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 274 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $863 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,625
shares
|
$223,031
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,621
shares
|
$222,482
0.05% of portfolio
|
Q4 2024
Reduced 51.15%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,570
shares
|
$215,482
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
1,564
shares
|
$214,659
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
1,557
shares
|
$213,698
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
1,554
shares
|
$213,286
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
1,554
shares
|
$213,286
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,520
shares
|
$208,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$205,875
0.04% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
1,500
shares
|
$205,875
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,459
shares
|
$200,247
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,456
shares
|
$199,836
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$197,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,429
shares
|
$196,130
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,420
shares
|
$194,895
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
1,389
shares
|
$190,640
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,345
shares
|
$184,601
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,332
shares
|
$182,817
0.0% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,254
shares
|
$172,111
0.16% of portfolio
|
Q3 2021
Reduced 7.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,240
shares
|
$170,190
0.0% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,160
shares
|
$159,210
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,156
shares
|
$158,661
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$149,602
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,063
shares
|
$145,896
0.0% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
1,012
shares
|
$138,897
0.0% of portfolio
|
Q4 2024
Reduced 57.53%
|