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 142 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
66,270
shares
|
$4.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
63,692
shares
|
$4.23 Million
2.05% of portfolio
|
Q3 2024
Added 0.61%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
59,903
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
50,877
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.57%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
48,339
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
44,343
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 1206.51%
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
43,128
shares
|
$2.87 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
40,599
shares
|
$2.7 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
38,493
shares
|
$2.56 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
37,927
shares
|
$2.52 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,774
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
37,447
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
37,075
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
33,810
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.35%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,462
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 7.66%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,230
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 46.21%
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,921
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
28,802
shares
|
$1.91 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,593
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,084
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
28,012
shares
|
$1.86 Million
0.92% of portfolio
|
Q3 2024
Added 93.11%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
24,029
shares
|
$1.6 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22,105
shares
|
$1.47 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
22,096
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Added 3.63%
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,602
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2024
Added 4.18%
|