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 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $235 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
545,975
shares
|
$36.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
353,033
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
322,799
shares
|
$21.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
269,782
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.66%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
182,837
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 21.06%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
134,159
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2024
Added 3.96%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
124,103
shares
|
$8.39 Million
2.22% of portfolio
|
Q2 2024
Added 8.87%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
118,692
shares
|
$8.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
88,571
shares
|
$5.99 Million
0.01% of portfolio
|
Q2 2024
Added 4.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
81,912
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2024
Added 40.48%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
72,026
shares
|
$4.87 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
57,865
shares
|
$3.91 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
51,906
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.41%
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
51,363
shares
|
$3.47 Million
1.13% of portfolio
|
Q2 2024
Added 1.9%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
49,645
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
46,161
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2024
Added 63.67%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
39,110
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,014
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
36,723
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
34,208
shares
|
$2.31 Million
1.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
34,010
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.68%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,161
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Added 44.16%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
29,381
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.27%
|