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 |
---|---|---|---|---|---|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,676
shares
|
$669,556
0.1% of portfolio
|
Q1 2023
Reduced 12.06%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
4,599
shares
|
$658,530
0.0% of portfolio
|
Q2 2024
Added 6.63%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
4,516
shares
|
$646,646
0.36% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
4,435
shares
|
$635,047
0.31% of portfolio
|
Q3 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
4,390
shares
|
$628,604
0.01% of portfolio
|
Q2 2024
Added 7.33%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
4,377
shares
|
$626,742
0.04% of portfolio
|
Q2 2024
New holding
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
4,337
shares
|
$621,015
0.18% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
4,217
shares
|
$603,832
0.01% of portfolio
|
Q2 2024
Added 6.76%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
4,143
shares
|
$593,236
0.0% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
3,942
shares
|
$564,454
0.02% of portfolio
|
Q2 2024
Added 38.66%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
3,843
shares
|
$550,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
3,797
shares
|
$543,692
0.03% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$522,643
0.02% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,555
shares
|
$509,040
0.05% of portfolio
|
Q3 2024
Reduced 61.65%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
3,461
shares
|
$495,580
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
3,408
shares
|
$487,991
0.16% of portfolio
|
Q2 2024
Added 23.97%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,396
shares
|
$486,273
0.05% of portfolio
|
Q3 2024
Added 5.89%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
3,353
shares
|
$480,116
0.01% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,130
shares
|
$448,184
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
3,129
shares
|
$448,041
0.14% of portfolio
|
Q1 2024
Added 0.13%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,085
shares
|
$441,741
0.0% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,982
shares
|
$426,992
0.0% of portfolio
|
Q2 2024
Added 29.65%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
2,973
shares
|
$425,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
2,832
shares
|
$405,514
0.15% of portfolio
|
Q1 2024
Added 8.01%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
2,799
shares
|
$400,788
0.25% of portfolio
|
Q2 2024
Reduced 3.05%
|