Institutional Ownership First Tr Exchange Traded Fd (FCG)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCG). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
16,790
shares
|
$389,863
0.0% of portfolio
|
Q2 2024
Reduced 87.02%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
16,573
shares
|
$384,825
0.27% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
15,479
shares
|
$359,422
0.24% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
14,726
shares
|
$341,937
0.0% of portfolio
|
Q2 2024
Reduced 27.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
14,429
shares
|
$335,041
0.02% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
13,264
shares
|
$307,990
0.15% of portfolio
|
Q2 2024
Added 14.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
12,453
shares
|
$289,158
0.0% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,105
shares
|
$257,858
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
10,750
shares
|
$249,615
0.02% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
10,725
shares
|
$249,034
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,016
shares
|
$232,571
0.02% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,980
shares
|
$231,735
0.14% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
9,907
shares
|
$230,040
0.08% of portfolio
|
Q2 2024
Reduced 48.4%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,760
shares
|
$226,627
0.02% of portfolio
|
Q3 2023
Reduced 30.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
9,551
shares
|
$221,774
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Barnett & Company, Inc.
|
Aug 12, 2024 Q2 2024 |
9,081
shares
|
$210,860
0.17% of portfolio
|
Q2 2024
Added 5.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,063
shares
|
$210,442
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
8,717
shares
|
$202,408
0.0% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,702
shares
|
$202,060
0.01% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
8,701
shares
|
$202,037
0.01% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
8,623
shares
|
$200,226
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,468
shares
|
$196,626
0.01% of portfolio
|
Q2 2024
Reduced 46.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
8,275
shares
|
$192,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
7,875
shares
|
$182,857
0.01% of portfolio
|
Q2 2024
Added 18.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
7,788
shares
|
$180,837
0.0% of portfolio
|
Q2 2024
Reduced 73.89%
|