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 281 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,888
shares
|
$804,027
0.61% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
4,801
shares
|
$789,716
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,687
shares
|
$770,964
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,457
shares
|
$733,131
0.06% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
4,442
shares
|
$730,664
0.31% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$724,907
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,379
shares
|
$720,301
0.0% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,205
shares
|
$691,680
0.01% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,169
shares
|
$685,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
4,016
shares
|
$660,591
0.07% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,013
shares
|
$660,098
0.02% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,873
shares
|
$637,069
0.01% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,797
shares
|
$624,568
0.04% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,787
shares
|
$622,923
0.01% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,766
shares
|
$619,469
0.0% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,544
shares
|
$582,952
0.1% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,488
shares
|
$573,741
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,461
shares
|
$569,299
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,417
shares
|
$562,062
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
3,410
shares
|
$560,910
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,381
shares
|
$556,140
0.01% of portfolio
|
Q3 2025
Added 38.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,351
shares
|
$551,205
0.08% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
3,332
shares
|
$548,080
0.25% of portfolio
|
Q1 2025
Reduced 53.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,286
shares
|
$540,514
0.01% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
3,250
shares
|
$534,592
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|