Who Owns First Trust Industrials/Producer Durables AlphaDEX Fund (FXR)?Hedge Fund & Institutional Holders

$81.48-0.45 (-0.55%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$60.85$68.52$76.18$83.84$91.51Sep 24Jun 25Mar 26

FXR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
D.A. DAVIDSON & CO.New Position+124K+$9.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+65K+$5.0B
Arkadios Wealth AdvisorsNew Position+50K+$3.0B
Crumly & Associates Inc.New Position+34K+$2.7B
MTM Investment Management, LLCNew Position+25K+$2.0B
Paragon Private Wealth Management, LLCNew Position+21K+$1.7B
Purus Wealth Management, LLCNew Position+21K+$1.7B
WIN ADVISORS, INCNew Position+19K+$1.5B
Sound Income Strategies, LLCIncreased+17K+$1.5B
HARMONY ASSET MANAGEMENT LLCNew Position+13K+$1.1B
CITADEL ADVISORS LLCNew Position+24K+$1.0B
Gladstone Institutional Advisory LLCNew Position+14K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+13K+$1.0B
Wealthfront Advisers LLCNew Position+12K+$949.0M
TriaGen Wealth Management LLCNew Position+11K+$907.0M

FXR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FIRST TRUST ADVISORS LPClosed Position-10.0M-$779.2B
LPL Financial LLCDecreased-109K-$47.1B
WELLS FARGO & COMPANY/MNDecreased-408K-$30.8B
NewEdge Advisors, LLCDecreased-258K-$23.8B
Nilsine Partners, LLCDecreased-268K-$20.9B
Advisory Services Network, LLCDecreased-236K-$20.0B
NewSquare Capital LLCDecreased-90K-$6.7B
UBS Group AGDecreased-86K-$6.2B
WCG Wealth Advisors LLCDecreased-68K-$5.3B
ROYAL BANK OF CANADADecreased-51K-$4.7B
RAYMOND JAMES FINANCIAL INCDecreased-53K-$4.4B
Baird Financial Group, Inc.Decreased-49K-$4.0B
STIFEL FINANCIAL CORPDecreased-48K-$3.8B
Cetera Investment AdvisersDecreased-16K-$3.7B
StoneX Group Inc.Decreased-1K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN906,833$72.0B13.11%Share
2WELLS FARGO & COMPANY/MN510,444$40.0B7.28%Share
3RAYMOND JAMES FINANCIAL INC387,382$30.0B9.33%Share
4BANK OF AMERICA CORP /DE/325,400$25.0B1.82%Share
5UBS Group AG295,072$23.6B3.82%Share
6RAYMOND JAMES FINANCIAL INC215,111$17.0B5.29%Share
7NewSquare Capital LLC183,299$14.6B1.29%Share
8ROYAL BANK OF CANADA132,115$10.0B1.63%Share
9D.A. DAVIDSON & CO.123,781$9.9B60.56%Share
10STIFEL FINANCIAL CORP102,966$8.0B7.20%Share
11Baird Financial Group, Inc.104,085$8.0B12.47%Share
12Modern Wealth Management, LLC97,316$7.8B141.72%Share
13Monument Capital Management63,920$5.1B1.27%Share
14COMMONWEALTH EQUITY SERVICES, LLC65,326$5.0B6.67%Share
15Arkadios Wealth Advisors44,952$3.0B58.16%Share
16Crumly & Associates Inc.33,874$2.7B0.57%Share
17Regal Investment Advisors LLC33,258$2.7B0.16%Share
18Schrum Private Wealth Management LLC25,663$2.0B1.51%Share
19BANK OF AMERICA CORP /DE/36,741$2.0B0.15%Share
20Rockefeller Capital Management L.P.32,932$2.0B3.60%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP33,936$2.0B0.23%Share
22OSAIC HOLDINGS, INC.34,179$2.0B2.92%Share
23MTM Investment Management, LLC24,678$2.0B0.63%Share
24Guided Capital Wealth Management, LLC24,027$1.9B1.34%Share
25TradeWell Securities, LLC.22,951$1.8B0.71%Share
26Cyndeo Wealth Partners, LLC22,410$1.8B0.10%Share
27Paragon Private Wealth Management, LLC21,197$1.7B0.52%Share
28Purus Wealth Management, LLC20,821$1.7B0.52%Share
29Apeiron RIA LLC18,261$1.6B0.32%Share
30WIN ADVISORS, INC19,343$1.5B0.66%Share
31Sound Income Strategies, LLC16,618$1.5B0.07%Share
32Prosperity Consulting Group, LLC15,488$1.2B0.06%Share
33HFG Advisors, Inc.14,694$1.2B0.85%Share
34Farther Finance Advisors, LLC13,470$1.1B11.52%Share
35HARMONY ASSET MANAGEMENT LLC13,361$1.1B0.36%Share
36Gladstone Institutional Advisory LLC14,174$1.0B0.04%Share
37JONES FINANCIAL COMPANIES LLLP13,202$1.0B0.61%Share
38CITADEL ADVISORS LLC23,868$1.0B0.15%Share
39Private Advisor Group, LLC15,723$1.0B4.70%Share
40Wealthfront Advisers LLC11,893$949.0M2.12%Share
41TriaGen Wealth Management LLC11,366$907.0M0.23%Share
42WCG Wealth Advisors LLC10,500$838.0M0.02%Share
43J.W. COLE ADVISORS, INC.9,413$751.0M0.02%Share
44B. Riley Wealth Advisors, Inc.8,689$694.0M0.03%Share
45PACIFIC SUN FINANCIAL CORP7,930$633.0M0.30%Share
46Nilsine Partners, LLC7,265$580.0M0.05%Share
47STEPHENS INC /AR/5,883$469.0M5.83%Share
48COMERICA BANK5,851$467.0M1.86%Share
49Southland Equity Partners LLC5,599$447.0M0.09%Share
50Cornerstone Wealth Management, LLC5,108$407.0M0.02%Share

FXR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025164$332.6B+67
Q3 202597$1.2T-63
Q2 2025160$607.8B-10
Q1 2025170$1.5T+22
Q4 2024148$1.8T+27
Q3 2024121$80.1T+3
Q2 2024118$14.7T+5
Q1 2024113$314.0T—

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As of Q4 2025, 50 institutional investors hold FXR (First Trust Industrials/Producer Durables AlphaDEX Fund). The largest holder is WELLS FARGO & COMPANY/MN with $72.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FXR?

As of Q4 2025, 50 institutional investors report holding FXR (First Trust Industrials/Producer Durables AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXR?

The largest institutional holder of FXR is WELLS FARGO & COMPANY/MN with $72.0B in shares.

Is institutional ownership of FXR increasing or decreasing?

This quarter, 14 institutions opened new positions in FXR and 1 closed their positions.