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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,000
shares
|
$514,240
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,923
shares
|
$509,290
0.0% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,600
shares
|
$488,528
0.02% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
7,472
shares
|
$480,300
0.01% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$479,914
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,665
shares
|
$428,426
0.02% of portfolio
|
Q4 2024
Reduced 23.03%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
6,134
shares
|
$394,293
0.07% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,915
shares
|
$380,216
0.01% of portfolio
|
Q2 2020
Added 64.0%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,864
shares
|
$376,937
0.04% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,801
shares
|
$372,888
0.06% of portfolio
|
Q3 2024
Added 134.1%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
5,706
shares
|
$366,781
0.04% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
5,088
shares
|
$327,056
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,528
shares
|
$291,059
0.02% of portfolio
|
Q4 2024
Reduced 98.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,496
shares
|
$289,002
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,458
shares
|
$286,560
0.15% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,407
shares
|
$283,281
0.02% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,406
shares
|
$283,217
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
4,263
shares
|
$274,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,228
shares
|
$271,775
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,191
shares
|
$269,397
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,173
shares
|
$268,240
0.01% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,123
shares
|
$265,026
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
3,925
shares
|
$252,299
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,771
shares
|
$242,399
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,632
shares
|
$233,464
0.15% of portfolio
|
Q4 2023
New holding
|