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 280 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
865
shares
|
$145,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
850
shares
|
$143,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$134,984
0.01% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
760
shares
|
$128,234
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
729
shares
|
$123,004
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
717
shares
|
$120,979
0.0% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
692
shares
|
$116,761
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
661
shares
|
$111,530
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
655
shares
|
$110,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
626
shares
|
$105,624
0.0% of portfolio
|
Q2 2025
Reduced 96.97%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
616
shares
|
$103,937
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
615
shares
|
$103,768
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
607
shares
|
$102,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$95,501
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
561
shares
|
$94,657
0.0% of portfolio
|
Q2 2025
Added 252.83%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
526
shares
|
$88,751
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
506
shares
|
$85,377
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$77,278
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
438
shares
|
$73,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
427
shares
|
$72,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
405
shares
|
$68,335
0.0% of portfolio
|
Q1 2025
Reduced 40.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
389
shares
|
$65,635
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
314
shares
|
$52,981
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
311
shares
|
$52,475
0.0% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
292
shares
|
$49,269
0.0% of portfolio
|
Q4 2023
Added 0.34%
|