Institutional Ownership First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
344,041
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
200,908
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
176,703
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
145,192
shares
|
$8.78 Million
0.01% of portfolio
|
Q3 2025
Added 57.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
124,960
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
103,165
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
77,860
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
71,138
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
64,302
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
62,571
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
57,845
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
56,737
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,635
shares
|
$3.24 Million
1.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
44,662
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
40,983
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
36,557
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,418
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,093
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.79%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
27,534
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,143
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,244
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,219
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
21,866
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.93%
|
|