Who owns FXR?
First Trust Industrials/Producer Durables AlphaDEX Fund · First Trust
178 institutions reported holding FXR, worth $544.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $76.2M | 836,481 | −72,122 shares |
| Wells Fargo & Company | San Francisco, CA | $72.6M | 796,996 | −49,767 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $48.6M | 533,258 | +11,297 shares |
| LPL Financial LLC | Fort Mill, SC | $44.4M | 486,887 | +78,835 shares |
| Bank of America Corp. | Charlotte, NC | $32.1M | 352,787 | −42,688 shares |
| Earned Wealth Advisors, LLC | Walnut Creek, CA | $24.1M | 264,853 | −7,930 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $18.5M | 202,542 | +98,860 shares |
| UBS Group AG | Zurich, Switzerland | $18.3M | 200,509 | −10,354 shares |
| D.A. Davidson & Co. | Great Falls, MT | $14.4M | 158,041 | +35,328 shares |
| Truist Financial Corp. | Charlotte, NC | $14.2M | 155,961 | −2,554 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXR?
178 institutional managers reported holding FXR in Form 13F filings for June 30, 2026, worth $544.2M in total. The largest reported position was held by Morgan Stanley, at $76.2M.
Did institutions buy or sell FXR last quarter?
Reported 13F value rose 14.3% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.