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 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
841
shares
|
$47,617
0.0% of portfolio
|
Q4 2024
Added 48.85%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
822
shares
|
$46,541
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
701
shares
|
$39,690
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
588
shares
|
$33,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
576
shares
|
$32,613
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
575
shares
|
$32,556
0.0% of portfolio
|
Q2 2022
Reduced 38.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
565
shares
|
$31,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
550
shares
|
$31,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
545
shares
|
$30,857
0.0% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
503
shares
|
$28,479
0.0% of portfolio
|
Q4 2024
Added 51.51%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
475
shares
|
$26,894
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
465
shares
|
$26,328
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
427
shares
|
$24,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
425
shares
|
$24,063
0.01% of portfolio
|
Q4 2023
Reduced 59.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
400
shares
|
$22,648
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$22,648
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$22,648
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
387
shares
|
$21,911
0.0% of portfolio
|
Q1 2024
Reduced 30.65%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
380
shares
|
$21,515
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
323
shares
|
$18,288
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
315
shares
|
$17,835
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
283
shares
|
$16,023
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
260
shares
|
$14,721
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
216
shares
|
$12,229
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
211
shares
|
$11,946
0.0% of portfolio
|
Q4 2024
Reduced 21.85%
|