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 273 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
234
shares
|
$32,488
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
209
shares
|
$29,017
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
197
shares
|
$27,351
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
195
shares
|
$27,073
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
174
shares
|
$24,158
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
167
shares
|
$23,186
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
166
shares
|
$23,047
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
150
shares
|
$20,826
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
146
shares
|
$20,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
145
shares
|
$20,131
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
143
shares
|
$19,854
0.0% of portfolio
|
Q2 2024
Added 14.4%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
143
shares
|
$19,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
133
shares
|
$18,465
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
129
shares
|
$17,910
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
125
shares
|
$17,355
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$15,411
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
109
shares
|
$15,133
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
100
shares
|
$13,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
86
shares
|
$11,940
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
80
shares
|
$11,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
74
shares
|
$10,274
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
70
shares
|
$9,718
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
70
shares
|
$9,718
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
69
shares
|
$9,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
68
shares
|
$9,441
0.0% of portfolio
|
Q4 2024
New holding
|