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 |
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,199
shares
|
$692,818
0.32% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,105
shares
|
$680,292
0.0% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,998
shares
|
$666,033
0.02% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,892
shares
|
$651,907
0.54% of portfolio
|
Q4 2024
New holding
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,801
shares
|
$639,781
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,687
shares
|
$624,589
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
4,685
shares
|
$624,323
0.19% of portfolio
|
Q1 2025
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,594
shares
|
$612,196
0.02% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,570
shares
|
$608,998
0.12% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,477
shares
|
$596,605
0.05% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,468
shares
|
$595,405
0.09% of portfolio
|
Q2 2023
Reduced 4.45%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
4,457
shares
|
$593,939
0.3% of portfolio
|
Q4 2024
Added 0.5%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,080
shares
|
$543,700
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,063
shares
|
$541,435
0.01% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,016
shares
|
$535,172
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,819
shares
|
$508,919
0.01% of portfolio
|
Q1 2025
Added 17.36%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,797
shares
|
$505,988
0.04% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,744
shares
|
$498,925
0.02% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,729
shares
|
$496,926
0.0% of portfolio
|
Q4 2024
Reduced 53.97%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,595
shares
|
$479,069
0.0% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
3,577
shares
|
$476,671
0.04% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,461
shares
|
$461,212
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,375
shares
|
$449,752
0.05% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,371
shares
|
$449,219
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,358
shares
|
$447,487
0.0% of portfolio
|
Q4 2024
New holding
|