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 |
---|---|---|---|---|---|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,650
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
24,379
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2024
Added 5.83%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
19,308
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2023
Reduced 55.61%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
14,422
shares
|
$975,504
1.02% of portfolio
|
Q3 2024
Added 61.1%
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
12,990
shares
|
$878,643
0.17% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,860
shares
|
$802,210
0.73% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
11,541
shares
|
$780,633
0.4% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,501
shares
|
$777,927
0.0% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
11,408
shares
|
$771,637
0.44% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
11,401
shares
|
$771,163
0.07% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
11,293
shares
|
$763,858
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
11,180
shares
|
$756,215
0.0% of portfolio
|
Q2 2024
Added 3.91%
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
10,885
shares
|
$736,261
0.25% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
10,651
shares
|
$720,433
0.22% of portfolio
|
Q2 2024
Added 0.07%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,500
shares
|
$710,220
0.0% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
10,419
shares
|
$704,741
0.0% of portfolio
|
Q2 2024
Added 3.05%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
10,351
shares
|
$700,141
0.0% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
9,498
shares
|
$642,444
0.09% of portfolio
|
Q2 2024
New holding
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
8,642
shares
|
$584,544
0.29% of portfolio
|
Q2 2024
Added 0.24%
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
8,458
shares
|
$572,099
0.5% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
8,089
shares
|
$547,139
0.0% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 09, 2024 Q2 2024 |
7,976
shares
|
$539,496
0.38% of portfolio
|
Q2 2024
Added 2.66%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
7,925
shares
|
$536,047
0.04% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
7,730
shares
|
$522,857
0.45% of portfolio
|
Q1 2024
Added 24.08%
|