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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,206
shares
|
$198,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,198
shares
|
$197,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,197
shares
|
$196,894
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,156
shares
|
$190,150
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$179,294
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,063
shares
|
$174,852
0.0% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,024
shares
|
$168,437
0.37% of portfolio
|
Q3 2025
Reduced 88.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$164,490
0.0% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
900
shares
|
$148,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$148,041
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
865
shares
|
$142,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$131,592
0.01% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
760
shares
|
$125,012
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
729
shares
|
$119,913
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
717
shares
|
$117,939
0.0% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
692
shares
|
$113,827
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
661
shares
|
$108,727
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
656
shares
|
$107,905
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
638
shares
|
$104,944
0.01% of portfolio
|
Q3 2025
Reduced 36.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
626
shares
|
$102,970
0.0% of portfolio
|
Q2 2025
Reduced 96.97%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
616
shares
|
$101,325
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
615
shares
|
$101,161
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$93,101
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
559
shares
|
$91,949
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
526
shares
|
$86,521
0.01% of portfolio
|
Q2 2025
New holding
|
|