6,622,738 | -$591,402 | -8.20% | |
| Virtue Capital Management, Llc | 0.94% | 77,360 | $7,049,088 | $6,471,164 | -$577,924 | -8.20% | |
| Monument Capital Management | 1.17% | 63,826 | $5,815,788 | $5,339,045 | -$476,743 | -8.20% | |
| Benjamin Edwards Inc | 0.05% | 61,781 | $5,629,782 | $5,167,981 | -$461,801 | -8.20% | |
| Cetera Investment Advisers | 0.00% | 54,311 | $4,948,888 | $4,543,115 | -$405,773 | -8.20% | |
| Susquehanna International Group, Llp | 0.00% | 52,869 | $4,817,423 | $4,422,492 | -$394,931 | -8.20% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $4,556,000 | $4,182,500 | -$373,500 | -8.20% | |
| Commonwealth Equity Services, Llc | 0.01% | 48,108 | $4,383,630 | $4,024,234 | -$359,396 | -8.20% | |
| Assetmark, Inc | 0.01% | 46,324 | $4,221,043 | $3,875,003 | -$346,040 | -8.20% | |
| Royal Bank Of Canada | 0.00% | 42,454 | $3,869,000 | $3,551,277 | -$317,723 | -8.21% | |
| Pgim Custom Harvest Llc | 0.05% | 40,120 | $3,655,714 | $3,356,038 | -$299,676 | -8.20% | |
| Crumly & Associates Inc. | 0.59% | 33,874 | $3,086,627 | $2,833,560 | -$253,067 | -8.20% | |
| Osaic Holdings, Inc. | 0.00% | 33,801 | $3,080,392 | $2,827,454 | -$252,938 | -8.21% | |
| Newedge Advisors, Llc | 0.01% | 32,516 | $2,962,875 | $2,719,963 | -$242,912 | -8.20% | |
| Jones Financial Companies Lllp | 0.00% | 31,569 | $2,840,935 | $2,640,747 | -$200,188 | -7.05% | |
| Regal Investment Advisors Llc | 0.13% | 27,137 | $2,472,741 | $2,270,010 | -$202,731 | -8.20% | |
| Kestra Advisory Services, Llc | 0.01% | 26,943 | $2,455,084 | $2,253,782 | -$201,302 | -8.20% | |
| Mtm Investment Management, Llc | 0.63% | 24,258 | $2,210,389 | $2,029,182 | -$181,207 | -8.20% | |
| Arkadios Wealth Advisors | 0.03% | 24,204 | $2,205,476 | $2,024,665 | -$180,811 | -8.20% | |
| Gts Securities Llc | 0.04% | 23,183 | $2,112,435 | $1,939,258 | -$173,177 | -8.20% | |
| Harbour Investments, Inc. | 0.03% | 21,889 | $1,994,526 | $1,831,015 | -$163,511 | -8.20% | |
| Navellier & Associates Inc | 0.16% | 21,819 | $1,988,147 | $1,825,159 | -$162,988 | -8.20% | |
| Purus Wealth Management, Llc | 0.54% | 21,391 | $1,949,162 | $1,789,357 | -$159,805 | -8.20% | |
| Summit Financial, Llc | 0.02% | 20,050 | $1,826,917 | $1,677,183 | -$149,735 | -8.20% | |
| Paragon Private Wealth Management, Llc | 0.48% | 20,002 | $1,822,597 | $1,673,167 | -$149,430 | -8.20% | |
| Flow Traders U.S. Llc | 0.07% | 18,972 | $1,729,000 | $1,587,008 | -$141,992 | -8.21% | |
| Jpmorgan Chase & Co | 0.00% | 19,018 | $1,721,587 | $1,590,856 | -$130,731 | -7.59% | |
| Wealthfront Advisers Llc | 0.00% | 18,868 | $1,719,252 | $1,578,308 | -$140,944 | -8.20% | |
| Schrum Private Wealth Management Llc | 1.53% | 21,933 | $1,492,760 | $1,834,695 | +$341,935 | +22.91% | |
| Sound Income Strategies, Llc | 0.06% | 15,856 | $1,444,815 | $1,326,354 | -$118,461 | -8.20% | |
| Prosperity Consulting Group, Llc | 0.05% | 14,973 | $1,364,306 | $1,252,491 | -$111,815 | -8.20% | |
| Prospera Financial Services Inc | 0.02% | 14,824 | $1,350,755 | $1,240,028 | -$110,727 | -8.20% | |
| Private Advisor Group, Llc | 0.01% | 13,680 | $1,246,504 | $1,144,332 | -$102,172 | -8.20% | |
| Farther Finance Advisors, Llc | 0.01% | 13,528 | $1,232,538 | $1,131,617 | -$100,921 | -8.19% | |
| Gateway Wealth Partners, Llc | 0.07% | 13,437 | $1,224,365 | $1,124,005 | -$100,360 | -8.20% | |
| Harmony Asset Management Llc | 0.33% | 13,361 | $1,217,454 | $1,117,648 | -$99,806 | -8.20% | |
| Bank Of New York Mellon Corp | 0.00% | 12,487 | $1,137,805 | $1,044,538 | -$93,267 | -8.20% |
Frequently asked questions about FXR
Who owns the most FXR stock?
The largest holders of FXR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INDST/PRODUCERS (FXR).
Is FXR widely held by superinvestors?
Many widely followed stocks like FXR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.