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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
400
shares
|
$25,712
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$25,712
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
387
shares
|
$24,876
0.0% of portfolio
|
Q1 2024
Reduced 30.65%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
323
shares
|
$20,762
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
315
shares
|
$20,248
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
283
shares
|
$18,191
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
260
shares
|
$16,712
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
216
shares
|
$13,884
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
211
shares
|
$13,563
0.0% of portfolio
|
Q4 2024
Reduced 21.85%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$12,856
0.0% of portfolio
|
Q4 2023
Reduced 74.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
185
shares
|
$11,891
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
177
shares
|
$11,377
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
175
shares
|
$11,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
130
shares
|
$8,356
0.0% of portfolio
|
Q4 2024
Added 36.84%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
104
shares
|
$6,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
75
shares
|
$4,821
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
66
shares
|
$4,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
64
shares
|
$4,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
35
shares
|
$2,249
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
17
shares
|
$1,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$771
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11
shares
|
$707
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$321
0.0% of portfolio
|
Q3 2023
New holding
|