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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,687
shares
|
$790,837
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,457
shares
|
$752,029
0.06% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,442
shares
|
$749,498
0.32% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,403
shares
|
$742,918
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
4,273
shares
|
$720,983
0.08% of portfolio
|
Q1 2025
Reduced 57.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,157
shares
|
$701,410
0.01% of portfolio
|
Q2 2025
Reduced 48.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,042
shares
|
$682,006
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,013
shares
|
$677,113
0.02% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,797
shares
|
$640,667
0.05% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,780
shares
|
$637,799
0.01% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,544
shares
|
$597,979
0.1% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,462
shares
|
$584,143
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,461
shares
|
$583,974
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,411
shares
|
$575,538
0.02% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
3,410
shares
|
$575,369
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,388
shares
|
$571,657
0.0% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,383
shares
|
$570,813
0.1% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
3,332
shares
|
$562,208
0.25% of portfolio
|
Q1 2025
Reduced 53.18%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
3,250
shares
|
$548,372
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,234
shares
|
$545,672
0.01% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,226
shares
|
$544,322
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,223
shares
|
$543,816
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,183
shares
|
$537,067
0.01% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,133
shares
|
$528,631
0.03% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
3,025
shares
|
$510,408
0.37% of portfolio
|
Q3 2025
Reduced 1.72%
|