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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,006
shares
|
$316,867
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,980
shares
|
$312,760
0.05% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,970
shares
|
$311,181
0.0% of portfolio
|
Q4 2024
Added 25.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,957
shares
|
$309,127
0.01% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,950
shares
|
$308,022
0.04% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,930
shares
|
$304,862
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,888
shares
|
$298,228
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,843
shares
|
$291,120
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,751
shares
|
$276,587
0.0% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,722
shares
|
$272,007
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,674
shares
|
$264,425
0.0% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,625
shares
|
$256,685
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,570
shares
|
$247,997
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,564
shares
|
$247,049
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,557
shares
|
$245,943
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,554
shares
|
$245,469
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,504
shares
|
$237,571
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,500
shares
|
$236,940
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$236,940
0.04% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,456
shares
|
$229,989
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,444
shares
|
$228,094
0.0% of portfolio
|
Q4 2024
Added 100.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,345
shares
|
$212,456
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,254
shares
|
$198,081
0.16% of portfolio
|
Q3 2021
Reduced 7.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$195,870
0.0% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,156
shares
|
$182,601
0.1% of portfolio
|
Q4 2022
New holding
|