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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
7,524
shares
|
$437,219
0.04% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,155
shares
|
$415,777
0.01% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,054
shares
|
$409,907
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,471
shares
|
$376,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,928
shares
|
$344,476
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
5,836
shares
|
$339,129
0.08% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,710
shares
|
$331,808
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
5,681
shares
|
$330,122
0.16% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,577
shares
|
$324,079
0.15% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,183
shares
|
$301,184
0.01% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$290,550
0.02% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$290,550
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,571
shares
|
$265,620
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
4,315
shares
|
$250,744
0.11% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,308
shares
|
$250,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,233
shares
|
$245,979
0.01% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,116
shares
|
$239,180
0.0% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,981
shares
|
$231,335
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,952
shares
|
$229,650
0.0% of portfolio
|
Q4 2024
Reduced 28.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,905
shares
|
$226,919
0.01% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,666
shares
|
$213,031
0.14% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,632
shares
|
$211,055
0.02% of portfolio
|
Q4 2024
Reduced 32.36%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,615
shares
|
$210,067
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,610
shares
|
$209,777
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,332
shares
|
$193,622
0.0% of portfolio
|
Q4 2024
Reduced 38.55%
|