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 280 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$44,544
0.0% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
255
shares
|
$43,026
0.0% of portfolio
|
Q1 2025
Added 78.32%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
251
shares
|
$42,351
0.03% of portfolio
|
Q3 2025
Reduced 48.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
235
shares
|
$39,651
0.0% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
234
shares
|
$39,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
232
shares
|
$39,145
0.0% of portfolio
|
Q1 2025
Reduced 81.29%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
209
shares
|
$35,264
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
205
shares
|
$34,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
197
shares
|
$33,239
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
190
shares
|
$32,058
0.03% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
188
shares
|
$31,721
0.0% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
174
shares
|
$29,359
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
168
shares
|
$28,346
0.01% of portfolio
|
Q2 2025
Reduced 88.39%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
167
shares
|
$28,177
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
166
shares
|
$28,009
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
150
shares
|
$25,309
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
146
shares
|
$24,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
145
shares
|
$24,465
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
135
shares
|
$22,778
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
133
shares
|
$22,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
129
shares
|
$21,766
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
125
shares
|
$21,091
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
118
shares
|
$19,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$18,729
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
109
shares
|
$18,391
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|