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 |
---|---|---|---|---|---|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$156,077
0.01% of portfolio
|
Q1 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,002
shares
|
$143,476
0.02% of portfolio
|
Q4 2023
Added 0.2%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$143,190
0.0% of portfolio
|
Q1 2021
New holding
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$143,190
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,000
shares
|
$143,190
0.08% of portfolio
|
Q4 2023
New holding
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
900
shares
|
$128,871
0.01% of portfolio
|
Q2 2024
New holding
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
850
shares
|
$121,711
0.02% of portfolio
|
Q3 2024
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
843
shares
|
$120,709
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
719
shares
|
$102,953
0.0% of portfolio
|
Q1 2024
Added 48.55%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
681
shares
|
$97,512
0.03% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
644
shares
|
$92,214
0.01% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
640
shares
|
$91,641
0.0% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
616
shares
|
$88,205
0.01% of portfolio
|
Q1 2022
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
615
shares
|
$88,061
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
584
shares
|
$83,622
0.03% of portfolio
|
Q3 2023
Reduced 31.62%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$81,045
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
560
shares
|
$80,186
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$65,581
0.03% of portfolio
|
Q4 2022
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
453
shares
|
$64,865
0.01% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
449
shares
|
$64,292
0.01% of portfolio
|
Q3 2020
New holding
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
424
shares
|
$60,712
0.0% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
389
shares
|
$55,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
300
shares
|
$42,957
0.0% of portfolio
|
Q3 2021
Reduced 13.79%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
292
shares
|
$41,811
0.0% of portfolio
|
Q4 2023
Added 0.34%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
279
shares
|
$39,950
0.0% of portfolio
|
Q1 2024
Reduced 17.21%
|