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 240 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $839 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
44,875
shares
|
$6.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.2%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
44,718
shares
|
$6.4 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
43,306
shares
|
$6.2 Million
0.12% of portfolio
|
Q2 2024
Added 4.33%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 31, 2024 Q2 2024 |
35,224
shares
|
$5.04 Million
2.25% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
34,478
shares
|
$4.94 Million
2.73% of portfolio
|
Q3 2024
Added 2.86%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
34,389
shares
|
$4.92 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Iron Bridge Private Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
34,171
shares
|
$4.89 Million
1.83% of portfolio
|
Q2 2024
Added 10.65%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
28,273
shares
|
$4.05 Million
0.28% of portfolio
|
Q2 2024
Added 1.72%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
26,759
shares
|
$3.83 Million
0.03% of portfolio
|
Q2 2024
Added 19.76%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
26,482
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
25,718
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
25,173
shares
|
$3.6 Million
0.41% of portfolio
|
Q2 2024
Added 21.91%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
23,544
shares
|
$3.37 Million
2.9% of portfolio
|
Q1 2024
Added 14.73%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,483
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2024
Added 503.08%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
21,897
shares
|
$3.14 Million
0.24% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
21,773
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
18,992
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2024
Added 5.19%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
18,250
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2024
Added 6.99%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
17,243
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2024
Added 5.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,607
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
16,332
shares
|
$2.34 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
16,316
shares
|
$2.34 Million
0.29% of portfolio
|
Q2 2024
Added 1.21%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
16,260
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
15,779
shares
|
$2.26 Million
0.23% of portfolio
|
Q1 2024
Added 0.43%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
14,439
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.07%
|