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 251 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $985 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
825,262
shares
|
$130 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
659,432
shares
|
$104 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
446,939
shares
|
$70.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
443,106
shares
|
$69.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
275,556
shares
|
$43.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
198,216
shares
|
$31.1 Million
2.93% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
167,536
shares
|
$26.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,424
shares
|
$26.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,975
shares
|
$24.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,427
shares
|
$21.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
135,178
shares
|
$21.2 Million
0.76% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
129,385
shares
|
$20.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
112,829
shares
|
$17.7 Million
8.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
112,612
shares
|
$17.7 Million
4.96% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
109,805
shares
|
$17.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
101,585
shares
|
$16 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
90,920
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,812
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
87,246
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
83,338
shares
|
$13.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
78,957
shares
|
$12.4 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
71,767
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
65,857
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
56,791
shares
|
$8.92 Million
4.36% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
50,150
shares
|
$7.88 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.47%
|