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 241 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $901 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,727
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,638
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2020
Added 2.35%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
6,584
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,565
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 66.54%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,485
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,443
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,373
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,318
shares
|
$997,991
0.04% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,199
shares
|
$979,194
0.0% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,125
shares
|
$967,505
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,836
shares
|
$921,854
0.02% of portfolio
|
Q3 2024
Reduced 21.92%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,735
shares
|
$905,900
0.02% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,702
shares
|
$900,687
0.53% of portfolio
|
Q1 2022
Reduced 7.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,671
shares
|
$895,791
0.0% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,667
shares
|
$895,159
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,666
shares
|
$895,001
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,562
shares
|
$878,573
0.05% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,545
shares
|
$875,888
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,512
shares
|
$870,675
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,510
shares
|
$870,359
0.03% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,468
shares
|
$863,725
0.37% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,421
shares
|
$856,301
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,383
shares
|
$850,298
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,380
shares
|
$849,824
0.02% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,998
shares
|
$789,484
0.01% of portfolio
|
Q3 2024
Reduced 5.52%
|