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
Acima Private Wealth, LLC Richmond, VA	Jul 24, 2025 Q2 2025	75 shares	$4,817 0.0% of portfolio	Q4 2023 Reduced 75.0%
Srs Capital Advisors, Inc. Denver, CO	Aug 12, 2025 Q2 2025	73 shares	$4,688 0.0% of portfolio	Q2 2025 New holding
Quest 10 Wealth Builders, Inc. Fuquay Varina, VA	May 01, 2025 Q1 2025	64 shares	$4,110 0.0% of portfolio	Q4 2024 New holding
Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN	Jul 07, 2025 Q2 2025	48 shares	$3,083 0.0% of portfolio	Q2 2025 New holding
Brown, Lisle/Cummings, Inc. Providence, RI	Jul 16, 2025 Q2 2025	35 shares	$2,248 0.0% of portfolio	Q2 2022 New holding
Pom Investment Strategies, LLC Raleigh, NC	Aug 08, 2025 Q2 2025	17 shares	$1,091 0.0% of portfolio	Q3 2024 New holding
Advisor Net Financial, Inc	Jul 14, 2025 Q2 2025	15 shares	$963 0.0% of portfolio	Q2 2025 New holding
Kiker Wealth Management, LLC Jasper, GA	Jul 28, 2025 Q2 2025	15 shares	$963 0.0% of portfolio	Q2 2025 Reduced 77.27%
Db Wealth Management Group, LLC San Diego, CA	Jan 09, 2024 Q4 2023	11 shares	$706 0.0% of portfolio	Q1 2023 New holding
Spire Wealth Management	Aug 04, 2025 Q2 2025	9 shares	$578 0.0% of portfolio	Q2 2025 Reduced 99.93%
Dhjj Financial Advisors, Ltd.	Jul 21, 2025 Q2 2025	5 shares	$321 0.0% of portfolio	Q3 2023 New holding
Coastal Investment Advisors, Inc. Wilmington, DE	Jul 22, 2025 Q2 2025	1 shares	$64 0.0% of portfolio	Q1 2025 Reduced 99.99%
Concourse Financial Group Securities, Inc. Birmingham, AL	Aug 12, 2025 Q2 2025	0 shares	$0 100.0% of portfolio	Q2 2025 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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