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 138 institutions that hold shares in the stock, with a total of 8.6 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,836
shares
|
$597,490
0.0% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
8,683
shares
|
$587,144
0.2% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,447
shares
|
$571,186
0.0% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
8,000
shares
|
$540,960
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,572
shares
|
$512,018
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$504,850
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,115
shares
|
$481,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,030
shares
|
$475,368
0.01% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,915
shares
|
$467,592
0.0% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,740
shares
|
$455,758
0.0% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,615
shares
|
$447,306
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
6,192
shares
|
$418,703
0.22% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,944
shares
|
$401,933
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,915
shares
|
$399,972
0.01% of portfolio
|
Q2 2020
Added 64.0%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
5,601
shares
|
$378,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,160
shares
|
$348,919
0.01% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
5,028
shares
|
$339,993
0.26% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,000
shares
|
$338,100
0.01% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,941
shares
|
$334,110
0.0% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,717
shares
|
$318,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,322
shares
|
$292,253
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,085
shares
|
$276,227
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,935
shares
|
$266,084
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,925
shares
|
$265,408
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
3,869
shares
|
$261,621
0.0% of portfolio
|
Q2 2025
New holding
|