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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
8,000
shares
|
$534,560
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$498,878
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
7,419
shares
|
$495,737
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,199
shares
|
$481,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,098
shares
|
$407,468
0.0% of portfolio
|
Q3 2024
Reduced 35.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,915
shares
|
$395,240
0.01% of portfolio
|
Q2 2020
Added 64.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,801
shares
|
$387,622
0.06% of portfolio
|
Q3 2024
Added 134.1%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,666
shares
|
$378,602
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,044
shares
|
$337,040
0.01% of portfolio
|
Q3 2024
Reduced 57.66%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,689
shares
|
$313,318
0.02% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,528
shares
|
$302,560
0.02% of portfolio
|
Q4 2024
Reduced 98.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,527
shares
|
$302,494
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
4,458
shares
|
$297,883
0.15% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$290,867
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,228
shares
|
$282,514
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,191
shares
|
$280,042
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,157
shares
|
$277,770
0.01% of portfolio
|
Q3 2021
Added 411.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,841
shares
|
$256,655
0.01% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,779
shares
|
$252,512
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,640
shares
|
$243,224
0.01% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,632
shares
|
$242,690
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,265
shares
|
$218,167
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,227
shares
|
$215,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,139
shares
|
$209,747
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,014
shares
|
$201,395
0.0% of portfolio
|
Q3 2024
Reduced 52.39%
|