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 141 institutions that hold shares in the stock, with a total of 21.2 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
270
shares
|
$17,747
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
234
shares
|
$15,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
216
shares
|
$14,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$13,146
0.0% of portfolio
|
Q4 2023
Reduced 74.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
185
shares
|
$12,160
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
177
shares
|
$11,634
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
175
shares
|
$11,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
135
shares
|
$8,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
99
shares
|
$6,507
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
95
shares
|
$6,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
75
shares
|
$4,929
0.0% of portfolio
|
Q4 2023
Reduced 75.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
35
shares
|
$2,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
17
shares
|
$1,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$788
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11
shares
|
$723
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5
shares
|
$328
0.0% of portfolio
|
Q3 2023
New holding
|