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 253 institutions that hold shares in the stock, with a total of 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $863 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$16,308
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
109
shares
|
$16,014
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$14,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
93
shares
|
$13,663
0.01% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
90
shares
|
$13,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
86
shares
|
$12,635
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
82
shares
|
$12,047
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
75
shares
|
$11,018
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
70
shares
|
$10,284
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
70
shares
|
$10,284
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
67
shares
|
$9,843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
67
shares
|
$9,843
0.0% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
66
shares
|
$9,696
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$7,345
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
49
shares
|
$7,199
0.0% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
49
shares
|
$7,199
0.0% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
43
shares
|
$6,317
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
42
shares
|
$6,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
34
shares
|
$4,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
28
shares
|
$4,113
0.0% of portfolio
|
Q4 2024
Reduced 95.0%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
25
shares
|
$3,672
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23
shares
|
$3,379
0.0% of portfolio
|
Q1 2023
Reduced 68.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
23
shares
|
$3,379
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,763
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
9
shares
|
$1,322
0.0% of portfolio
|
Q3 2024
New holding
|