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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
283
shares
|
$18,448
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
269
shares
|
$17,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
262
shares
|
$17,079
0.0% of portfolio
|
Q2 2025
Reduced 66.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
260
shares
|
$16,949
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
219
shares
|
$14,276
0.0% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
216
shares
|
$14,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$13,038
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
197
shares
|
$12,842
0.0% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
177
shares
|
$11,538
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
170
shares
|
$11,082
0.0% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
156
shares
|
$10,169
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
140
shares
|
$9,126
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
134
shares
|
$8,735
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
86
shares
|
$5,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
85
shares
|
$5,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
64
shares
|
$4,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
47
shares
|
$3,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
35
shares
|
$2,281
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,238
0.0% of portfolio
|
Q3 2025
Reduced 99.95%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15
shares
|
$977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
15
shares
|
$977
0.0% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11
shares
|
$717
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$325
0.0% of portfolio
|
Q3 2023
New holding
|
|