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 241 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $901 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
67
shares
|
$10,583
0.0% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
67
shares
|
$10,583
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
59
shares
|
$9,319
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
52
shares
|
$8,213
0.0% of portfolio
|
Q3 2024
Reduced 61.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
43
shares
|
$6,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
34
shares
|
$5,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
23
shares
|
$3,633
0.0% of portfolio
|
Q1 2023
Reduced 68.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23
shares
|
$3,633
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
23
shares
|
$3,633
0.0% of portfolio
|
Q3 2021
Added 35.29%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
12
shares
|
$1,895
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
9
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
7
shares
|
$1,105
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$789
0.0% of portfolio
|
Q3 2023
Reduced 98.66%
|