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 274 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 $863 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
50,150
shares
|
$6.88 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
46,032
shares
|
$6.32 Million
1.45% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
44,302
shares
|
$6.08 Million
0.02% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
43,972
shares
|
$6.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
34,524
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
34,372
shares
|
$4.72 Million
0.33% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
34,249
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Added 99.25%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
34,106
shares
|
$4.68 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
33,570
shares
|
$4.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
32,617
shares
|
$4.48 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
31,886
shares
|
$4.38 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,589
shares
|
$3.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
27,305
shares
|
$3.75 Million
1.9% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,300
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
22,574
shares
|
$3.1 Million
2.84% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
22,446
shares
|
$3.08 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
20,803
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,863
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
19,601
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,139
shares
|
$2.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
16,690
shares
|
$2.29 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,372
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
15,454
shares
|
$2.12 Million
0.29% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
15,149
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
15,106
shares
|
$2.07 Million
2.0% of portfolio
|
Q4 2024
New holding
|