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 136 institutions that hold shares in the stock, with a total of 9.3 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
550
shares
|
$34,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
545
shares
|
$33,751
0.0% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
475
shares
|
$29,416
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
465
shares
|
$28,797
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
425
shares
|
$26,320
0.01% of portfolio
|
Q4 2023
Reduced 59.72%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
403
shares
|
$24,957
0.0% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$24,772
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
400
shares
|
$24,772
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$24,772
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
387
shares
|
$23,966
0.0% of portfolio
|
Q1 2024
Reduced 30.65%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
380
shares
|
$23,533
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
323
shares
|
$20,003
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
315
shares
|
$19,507
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
283
shares
|
$17,526
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
260
shares
|
$16,101
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
247
shares
|
$15,296
0.0% of portfolio
|
Q1 2025
Reduced 50.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
216
shares
|
$13,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
211
shares
|
$13,067
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
206
shares
|
$12,757
0.0% of portfolio
|
Q1 2025
Added 58.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
185
shares
|
$11,457
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
177
shares
|
$10,961
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
175
shares
|
$10,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
142
shares
|
$8,794
0.0% of portfolio
|
Q1 2025
Reduced 99.61%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
134
shares
|
$8,298
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
104
shares
|
$6,440
0.0% of portfolio
|
Q4 2024
New holding
|