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 238 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
234
shares
|
$34,938
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
229
shares
|
$34,191
0.01% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
197
shares
|
$29,414
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
195
shares
|
$29,115
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
178
shares
|
$26,577
0.02% of portfolio
|
Q2 2022
Added 0.56%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
174
shares
|
$25,979
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
166
shares
|
$24,785
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
150
shares
|
$22,396
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
145
shares
|
$21,649
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
145
shares
|
$21,649
0.0% of portfolio
|
Q3 2024
Added 1712.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
143
shares
|
$21,351
0.0% of portfolio
|
Q2 2024
Added 14.4%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
133
shares
|
$19,858
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
128
shares
|
$19,111
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$16,573
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
109
shares
|
$16,274
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$15,826
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
92
shares
|
$13,736
0.0% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
89
shares
|
$13,288
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
80
shares
|
$11,944
0.0% of portfolio
|
Q3 2024
Reduced 43.66%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
73
shares
|
$10,899
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
70
shares
|
$10,451
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
70
shares
|
$10,451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
69
shares
|
$10,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
67
shares
|
$10,003
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
59
shares
|
$8,809
0.0% of portfolio
|
Q1 2024
Added 1.72%
|