Institutional Ownership First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
12,159,950
shares
|
$736 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,778,721
shares
|
$108 Million
0.03% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,659,445
shares
|
$100 Million
0.01% of portfolio
|
Q1 2024
Added 7.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
393,801
shares
|
$23.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 22.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
355,443
shares
|
$21.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
318,282
shares
|
$19.3 Million
4.97% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
314,933
shares
|
$19.1 Million
1.65% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
296,294
shares
|
$17.9 Million
0.13% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
283,128
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 27.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
255,714
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
243,886
shares
|
$14.8 Million
1.96% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
232,942
shares
|
$14.1 Million
0.3% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
217,177
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
213,478
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
201,745
shares
|
$12.2 Million
0.04% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
186,907
shares
|
$11.3 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
158,604
shares
|
$9.59 Million
0.01% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
149,406
shares
|
$9.04 Million
0.0% of portfolio
|
Q2 2024
Added 30.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
138,442
shares
|
$8.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
127,084
shares
|
$7.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
120,258
shares
|
$7.27 Million
0.53% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
102,642
shares
|
$6.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
100,757
shares
|
$6.09 Million
0.27% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
100,436
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
98,249
shares
|
$5.94 Million
1.11% of portfolio
|
Q2 2024
Added 1.37%
|