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 134 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
283
shares
|
$19,136
0.0% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
283
shares
|
$19,136
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
269
shares
|
$18,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
262
shares
|
$17,716
0.0% of portfolio
|
Q2 2025
Reduced 66.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
260
shares
|
$17,581
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
219
shares
|
$14,808
0.0% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
216
shares
|
$14,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
211
shares
|
$14,267
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
207
shares
|
$13,997
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$13,524
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
180
shares
|
$12,171
0.0% of portfolio
|
Q2 2025
Reduced 53.49%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
177
shares
|
$11,968
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
175
shares
|
$11,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
161
shares
|
$10,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
142
shares
|
$9,602
0.0% of portfolio
|
Q1 2025
Reduced 99.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
134
shares
|
$9,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
132
shares
|
$8,925
0.0% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
104
shares
|
$7,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
85
shares
|
$5,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
75
shares
|
$5,071
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
73
shares
|
$4,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
64
shares
|
$4,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
48
shares
|
$3,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
35
shares
|
$2,366
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,352
0.0% of portfolio
|
Q2 2025
New holding
|