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 131 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
11,856
shares
|
$805,259
0.09% of portfolio
|
Q2 2024
New holding
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,433
shares
|
$776,529
0.08% of portfolio
|
Q4 2023
Reduced 7.98%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
11,240
shares
|
$763,420
0.28% of portfolio
|
Q4 2022
Reduced 98.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
10,436
shares
|
$708,813
0.0% of portfolio
|
Q2 2024
Reduced 35.42%
|
|
Brendel Financial Advisors LLC
|
Jul 15, 2024 Q2 2024 |
10,290
shares
|
$698,896
0.42% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
10,152
shares
|
$689,523
0.37% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
9,862
shares
|
$669,827
0.01% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
9,567
shares
|
$649,790
0.18% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
8,758
shares
|
$594,843
0.0% of portfolio
|
Q2 2024
Reduced 39.19%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
8,755
shares
|
$594,639
0.01% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
8,575
shares
|
$582,414
0.03% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
7,977
shares
|
$541,797
0.0% of portfolio
|
Q2 2024
Added 9.36%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
7,790
shares
|
$529,096
0.25% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
6,825
shares
|
$463,554
0.15% of portfolio
|
Q2 2024
Added 23.22%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
6,505
shares
|
$441,819
0.01% of portfolio
|
Q2 2024
Added 2.6%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
6,472
shares
|
$439,578
0.01% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
6,452
shares
|
$438,219
0.0% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
6,235
shares
|
$423,481
0.21% of portfolio
|
Q2 2024
Reduced 13.88%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
6,086
shares
|
$413,361
0.03% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
5,941
shares
|
$403,512
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
5,817
shares
|
$395,090
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,694
shares
|
$386,736
0.0% of portfolio
|
Q3 2023
Added 12.89%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
4,718
shares
|
$320,446
0.09% of portfolio
|
Q2 2024
Reduced 80.15%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,702
shares
|
$319,359
0.01% of portfolio
|
Q2 2024
Added 3.52%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4,677
shares
|
$317,661
0.01% of portfolio
|
Q2 2024
Added 27.27%
|