FIRST TRUST INDST/PRODUCERS (FXR) Institutional Ownership Changes & 13F Activity

FIRST TRUST INDST/PRODUCERS (FXR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Newsquare Capital Llc, Royal Bank Of Canada, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+1,207—1,207$96.40KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+605,167—605,167$48.33MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+45,910—45,910$3.67MQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+258—258$20.61KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+363,566—363,566$29.04MQ4 2025Feb 17, 2026
Newsquare Capital LlcBuy+183,299—183,299$14.64MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+137,165—137,165$10.96MQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+97,316—97,316$7.77MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+45,337—45,337$3.62MQ4 2025Feb 17, 2026
Pgim Custom Harvest LlcBuy+40,308—40,308$3.22MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+37,516—37,516$3.00MQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+33,258—33,258$2.66MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+32,932—32,932$2.63MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+32,323—32,323$2.58MQ4 2025Feb 17, 2026
Schrum Private Wealth Management LlcBuy+25,663—25,663$2.05MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+23,868—23,868$1.91MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+19,626—19,626$1.57MQ4 2025Feb 17, 2026
Qube Research & Technologies LtdBuy+19,008—19,008$1.52MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+15,723—15,723$1.26MQ4 2025Feb 17, 2026
Prosperity Consulting Group, LlcBuy+15,488—15,488$1.24MQ4 2025Feb 17, 2026
Gladstone Institutional Advisory LlcBuy+14,174—14,174$1.13MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+13,202—13,202$1.05MQ4 2025Feb 17, 2026
Coppell Advisory Solutions LlcBuy+13,052—13,052$1.05MQ4 2025Feb 17, 2026
&PartnersBuy+9,518—9,518$592.08KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+9,173—9,173$732.65KQ4 2025Feb 17, 2026
Asset One Wealth Management LlcBuy+8,835—8,835$763.43KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+8,077—8,077$645.11KQ4 2025Feb 17, 2026
Harvest Investment Services, LlcBuy+4,932—4,932$393.92KQ4 2025Feb 17, 2026
Fmr LlcBuy+3,727—3,727$297.68KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+3,020—3,020$241.21KQ4 2025Feb 17, 2026
Showing 30 of 161

Frequently asked questions about FXR activity

  • Which institutional owners are buying FXR?

    Institutional owners buying FXR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXR activity?

    "Buy" means an investor increased their reported position in FXR compared to the prior reporting period. This reflects growing exposure to FIRST TRUST INDST/PRODUCERS (FXR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXR increasing?

    Institutional interest in FXR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

FXR Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet