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 108 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
5,061
shares
|
$306,139
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,000
shares
|
$302,450
0.01% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
5,000
shares
|
$302,450
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,919
shares
|
$297,550
0.0% of portfolio
|
Q3 2025
Reduced 40.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,855
shares
|
$293,678
0.01% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,601
shares
|
$278,314
0.01% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,571
shares
|
$276,499
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,111
shares
|
$248,674
0.09% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,080
shares
|
$246,799
0.01% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
3,901
shares
|
$235,971
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,799
shares
|
$229,801
0.07% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,632
shares
|
$219,699
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
3,580
shares
|
$216,554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
3,418
shares
|
$206,754
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,095
shares
|
$187,216
0.0% of portfolio
|
Q3 2025
Added 61.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,519
shares
|
$152,374
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,404
shares
|
$145,417
0.0% of portfolio
|
Q3 2025
Added 26611.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,380
shares
|
$143,966
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,010
shares
|
$121,584
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$120,980
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$111,664
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,844
shares
|
$111,543
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,758
shares
|
$106,341
0.0% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,674
shares
|
$101,260
0.0% of portfolio
|
Q3 2025
Reduced 29.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,568
shares
|
$94,848
0.0% of portfolio
|
Q3 2025
Reduced 25.83%
|
|