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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$16,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
93
shares
|
$15,691
0.01% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
87
shares
|
$14,679
0.0% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
86
shares
|
$14,510
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
82
shares
|
$13,835
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$12,654
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
70
shares
|
$11,811
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
67
shares
|
$11,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$11,304
0.0% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
66
shares
|
$11,136
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
50
shares
|
$8,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
50
shares
|
$8,436
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
49
shares
|
$8,267
0.0% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
49
shares
|
$8,267
0.0% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
43
shares
|
$7,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
43
shares
|
$7,255
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
43
shares
|
$7,255
0.0% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
34
shares
|
$5,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$4,218
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
23
shares
|
$3,880
0.0% of portfolio
|
Q1 2023
Reduced 68.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23
shares
|
$3,880
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
12
shares
|
$2,024
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
7
shares
|
$1,181
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$843
0.0% of portfolio
|
Q2 2025
New holding
|