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 141 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 $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,602
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,562
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 352.4%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
17,665
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
16,812
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 48.8%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
16,808
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2024
Added 88.62%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
15,411
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
15,156
shares
|
$1.01 Million
0.89% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
13,781
shares
|
$920,846
0.01% of portfolio
|
Q3 2024
Reduced 34.1%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,750
shares
|
$918,774
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,626
shares
|
$910,489
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
13,342
shares
|
$891,512
0.31% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,479
shares
|
$833,846
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,330
shares
|
$823,890
0.03% of portfolio
|
Q4 2023
Reduced 2.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,796
shares
|
$788,208
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,115
shares
|
$742,704
0.19% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
10,901
shares
|
$728,404
0.41% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,695
shares
|
$714,639
0.15% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,322
shares
|
$622,896
0.25% of portfolio
|
Q4 2023
Reduced 27.3%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
9,157
shares
|
$611,870
0.25% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$610,400
0.0% of portfolio
|
Q3 2024
Added 132.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,840
shares
|
$590,688
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,795
shares
|
$587,681
0.01% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,659
shares
|
$578,594
0.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,580
shares
|
$573,315
0.02% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,450
shares
|
$564,629
0.0% of portfolio
|
Q3 2024
Added 5.3%
|