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 |
---|---|---|---|---|---|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
7,387
shares
|
$499,656
0.01% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,358
shares
|
$497,695
0.04% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,155
shares
|
$483,964
0.02% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
6,893
shares
|
$466,242
0.01% of portfolio
|
Q2 2024
Reduced 25.1%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
6,697
shares
|
$452,985
0.07% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
6,556
shares
|
$443,447
0.05% of portfolio
|
Q1 2024
Added 1.08%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
6,382
shares
|
$431,678
0.0% of portfolio
|
Q2 2024
Reduced 12.92%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
6,280
shares
|
$424,779
0.1% of portfolio
|
Q3 2024
Added 2.36%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,268
shares
|
$423,967
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
5,833
shares
|
$394,544
0.2% of portfolio
|
Q3 2024
Added 9.36%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
5,822
shares
|
$393,800
0.21% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
5,770
shares
|
$390,282
0.01% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
5,624
shares
|
$380,407
0.05% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
5,000
shares
|
$338,200
0.12% of portfolio
|
Q4 2022
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,000
shares
|
$338,200
0.03% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,571
shares
|
$309,182
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
4,306
shares
|
$291,257
0.0% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
4,214
shares
|
$285,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
4,193
shares
|
$283,614
0.01% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
4,056
shares
|
$274,347
0.0% of portfolio
|
Q2 2024
Reduced 78.37%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
4,004
shares
|
$270,830
0.01% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
3,972
shares
|
$268,666
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,728
shares
|
$252,161
0.01% of portfolio
|
Q3 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,713
shares
|
$251,147
0.0% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
3,656
shares
|
$247,291
0.01% of portfolio
|
Q2 2024
Added 9.72%
|