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First Trust Indst Ucers (FXR)

CUSIP: 33734X150 | NYSE | 560 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Truist Financial Corp133,825
0.0% of portfolio›$10.9M
D.A. Davidson & Co.120,141
0.1% of portfolio›$9.8M
Monument Capital Management64,860
1.1% of portfolio›$5.3M
Virtue Capital Management, LLC63,155
0.7% of portfolio›$5.1M
Assetmark, Inc53,825
0.0% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.49,621
0.0% of portfolio›$4.0M
Commonwealth Equity Services, LLC44,496
0.0% of portfolio›$3.6M
Crumly & Associates Inc.33,874
0.5% of portfolio›$2.8M
Kestra Advisory Services, LLC29,054
0.0% of portfolio›$2.4M
MTM Investment Management, LLC23,266
0.5% of portfolio›$1.9M
Purus Wealth Management, LLC21,931
0.5% of portfolio›$1.8M
Well Done, LLC18,677
0.2% of portfolio›$1.5M
Prospera Financial Services Inc18,108
0.0% of portfolio›$1.6M
Paragon Private Wealth Management, LLC17,162
0.4% of portfolio›$1.4M
Sound Income Strategies, LLC14,876
0.1% of portfolio›$1.2M
Harmony Asset Management LLC13,338
0.3% of portfolio›$1.1M
Farther Finance Advisors, LLC12,835
0.0% of portfolio›$1.0M
Parallel Advisors, LLC11,781
0.0% of portfolio›$959.7K
Citigroup Inc11,486
0.0% of portfolio›$935.7K
Concurrent Investment Advisors, LLC10,150
0.0% of portfolio›$826.8K
Asset One Wealth Management LLC9,947
0.1% of portfolio›$810.3K
B. Riley Wealth Advisors, Inc.8,800
0.0% of portfolio›$716.9K
AlphaCore Capital LLC8,269
0.0% of portfolio›$673.6K
Atria Investments, Inc7,831
0.0% of portfolio›$637.9K
Iams Wealth Management, LLC7,624
0.2% of portfolio›$621.1K
Equitable Trust Co6,587
0.0% of portfolio›$536.6K
United Advisor Group, LLC6,277
0.0% of portfolio›$511.3K
Pacific Excel Wealth Advisors, Inc.6,239
0.6% of portfolio›$509.2K
Park Avenue Securities LLC5,950
0.0% of portfolio›$485.0K
IFP Advisors, Inc5,779
0.0% of portfolio›$470.8K
WealthBridge Capital Management, LLC5,632
0.1% of portfolio›$458.8K
Southland Equity Partners LLC5,599
0.1% of portfolio›$456.1K
MGO One Seven LLC5,394
0.0% of portfolio›$439.4K
BIP Wealth, LLC4,932
0.0% of portfolio›$401.8K
Wealth Enhancement Advisory Services, LLC4,927
0.0% of portfolio›$407.4K
Cornerstone Wealth Management, LLC4,918
0.0% of portfolio›$400.7K
Daymark Wealth Partners, LLC4,479
0.0% of portfolio›$364.9K
Trueblood Wealth Management, LLC4,337
0.1% of portfolio›$353.3K
International Assets Investment Management, LLC4,231
0.0% of portfolio›$350.1K
Apollon Wealth Management, LLC3,903
0.0% of portfolio›$317.9K
Morey & Quinn Wealth Partners, LLC3,900
0.2% of portfolio›$317.7K
Winebrenner Capital Management LLC3,838
0.2% of portfolio›$312.7K
Quad-Cities Investment Group, LLC3,803
0.1% of portfolio›$309.8K
Kraft, Davis & Associates, LLC3,425
0.1% of portfolio›$284.3K
Ridgeline Wealth Planning, LLC3,359
0.2% of portfolio›$273.6K
Choreo, LLC3,347
0.0% of portfolio›$272.6K
Sigma Planning Corp3,197
0.0% of portfolio›$260.4K
Meridian Wealth Management, LLC2,992
0.0% of portfolio›$243.7K
MinichMacGregor Wealth Management, LLC2,910
0.0% of portfolio›$237.0K
Prime Capital Investment Advisors, LLC2,896
0.0% of portfolio›$235.9K
Retirement Planning Group, LLC2,866
0.0% of portfolio›$233.5K
CoreCap Advisors, LLC2,458
0.0% of portfolio›$200.2K
Ashton Thomas Private Wealth, LLC2,207
0.0% of portfolio›$179.8K
CX Institutional1,984
0.0% of portfolio›$162
Cullen T Bankers, Inc.1,006
0.0% of portfolio›$81.9K
Trust Co of Toledo NA780
0.0% of portfolio›$63.5K
Hilton Head Capital Partners, LLC766
