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 148 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
95,986
shares
|
$6.17 Million
0.01% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
78,791
shares
|
$5.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
64,034
shares
|
$4.12 Million
1.97% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
63,975
shares
|
$4.11 Million
0.12% of portfolio
|
Q4 2024
Added 32.35%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
63,871
shares
|
$4.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
61,043
shares
|
$3.92 Million
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
49,623
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
49,342
shares
|
$3.17 Million
0.4% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
40,599
shares
|
$2.61 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
38,493
shares
|
$2.47 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,252
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
36,443
shares
|
$2.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,383
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
34,663
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,947
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
31,586
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,132
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
28,802
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
26,812
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
25,296
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2024
Added 50.46%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
24,195
shares
|
$1.56 Million
0.81% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22,105
shares
|
$1.42 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
21,614
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
19,728
shares
|
$1.27 Million
0.76% of portfolio
|
Q4 2024
Added 38.73%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,602
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Added 4.18%
|