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 142 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 $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
7,747
shares
|
$498,829
0.23% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,466
shares
|
$480,735
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
7,419
shares
|
$477,709
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,199
shares
|
$463,543
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,098
shares
|
$392,650
0.0% of portfolio
|
Q3 2024
Reduced 35.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,915
shares
|
$380,866
0.01% of portfolio
|
Q2 2020
Added 64.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,801
shares
|
$373,526
0.05% of portfolio
|
Q3 2024
Added 134.1%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,666
shares
|
$364,833
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,044
shares
|
$324,783
0.01% of portfolio
|
Q3 2024
Reduced 57.66%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
4,689
shares
|
$301,924
0.02% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,527
shares
|
$291,493
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,491
shares
|
$289,175
0.0% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
4,458
shares
|
$287,050
0.11% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,353
shares
|
$280,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
4,222
shares
|
$271,854
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,157
shares
|
$267,669
0.01% of portfolio
|
Q3 2021
Added 411.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,841
shares
|
$247,321
0.01% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
3,779
shares
|
$243,329
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,640
shares
|
$234,379
0.01% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
3,632
shares
|
$233,864
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,383
shares
|
$217,831
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,265
shares
|
$210,233
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,227
shares
|
$207,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,014
shares
|
$194,071
0.0% of portfolio
|
Q3 2024
Reduced 52.39%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,866
shares
|
$184,541
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|