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 130 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$498,355
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,030
shares
|
$469,252
0.01% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,915
shares
|
$461,576
0.0% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,740
shares
|
$449,895
0.0% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,615
shares
|
$441,551
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
6,192
shares
|
$413,316
0.22% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,944
shares
|
$396,762
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,915
shares
|
$394,826
0.01% of portfolio
|
Q2 2020
Added 64.0%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
5,028
shares
|
$335,619
0.26% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,717
shares
|
$314,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,322
shares
|
$288,493
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,179
shares
|
$278,948
0.03% of portfolio
|
Q2 2025
Reduced 64.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,123
shares
|
$275,210
0.01% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,085
shares
|
$272,673
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,935
shares
|
$262,661
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,925
shares
|
$261,993
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
3,869
shares
|
$258,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,780
shares
|
$252,315
0.0% of portfolio
|
Q2 2025
Reduced 23.5%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
3,632
shares
|
$242,436
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,543
shares
|
$236,495
0.01% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,415
shares
|
$227,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,411
shares
|
$227,684
0.0% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,313
shares
|
$221,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,265
shares
|
$217,938
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,717
shares
|
$181,359
0.01% of portfolio
|
Q2 2025
Added 21.46%
|