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 112 institutions that hold shares in the stock, with a total of 6.47 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,476
shares
|
$39,763
0.0% of portfolio
|
Q3 2024
Reduced 42.55%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,450
shares
|
$39,063
0.02% of portfolio
|
Q4 2023
Added 16.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$35,022
0.01% of portfolio
|
Q1 2024
Reduced 42.22%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,068
shares
|
$28,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$26,940
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
912
shares
|
$24,569
0.0% of portfolio
|
Q2 2024
Reduced 30.49%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
900
shares
|
$24,246
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
900
shares
|
$24,246
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
746
shares
|
$20,097
0.01% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
730
shares
|
$19,666
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
607
shares
|
$16,352
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
463
shares
|
$12,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
387
shares
|
$10,425
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
372
shares
|
$10,021
0.0% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$9,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
324
shares
|
$8,728
0.0% of portfolio
|
Q2 2021
Reduced 92.19%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
240
shares
|
$6,465
0.0% of portfolio
|
Q3 2021
Reduced 95.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
200
shares
|
$5,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
120
shares
|
$3,232
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$2,694
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
58
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
Added 123.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
53
shares
|
$1,427
0.0% of portfolio
|
Q2 2021
New holding
|