0.0% of portfolio›$62.4K
Reap Financial Group, LLC709
0.0% of portfolio›$57.7K
Compass Financial Management LLC683
0.0% of portfolio›$55.6K
Mather Group, Llc.555
0.0% of portfolio›$45.2K
Physician Wealth Advisors, Inc.473
0.0% of portfolio›$38.5K
Signature Equity Partners, LLC465
0.0% of portfolio›$37.9K
Atwood & Palmer Inc400
0.0% of portfolio›$32.6K
Gamma Investing LLC398
0.0% of portfolio›$32.4K
Elevation Wealth Partners, LLC378
0.0% of portfolio›$30.8K
Lanark Financial, Inc.299
0.0% of portfolio›$24.3K
Provenance Wealth Advisors, LLC219
0.0% of portfolio›$17.8K
Spire Wealth Management156
0.0% of portfolio›$12.7K
Capital Investment Advisory Services, LLC155
0.0% of portfolio›$12.7K
Tounjian Advisory Partners, LLC143
0.0% of portfolio›$11.7K
Quest 10 Wealth Builders, Inc.117
0.0% of portfolio›$9.5K
Westside Investment Management, Inc.100
0.0% of portfolio›$8.1K
Silver Grove Financial Group, Inc.90
0.0% of portfolio›$7.3K
Nfsg Corp75
0.0% of portfolio›$6.1K
Brown, Lisle Ings, Inc.65
0.0% of portfolio›$5.3K
Buck Wealth Strategies, LLC62
0.0% of portfolio›$5.1K
First Community Trust NA50
0.0% of portfolio›$4.1K
Private Trust Co NA33
0.0% of portfolio›$2.7K
Creative Financial Designs Inc25
0.0% of portfolio›$2.0K
Lloyd Advisory Services, Llc.20
0.0% of portfolio›$1.6K
Key Capital Management, Inc10
0.0% of portfolio›$815
Dhjj Financial Advisors, Ltd.3
0.0% of portfolio›$245
Realta Investment Advisors1
0.0% of portfolio›$54
StyleTurnoverLocationFiled
Truist Financial Corp
133,825$10.9M0.0%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
120,141$9.8M0.1%CoreLowGreat Falls, MT2026-10-28
Monument Capital Management
64,860$5.3M1.1%GARPHighAlexandria, VA2026-10-09
Virtue Capital Management, LLC
63,155$5.1M0.7%GrowthHighBrentwood, TN2026-10-29
Assetmark, Inc
53,825$4.4M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
49,621$4.0M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
44,496$3.6M0.0%ETFLowWaltham, MA2026-11-02
Crumly & Associates Inc.
33,874$2.8M0.5%ETFMediumSpringfield, IL2026-10-07
Kestra Advisory Services, LLC
29,054$2.4M0.0%CoreLowAustin, TX2026-11-02
MTM Investment Management, LLC
23,266$1.9M0.5%CoreVery LowSpartanburg, SC2026-10-30
Purus Wealth Management, LLC
21,931$1.8M0.5%Agg GrowthVery LowNewport Beach, CA2026-10-15
Well Done, LLC
18,677$1.5M0.2%ETFLowHolland, MI2026-10-20
Prospera Financial Services Inc
18,108$1.6M0.0%CoreMediumDallas, TX2026-11-04
Paragon Private Wealth Management, LLC
17,162$1.4M0.4%GrowthLowLexington, KY2026-10-20
Sound Income Strategies, LLC
14,876$1.2M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Harmony Asset Management LLC
13,338$1.1M0.3%GrowthMediumScottsdale, AZ2026-10-20
Farther Finance Advisors, LLC
12,835$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
11,781$959.7K0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
11,486$935.7K0.0%CoreMediumNew York, NY2026-11-04
Concurrent Investment Advisors, LLC
10,150$826.8K0.0%GrowthMediumTampa, FL2026-10-16
Asset One Wealth Management LLC
9,947$810.3K0.1%GrowthLowBellevue, WA2026-11-02
B. Riley Wealth Advisors, Inc.
8,800$716.9K0.0%GrowthLowMemphis, TN2026-10-13
AlphaCore Capital LLC
8,269$673.6K0.0%ETFLowLa Jolla, CA2026-11-04
Atria Investments, Inc
7,831$637.9K0.0%CoreMediumCharlotte, NC2026-10-15
Iams Wealth Management, LLC
7,624$621.1K0.2%CoreMediumOmaha, NE2026-10-15
Equitable Trust Co
6,587$536.6K0.0%CoreLowNashville, TN2026-10-13
United Advisor Group, LLC
6,277$511.3K0.0%ETFLowCincinnati, OH2026-11-03
Pacific Excel Wealth Advisors, Inc.
