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 138 institutions that hold shares in the stock, with a total of 8.6 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,925
shares
|
$252,102
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
3,632
shares
|
$233,283
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,313
shares
|
$212,793
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,265
shares
|
$209,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,253
shares
|
$208,940
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,079
shares
|
$197,764
0.01% of portfolio
|
Q2 2025
Reduced 89.85%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,885
shares
|
$185,303
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,717
shares
|
$174,512
0.01% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,442
shares
|
$156,849
0.0% of portfolio
|
Q1 2025
Reduced 95.35%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,308
shares
|
$148,242
0.03% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,291
shares
|
$147,150
0.03% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,597
shares
|
$102,575
0.02% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,098
shares
|
$70,524
0.0% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
924
shares
|
$59,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
808
shares
|
$51,897
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
779
shares
|
$50,035
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
766
shares
|
$49,200
0.0% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
576
shares
|
$36,996
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
575
shares
|
$36,932
0.0% of portfolio
|
Q2 2022
Reduced 38.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
565
shares
|
$36,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
550
shares
|
$35,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
545
shares
|
$35,005
0.0% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
475
shares
|
$30,509
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
465
shares
|
$29,866
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
425
shares
|
$27,297
0.01% of portfolio
|
Q4 2023
Reduced 59.72%
|