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 116 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
427,056
shares
|
$23.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
198,844
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
180,826
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
171,765
shares
|
$9.56 Million
2.13% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
111,051
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,701
shares
|
$6.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
95,474
shares
|
$5.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
90,061
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
74,185
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 67.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
73,223
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
68,359
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
67,608
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
66,097
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2025
Added 31.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
64,238
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 1058.9%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,635
shares
|
$2.98 Million
1.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
51,102
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
49,022
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
41,100
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Added 341.94%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,348
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Added 94.86%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
34,643
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,614
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,143
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,589
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 13.5%
|