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 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,857
shares
|
$387,351
0.0% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$369,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
6,510
shares
|
$367,749
0.26% of portfolio
|
Q3 2024
Reduced 42.93%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
6,280
shares
|
$354,757
0.1% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
5,833
shares
|
$329,506
0.2% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,832
shares
|
$329,449
0.0% of portfolio
|
Q3 2024
Added 38.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,747
shares
|
$324,648
0.02% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,717
shares
|
$322,953
0.01% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,638
shares
|
$318,490
0.18% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,614
shares
|
$317,134
0.0% of portfolio
|
Q3 2024
Added 41.34%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,596
shares
|
$316,118
0.19% of portfolio
|
Q3 2024
Reduced 35.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,557
shares
|
$313,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,422
shares
|
$306,288
0.0% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,370
shares
|
$303,351
0.05% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$282,450
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$282,450
0.02% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$277,817
0.0% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,571
shares
|
$258,215
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$227,485
0.0% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,767
shares
|
$212,797
0.01% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,728
shares
|
$210,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,644
shares
|
$205,849
0.15% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,615
shares
|
$204,211
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,571
shares
|
$201,725
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
3,476
shares
|
$196,359
0.04% of portfolio
|
Q3 2024
Added 0.49%
|