Institutional Ownership First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
511,253
shares
|
$28.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
279,723
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
253,438
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
224,955
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
145,807
shares
|
$8.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
134,255
shares
|
$7.58 Million
2.34% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$6.63 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
108,286
shares
|
$6.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
92,991
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
91,956
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 77.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,814
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
57,865
shares
|
$3.27 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
54,375
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
53,814
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,635
shares
|
$3.03 Million
1.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,837
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
42,401
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 31.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
41,788
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
37,650
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
37,187
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,101
shares
|
$1.98 Million
1.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,919
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,376
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
25,913
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
New holding
|