Institutional Ownership First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $869 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
825,262
shares
|
$125 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
659,432
shares
|
$99.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
446,939
shares
|
$67.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
275,556
shares
|
$41.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
200,900
shares
|
$30.4 Million
2.74% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
167,536
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,424
shares
|
$25.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
154,975
shares
|
$23.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
137,003
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
134,199
shares
|
$20.3 Million
0.04% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
133,814
shares
|
$20.3 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
112,639
shares
|
$17.1 Million
7.69% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
112,612
shares
|
$17.1 Million
4.96% of portfolio
|
Q4 2023
Added 4.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
111,606
shares
|
$16.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
105,085
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
90,920
shares
|
$13.8 Million
0.08% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,812
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
87,246
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
83,338
shares
|
$12.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
71,767
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
65,857
shares
|
$9.98 Million
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
60,484
shares
|
$9.16 Million
4.25% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
50,150
shares
|
$7.6 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
49,237
shares
|
$7.46 Million
0.0% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
45,805
shares
|
$6.94 Million
1.33% of portfolio
|
Q3 2024
Reduced 7.09%
|