Institutional Ownership First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
790,458
shares
|
$119 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
601,889
shares
|
$90.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
492,623
shares
|
$74.3 Million
0.03% of portfolio
|
Q4 2024
Added 10.22%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
443,106
shares
|
$66.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
275,556
shares
|
$41.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
198,216
shares
|
$29.9 Million
2.93% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,424
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
161,957
shares
|
$24.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
152,117
shares
|
$22.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,427
shares
|
$20.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
135,178
shares
|
$20.4 Million
0.76% of portfolio
|
Q4 2024
Added 1.02%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
129,385
shares
|
$19.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,829
shares
|
$17 Million
8.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
112,612
shares
|
$17 Million
4.96% of portfolio
|
Q4 2023
Added 4.29%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
109,805
shares
|
$16.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
101,585
shares
|
$15.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
84,653
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
83,105
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
82,266
shares
|
$12.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
78,957
shares
|
$11.9 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
78,320
shares
|
$11.8 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,987
shares
|
$11.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.09%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
68,529
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
62,725
shares
|
$9.46 Million
0.0% of portfolio
|
Q4 2024
Added 27.39%
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
56,791
shares
|
$8.57 Million
4.36% of portfolio
|
Q4 2024
Reduced 6.11%
|