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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$175,809
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$172,176
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,002
shares
|
$158,275
0.01% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$157,960
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$157,960
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$157,960
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
900
shares
|
$142,164
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
850
shares
|
$134,266
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
681
shares
|
$107,570
0.03% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
655
shares
|
$103,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
628
shares
|
$99,198
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
616
shares
|
$97,303
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
615
shares
|
$97,145
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
586
shares
|
$92,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
584
shares
|
$92,248
0.03% of portfolio
|
Q3 2023
Reduced 31.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$89,405
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
560
shares
|
$88,457
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
547
shares
|
$86,404
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$72,345
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
449
shares
|
$70,924
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
428
shares
|
$67,606
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
424
shares
|
$66,975
0.0% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
389
shares
|
$61,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
315
shares
|
$49,757
0.0% of portfolio
|
Q3 2024
Reduced 96.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
300
shares
|
$47,388
0.0% of portfolio
|
Q3 2021
Reduced 13.79%
|