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 240 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $839 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
893,345
shares
|
$128 Million
0.01% of portfolio
|
Q2 2024
Added 2.83%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
674,953
shares
|
$96.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
456,164
shares
|
$65.3 Million
0.03% of portfolio
|
Q2 2024
Added 6.96%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
275,556
shares
|
$39.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
200,900
shares
|
$28.8 Million
2.74% of portfolio
|
Q3 2024
Added 3.27%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
167,950
shares
|
$24 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.78%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,424
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
164,833
shares
|
$23.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
137,003
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2024
Added 1.16%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
135,803
shares
|
$19.4 Million
0.84% of portfolio
|
Q2 2024
Added 1.85%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
122,620
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
113,351
shares
|
$16.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
112,639
shares
|
$16.1 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
|
$16.1 Million
4.96% of portfolio
|
Q4 2023
Added 4.29%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
110,372
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 33.26%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
106,312
shares
|
$15.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
103,675
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.28%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
102,802
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2024
Added 2.69%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
96,981
shares
|
$13.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
85,898
shares
|
$12.3 Million
0.09% of portfolio
|
Q2 2024
Added 27.36%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
65,093
shares
|
$9.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
60,484
shares
|
$8.66 Million
4.25% of portfolio
|
Q3 2024
Added 3.01%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
50,150
shares
|
$7.18 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
49,300
shares
|
$7.06 Million
1.2% of portfolio
|
Q2 2024
Added 1.99%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
46,373
shares
|
$6.64 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.45%
|