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 |
---|---|---|---|---|---|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
2,000
shares
|
$286,380
0.04% of portfolio
|
Q1 2023
New holding
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,980
shares
|
$283,516
0.05% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
1,957
shares
|
$280,222
0.01% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
1,949
shares
|
$279,077
0.01% of portfolio
|
Q2 2024
Added 7.62%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
1,930
shares
|
$276,356
0.02% of portfolio
|
Q2 2023
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
1,851
shares
|
$265,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
Papp L Roy & Associates
|
Jul 24, 2024 Q2 2024 |
1,843
shares
|
$263,899
0.03% of portfolio
|
Q2 2023
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,785
shares
|
$255,594
0.0% of portfolio
|
Q4 2023
Reduced 5.25%
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,721
shares
|
$246,429
0.04% of portfolio
|
Q1 2024
Added 0.29%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
1,688
shares
|
$241,704
0.02% of portfolio
|
Q2 2024
New holding
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
1,625
shares
|
$232,683
0.16% of portfolio
|
Q4 2023
New holding
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,571
shares
|
$224,951
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,570
shares
|
$224,808
0.02% of portfolio
|
Q2 2022
New holding
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,557
shares
|
$222,946
0.09% of portfolio
|
Q1 2024
New holding
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
1,554
shares
|
$222,517
0.02% of portfolio
|
Q1 2024
New holding
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
1,536
shares
|
$219,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
1,500
shares
|
$214,785
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 02, 2024 Q2 2024 |
1,500
shares
|
$214,785
0.05% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
1,485
shares
|
$212,637
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,456
shares
|
$208,484
0.04% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,345
shares
|
$192,590
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
1,254
shares
|
$179,560
0.17% of portfolio
|
Q3 2021
Reduced 7.32%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
1,240
shares
|
$177,555
0.0% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,156
shares
|
$165,527
0.1% of portfolio
|
Q4 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,113
shares
|
$159,370
0.0% of portfolio
|
Q2 2024
Added 0.91%
|