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 |
|---|---|---|---|---|---|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
22,913
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
22,072
shares
|
$1.44 Million
1.2% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
21,506
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,454
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,739
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
16,139
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
14,506
shares
|
$945,646
0.73% of portfolio
|
Q4 2024
Reduced 48.22%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,998
shares
|
$912,529
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,242
shares
|
$863,245
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,172
shares
|
$858,682
0.0% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,130
shares
|
$855,944
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,971
shares
|
$780,389
0.0% of portfolio
|
Q3 2025
Reduced 92.29%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,852
shares
|
$772,631
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
11,428
shares
|
$744,991
0.08% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,115
shares
|
$724,586
0.19% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,034
shares
|
$719,306
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,969
shares
|
$715,069
0.0% of portfolio
|
Q3 2025
Reduced 75.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,667
shares
|
$695,381
0.0% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
10,189
shares
|
$664,220
0.17% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,143
shares
|
$661,222
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
9,670
shares
|
$630,387
0.06% of portfolio
|
Q3 2025
Reduced 64.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
8,523
shares
|
$555,614
0.2% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,073
shares
|
$526,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$486,708
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,941
shares
|
$452,483
0.01% of portfolio
|
Q3 2025
Reduced 7.91%
|
|