Institutional Ownership First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,332
shares
|
$185,592
0.0% of portfolio
|
Q4 2024
Reduced 38.55%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,067
shares
|
$170,831
0.0% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,216
shares
|
$123,431
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,189
shares
|
$121,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,010
shares
|
$111,957
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$111,400
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,944
shares
|
$108,280
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$102,822
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,783
shares
|
$99,313
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,674
shares
|
$93,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,570
shares
|
$87,449
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,385
shares
|
$77,144
0.0% of portfolio
|
Q4 2024
Reduced 38.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
889
shares
|
$49,517
0.0% of portfolio
|
Q2 2024
Added 162.24%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
875
shares
|
$48,737
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
854
shares
|
$47,567
0.0% of portfolio
|
Q4 2024
Added 881.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
838
shares
|
$46,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
825
shares
|
$45,952
0.0% of portfolio
|
Q1 2024
Added 560.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
726
shares
|
$40,438
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
684
shares
|
$38,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
577
shares
|
$32,138
0.0% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
563
shares
|
$31,359
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
486
shares
|
$27,070
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
457
shares
|
$25,454
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$25,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
390
shares
|
$21,723
0.02% of portfolio
|
Q2 2022
New holding
|