FXR institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding178
Shares held5,978,941
Reported value$544.2m
Quarter flows32 new, 56 added, 47 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY836,481$76.2m0.0%
WELLS FARGO & COMPANY/MN796,996$72.6m0.0%
RAYMOND JAMES FINANCIAL INC533,258$48.6m0.0%
LPL Financial LLC486,887$44.4m0.0%
BANK OF AMERICA CORP /DE/352,787$32.1m0.0%
EARNED WEALTH ADVISORS, LLC264,853$24.1m1.6%
ENVESTNET ASSET MANAGEMENT INC202,542$18.5m0.0%
UBS Group AG200,509$18.3m0.0%
D.A. DAVIDSON & CO.158,041$14.4m0.1%
TRUIST FINANCIAL CORP155,961$14.2m0.0%
Janney Montgomery Scott LLC117,214$10.7m0.0%
Modern Wealth Management, LLC98,910$9.0m0.1%
Baird Financial Group, Inc.98,156$8.9m0.0%
Cambridge Investment Research Advisors, Inc.89,528$8.2m0.0%
STIFEL FINANCIAL CORP79,172$7.2m0.0%
Virtue Capital Management, LLC77,360$7.0m0.9%
Monument Capital Management63,826$5.8m1.2%
BENJAMIN EDWARDS INC61,781$5.6m0.1%
Cetera Investment Advisers54,311$4.9m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP52,869$4.8m0.0%
BNP PARIBAS FINANCIAL MARKETS50,000$4.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC48,108$4.4m0.0%
ASSETMARK, INC46,324$4.2m0.0%
ROYAL BANK OF CANADA42,454$3.9m0.0%
PGIM Custom Harvest LLC40,120$3.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FXR"). FXR price history · All 13F data

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