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 275 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $928 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
86
shares
|
$13,582
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
82
shares
|
$12,951
0.0% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$11,845
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
70
shares
|
$11,055
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
67
shares
|
$10,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$10,581
0.0% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
66
shares
|
$10,424
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
50
shares
|
$7,897
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
49
shares
|
$7,739
0.0% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
49
shares
|
$7,739
0.0% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
43
shares
|
$6,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$6,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
34
shares
|
$5,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$3,948
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
23
shares
|
$3,632
0.0% of portfolio
|
Q1 2023
Reduced 68.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
23
shares
|
$3,632
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
12
shares
|
$1,895
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
7
shares
|
$1,105
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|