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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$20,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
339
shares
|
$19,699
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
327
shares
|
$19,001
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
271
shares
|
$15,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$15,050
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
250
shares
|
$14,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$14,527
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$14,411
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
218
shares
|
$12,667
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
174
shares
|
$10,111
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
160
shares
|
$9,297
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
160
shares
|
$9,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
139
shares
|
$8,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
120
shares
|
$6,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
92
shares
|
$5,346
0.0% of portfolio
|
Q3 2023
Reduced 68.6%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
66
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
Reduced 48.44%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
60
shares
|
$3,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
43
shares
|
$2,498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
32
shares
|
$1,859
0.0% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
25
shares
|
$1,452
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$929
0.0% of portfolio
|
Q4 2022
Reduced 94.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
8
shares
|
$464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$348
0.03% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3
shares
|
$174
0.0% of portfolio
|
Q1 2022
New holding
|