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 127 institutions that hold shares in the stock, with a total of 3.16 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,414
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,143
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,466
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,144
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,140
shares
|
$967,769
0.05% of portfolio
|
Q4 2024
Added 164.55%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,214
shares
|
$918,366
0.4% of portfolio
|
Q4 2024
Reduced 50.96%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
16,058
shares
|
$856,694
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$852,959
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,771
shares
|
$841,382
0.01% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
13,035
shares
|
$695,417
0.14% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
12,842
shares
|
$685,120
0.01% of portfolio
|
Q4 2024
Added 916.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,061
shares
|
$643,454
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
12,019
shares
|
$641,213
0.41% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,284
shares
|
$602,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,277
shares
|
$601,627
0.0% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
10,066
shares
|
$537,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
9,622
shares
|
$513,333
0.27% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,435
shares
|
$503,357
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
9,348
shares
|
$498,715
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$496,155
0.0% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
9,092
shares
|
$485,058
0.17% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,736
shares
|
$466,065
0.12% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
8,702
shares
|
$464,251
0.01% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,519
shares
|
$454,488
0.01% of portfolio
|
Q1 2025
Added 118.16%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
8,425
shares
|
$449,473
0.33% of portfolio
|
Q4 2024
Added 0.78%
|