Institutional Ownership First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,799
shares
|
$697,291
0.0% of portfolio
|
Q4 2024
Reduced 56.8%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
10,076
shares
|
$650,607
0.32% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,975
shares
|
$644,085
0.0% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
9,862
shares
|
$636,789
0.01% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,561
shares
|
$617,353
0.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
9,209
shares
|
$594,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,191
shares
|
$593,462
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
8,621
shares
|
$556,657
0.29% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,246
shares
|
$532,444
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,844
shares
|
$506,487
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,788
shares
|
$502,871
0.02% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
6,652
shares
|
$429,519
0.2% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,031
shares
|
$389,421
0.01% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
5,935
shares
|
$383,222
0.18% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,863
shares
|
$378,573
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,694
shares
|
$367,661
0.0% of portfolio
|
Q3 2023
Added 12.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,526
shares
|
$356,813
0.01% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,673
shares
|
$301,735
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,658
shares
|
$300,767
0.14% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,312
shares
|
$278,425
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,194
shares
|
$270,806
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,048
shares
|
$261,379
0.04% of portfolio
|
Q4 2024
Reduced 37.44%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,958
shares
|
$255,568
0.03% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,625
shares
|
$234,066
0.09% of portfolio
|
Q2 2022
Added 1.26%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,525
shares
|
$227,609
0.08% of portfolio
|
Q4 2024
New holding
|