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 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
168
shares
|
$10,337
0.0% of portfolio
|
Q2 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
110
shares
|
$6,768
0.01% of portfolio
|
Q4 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
99
shares
|
$6,091
0.0% of portfolio
|
Q1 2023
New holding
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
75
shares
|
$4,614
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
61
shares
|
$3,753
0.0% of portfolio
|
Q1 2023
Reduced 53.44%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
38
shares
|
$2,338
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
35
shares
|
$2,153
0.0% of portfolio
|
Q2 2022
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
12
shares
|
$738
0.0% of portfolio
|
Q1 2022
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11
shares
|
$676
0.0% of portfolio
|
Q1 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
10
shares
|
$615
0.0% of portfolio
|
Q4 2023
Reduced 91.15%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
5
shares
|
$307
0.0% of portfolio
|
Q3 2023
New holding
|