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 102 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
781
shares
|
$47,383
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
726
shares
|
$44,046
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
563
shares
|
$34,157
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
390
shares
|
$23,661
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$21,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
349
shares
|
$21,173
0.0% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
339
shares
|
$20,567
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
304
shares
|
$18,443
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
282
shares
|
$17,108
0.0% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
271
shares
|
$16,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$15,713
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$15,167
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$15,046
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
206
shares
|
$12,498
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
173
shares
|
$10,495
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
160
shares
|
$9,707
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
158
shares
|
$9,585
0.0% of portfolio
|
Q3 2025
Reduced 61.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
143
shares
|
$8,675
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
139
shares
|
$8,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
110
shares
|
$6,673
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
43
shares
|
$2,608
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
43
shares
|
$2,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
40
shares
|
$2,426
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,941
0.0% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10
shares
|
$606
0.0% of portfolio
|
Q3 2023
New holding
|