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 |
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,348
shares
|
$446,154
0.1% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,335
shares
|
$444,422
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
3,332
shares
|
$444,022
0.23% of portfolio
|
Q1 2025
Reduced 53.18%
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,293
shares
|
$438,825
0.11% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,263
shares
|
$434,827
0.01% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
3,250
shares
|
$433,094
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,226
shares
|
$429,896
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
3,197
shares
|
$426,032
0.02% of portfolio
|
Q1 2025
Added 5.51%
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,130
shares
|
$417,103
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,035
shares
|
$404,444
0.16% of portfolio
|
Q1 2025
Added 7.17%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$399,780
0.0% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,982
shares
|
$397,381
0.0% of portfolio
|
Q2 2024
Added 29.65%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
2,966
shares
|
$395,249
0.09% of portfolio
|
Q1 2025
Added 8.01%
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
2,795
shares
|
$372,461
0.06% of portfolio
|
Q4 2024
Added 4.49%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,779
shares
|
$370,329
0.04% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
2,719
shares
|
$362,333
0.23% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,642
shares
|
$352,072
0.02% of portfolio
|
Q1 2023
Reduced 5.61%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
2,587
shares
|
$344,743
0.09% of portfolio
|
Q4 2023
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$343,544
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,553
shares
|
$340,212
0.18% of portfolio
|
Q4 2024
New holding
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,518
shares
|
$335,548
0.01% of portfolio
|
Q4 2021
Reduced 21.75%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,394
shares
|
$319,024
0.01% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,326
shares
|
$309,962
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
2,201
shares
|
$293,305
0.24% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,193
shares
|
$292,239
0.0% of portfolio
|
Q1 2025
Reduced 17.87%
|