Institutional Ownership First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
528,545
shares
|
$34.5 Million
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
495,754
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,333
shares
|
$25.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
256,240
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
244,658
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
186,907
shares
|
$12.2 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
160,145
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
135,804
shares
|
$8.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
98,357
shares
|
$6.41 Million
1.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
95,191
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
92,435
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
70,303
shares
|
$4.58 Million
1.69% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
62,734
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
58,338
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Added 168.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,572
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.09%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
55,003
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
43,802
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
42,419
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
40,599
shares
|
$2.65 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
37,804
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
37,529
shares
|
$2.45 Million
0.9% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,461
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
24,880
shares
|
$1.62 Million
0.71% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,190
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
23,029
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.44%
|
|