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 104 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,370
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.16%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,510
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$985,500
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
15,756
shares
|
$971,199
0.33% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,410
shares
|
$888,232
0.04% of portfolio
|
Q2 2025
Reduced 59.23%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,129
shares
|
$870,911
0.0% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
12,985
shares
|
$800,395
0.15% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,883
shares
|
$794,108
0.0% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,803
shares
|
$789,176
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,015
shares
|
$678,964
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
9,623
shares
|
$593,161
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,336
shares
|
$575,471
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,857
shares
|
$545,945
0.15% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,249
shares
|
$508,468
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,730
shares
|
$476,477
0.35% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,106
shares
|
$438,013
0.03% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,841
shares
|
$421,679
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,555
shares
|
$404,050
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,543
shares
|
$403,310
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
6,273
shares
|
$386,667
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,972
shares
|
$368,114
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$308,200
0.01% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$308,200
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,855
shares
|
$299,262
0.01% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,849
shares
|
$298,892
0.0% of portfolio
|
Q2 2025
Added 26.97%
|