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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
7,730
shares
|
$412,395
0.37% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,553
shares
|
$402,952
0.0% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
7,524
shares
|
$401,405
0.04% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
7,428
shares
|
$396,283
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,252
shares
|
$386,894
0.04% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,155
shares
|
$381,719
0.01% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,054
shares
|
$376,330
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,612
shares
|
$352,750
0.0% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,471
shares
|
$345,227
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,769
shares
|
$307,776
0.07% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,710
shares
|
$304,628
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,577
shares
|
$297,532
0.15% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,183
shares
|
$276,513
0.01% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$266,750
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$266,750
0.02% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,571
shares
|
$243,862
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
4,315
shares
|
$230,205
0.11% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,308
shares
|
$229,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,233
shares
|
$225,830
0.01% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,116
shares
|
$219,588
0.0% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,981
shares
|
$212,386
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,952
shares
|
$210,839
0.0% of portfolio
|
Q4 2024
Reduced 28.88%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,680
shares
|
$196,328
0.14% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,632
shares
|
$193,767
0.02% of portfolio
|
Q4 2024
Reduced 32.36%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
3,615
shares
|
$192,860
0.07% of portfolio
|
Q4 2024
Added 0.03%
|