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 104 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,601
shares
|
$283,605
0.01% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,571
shares
|
$281,756
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,313
shares
|
$265,853
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
4,170
shares
|
$257,038
0.15% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,111
shares
|
$253,402
0.09% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,080
shares
|
$251,491
0.01% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
3,901
shares
|
$240,457
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,799
shares
|
$234,170
0.07% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,616
shares
|
$222,890
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,095
shares
|
$190,775
0.0% of portfolio
|
Q3 2025
Added 61.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,583
shares
|
$159,216
0.0% of portfolio
|
Q2 2025
Reduced 30.86%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,404
shares
|
$148,182
0.0% of portfolio
|
Q3 2025
Added 26611.11%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,373
shares
|
$146,271
0.0% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,371
shares
|
$146,148
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,114
shares
|
$130,306
0.0% of portfolio
|
Q2 2025
Reduced 69.94%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,010
shares
|
$123,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$123,280
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$113,787
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,844
shares
|
$113,664
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,758
shares
|
$108,363
0.0% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,385
shares
|
$85,371
0.0% of portfolio
|
Q4 2024
Reduced 38.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
900
shares
|
$55,476
0.0% of portfolio
|
Q2 2025
Reduced 74.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
889
shares
|
$54,797
0.0% of portfolio
|
Q2 2024
Added 162.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
853
shares
|
$52,578
0.0% of portfolio
|
Q2 2025
Reduced 42.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
781
shares
|
$48,140
0.0% of portfolio
|
Q3 2025
Added 0.26%
|