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 249 institutions that hold shares in the stock, with a total of 5.94 Million shares, which have been reported (via 13F filing form) to have a value of $791 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
14,971
shares
|
$2 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
14,863
shares
|
$1.98 Million
1.05% of portfolio
|
Q4 2024
Added 4.02%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
14,646
shares
|
$1.95 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,637
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
13,623
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,123
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 20.36%
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,937
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,840
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,456
shares
|
$1.66 Million
0.74% of portfolio
|
Q2 2023
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,711
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,635
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
11,118
shares
|
$1.48 Million
0.98% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,734
shares
|
$1.43 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
10,172
shares
|
$1.36 Million
0.84% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
10,130
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 57.22%
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
9,974
shares
|
$1.33 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
9,576
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Added 8.0%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,402
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
9,307
shares
|
$1.24 Million
0.5% of portfolio
|
Q4 2024
Added 2.77%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,226
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,851
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,342
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,008
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 58.16%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
7,813
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,770
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Added 2.59%
|