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 |
---|---|---|---|---|---|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
275
shares
|
$39,377
0.01% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$37,802
0.0% of portfolio
|
Q4 2023
Added 0.38%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
234
shares
|
$33,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
197
shares
|
$28,208
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
195
shares
|
$27,922
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
178
shares
|
$25,487
0.02% of portfolio
|
Q2 2022
Added 0.56%
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
174
shares
|
$24,915
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
166
shares
|
$23,769
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
150
shares
|
$21,478
0.01% of portfolio
|
Q2 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
143
shares
|
$20,476
0.0% of portfolio
|
Q2 2024
Added 14.4%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
142
shares
|
$20,332
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
135
shares
|
$19,330
0.0% of portfolio
|
Q2 2024
Added 35.0%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
134
shares
|
$19,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
133
shares
|
$19,044
0.01% of portfolio
|
Q3 2022
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
129
shares
|
$18,471
0.01% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$15,894
0.01% of portfolio
|
Q1 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
106
shares
|
$15,178
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
92
shares
|
$13,173
0.0% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
90
shares
|
$12,887
0.0% of portfolio
|
Q1 2023
Reduced 3.23%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
77
shares
|
$11,025
0.0% of portfolio
|
Q1 2023
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
73
shares
|
$10,452
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
70
shares
|
$10,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
67
shares
|
$9,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
59
shares
|
$8,448
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
49
shares
|
$7,016
0.0% of portfolio
|
Q2 2024
Reduced 97.39%
|