6,239$509.2K0.6%ETFHighWalnut Creek, CA2026-10-27
Park Avenue Securities LLC
5,950$485.0K0.0%ETFMediumNew York, NY2026-10-26
IFP Advisors, Inc
5,779$470.8K0.0%GrowthLowTampa, FL2026-10-16
WealthBridge Capital Management, LLC
5,632$458.8K0.1%ETFLowWesterville, OH2026-10-16
Southland Equity Partners LLC
5,599$456.1K0.1%ETFLowWildwood, MO2026-10-14
MGO One Seven LLC
5,394$439.4K0.0%GrowthLowBeachwood, OH2026-10-28
BIP Wealth, LLC
4,932$401.8K0.0%ETFMediumAtlanta, GA2026-10-22
Wealth Enhancement Advisory Services, LLC
4,927$407.4K0.0%CoreLowPlymouth, MN2026-10-13
Cornerstone Wealth Management, LLC
4,918$400.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Daymark Wealth Partners, LLC
4,479$364.9K0.0%CoreLowCincinnati, OH2026-11-04
Trueblood Wealth Management, LLC
4,337$353.3K0.1%CoreLowLima, OH2026-10-23
International Assets Investment Management, LLC
4,231$350.1K0.0%CoreVery HighOrlando, FL2026-11-02
Apollon Wealth Management, LLC
3,903$317.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Morey & Quinn Wealth Partners, LLC
3,900$317.7K0.2%CoreVery LowOmaha, NE2026-10-28
Winebrenner Capital Management LLC
3,838$312.7K0.2%ETFLowLouisville, KY2026-10-07
Quad-Cities Investment Group, LLC
3,803$309.8K0.1%CoreLowDavenport, IA2026-10-16
Kraft, Davis & Associates, LLC
3,425$284.3K0.1%ETFMediumSt. Louis, MO2026-10-21
Ridgeline Wealth Planning, LLC
3,359$273.6K0.2%ETFLowCenterville, OH2026-10-29
Choreo, LLC
3,347$272.6K0.0%IndexLowRockford, IL2026-10-28
Sigma Planning Corp
3,197$260.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Meridian Wealth Management, LLC
2,992$243.7K0.0%GrowthLowLexington, KY2026-11-05
MinichMacGregor Wealth Management, LLC
2,910$237.0K0.0%ETFHighSaratoga Springs, NY2026-10-14
Prime Capital Investment Advisors, LLC
2,896$235.9K0.0%ETFLowOverland Park, KS2026-10-20
Retirement Planning Group, LLC
2,866$233.5K0.0%ETFVery LowLeawood, KS2026-10-19
CoreCap Advisors, LLC
2,458$200.2K0.0%ETFMediumSouthfield, MI2026-10-08
Ashton Thomas Private Wealth, LLC
2,207$179.8K0.0%CoreMediumScottsdale, AZ2026-11-03
CX Institutional
1,984$1620.0%CoreMediumAuburn, IN2026-10-02
Cullen T Bankers, Inc.
1,006$81.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Trust Co of Toledo NA
780$63.5K0.0%GrowthVery LowHolland, OH2026-10-16
Hilton Head Capital Partners, LLC
766$62.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Reap Financial Group, LLC
709$57.7K0.0%ETFLowAustin, TX2026-11-02
Compass Financial Management LLC
683$55.6K0.0%CoreN/ATampa, FL2026-10-30
Mather Group, Llc.
555$45.2K0.0%ETFMediumChicago, IL2026-10-14
Physician Wealth Advisors, Inc.
473$38.5K0.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
465$37.9K0.0%GrowthMediumColumbus, OH2026-10-29
Atwood & Palmer Inc
400$32.6K0.0%CoreVery LowKansas City, MO2026-10-08
Gamma Investing LLC
398$32.4K0.0%IndexVery LowFoster City, CA2026-10-08
Elevation Wealth Partners, LLC
378$30.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Lanark Financial, Inc.
299$24.3K0.0%CoreMediumBirmingham, AL2026-10-26
Provenance Wealth Advisors, LLC
219$17.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Spire Wealth Management
156$12.7K0.0%GrowthMediumMclean, VA2026-10-30
Capital Investment Advisory Services, LLC
155$12.7K0.0%CoreMediumRaleigh, NC2026-10-30
Tounjian Advisory Partners, LLC
143$11.7K0.0%GrowthHighFort Myers, FL2026-11-04
Quest 10 Wealth Builders, Inc.
117$9.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Westside Investment Management, Inc.
100$8.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Silver Grove Financial Group, Inc.
90$7.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Nfsg Corp
75$6.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Brown, Lisle Ings, Inc.
65$5.3K0.0%CoreVery LowProvidence, RI2026-10-16
Buck Wealth Strategies, LLC
62$5.1K0.0%ValueMediumDenver, CO2026-10-28
First Community Trust NA
50$4.1K0.0%GrowthLowDubuque, IA2026-10-07
Private Trust Co NA
33$2.7K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
25$2.0K0.0%ETFMediumKokomo, IN2026-11-04
Lloyd Advisory Services, Llc.
20$1.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Key Capital Management, Inc
10$8150.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Dhjj Financial Advisors, Ltd.
3$2450.0%ETFVery LowNaperville, IL2026-10-23
Realta Investment Advisors
1$540.0%GrowthMediumWilmington, DE2026-10-14