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 135 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
14,506
shares
|
$903,433
0.78% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
14,220
shares
|
$885,621
0.54% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
14,019
shares
|
$873,103
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,995
shares
|
$871,608
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,879
shares
|
$864,384
0.01% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
13,278
shares
|
$826,953
0.33% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
12,605
shares
|
$785,039
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12,330
shares
|
$767,912
0.03% of portfolio
|
Q4 2023
Reduced 2.95%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
11,913
shares
|
$741,941
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,787
shares
|
$734,094
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,115
shares
|
$692,242
0.18% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,564
shares
|
$657,925
0.15% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,699
shares
|
$604,053
0.02% of portfolio
|
Q2 2024
Reduced 9.28%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,517
shares
|
$592,718
0.0% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
9,322
shares
|
$580,574
0.24% of portfolio
|
Q4 2023
Reduced 27.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
8,763
shares
|
$545,759
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
8,659
shares
|
$539,282
0.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
8,492
shares
|
$528,881
0.01% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
8,025
shares
|
$499,797
0.0% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
7,747
shares
|
$482,483
0.23% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
7,680
shares
|
$478,310
0.16% of portfolio
|
Q2 2024
Added 22.43%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$464,982
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
7,428
shares
|
$462,615
0.01% of portfolio
|
Q2 2024
Added 131.84%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,331
shares
|
$394,294
0.0% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
6,125
shares
|
$381,465
0.03% of portfolio
|
Q2 2024
New holding
|