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 127 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
476,700
shares
|
$27.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
248,296
shares
|
$14.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
221,466
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
189,769
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
154,661
shares
|
$8.99 Million
2.28% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
125,708
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
105,703
shares
|
$6.14 Million
0.0% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
104,785
shares
|
$6.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
98,691
shares
|
$5.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
87,531
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,768
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Added 489.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,707
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
56,896
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,635
shares
|
$3.12 Million
1.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
50,391
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
48,066
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,288
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
44,411
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
42,036
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
40,235
shares
|
$2.34 Million
0.05% of portfolio
|
Q4 2024
Added 603.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,852
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 332.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,582
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,414
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.37%
|