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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,394
shares
|
$159,799
0.0% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,308
shares
|
$154,059
0.03% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,291
shares
|
$152,924
0.03% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,202
shares
|
$146,983
0.01% of portfolio
|
Q3 2025
Reduced 28.83%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
2,054
shares
|
$137,104
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,597
shares
|
$106,599
0.02% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
994
shares
|
$66,349
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
924
shares
|
$61,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
808
shares
|
$53,934
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
766
shares
|
$51,130
0.0% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
578
shares
|
$38,581
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
575
shares
|
$38,381
0.0% of portfolio
|
Q2 2022
Reduced 38.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
565
shares
|
$37,713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
550
shares
|
$36,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
545
shares
|
$36,378
0.0% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
475
shares
|
$31,706
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
465
shares
|
$31,038
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
425
shares
|
$28,368
0.01% of portfolio
|
Q4 2023
Reduced 59.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
403
shares
|
$26,900
0.0% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$26,700
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
400
shares
|
$26,700
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
380
shares
|
$25,365
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
368
shares
|
$24,564
0.0% of portfolio
|
Q2 2025
Reduced 37.41%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
315
shares
|
$21,026
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
283
shares
|
$18,890
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|