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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,420
shares
|
$193,195
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
3,418
shares
|
$193,082
0.06% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,399
shares
|
$192,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,172
shares
|
$179,186
0.0% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,060
shares
|
$172,859
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,987
shares
|
$168,735
0.01% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,981
shares
|
$168,396
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,567
shares
|
$145,009
0.0% of portfolio
|
Q3 2024
Added 184.91%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,321
shares
|
$131,113
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,240
shares
|
$126,537
0.0% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,010
shares
|
$113,544
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$112,980
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,884
shares
|
$106,427
0.0% of portfolio
|
Q2 2024
Added 24.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$104,280
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,748
shares
|
$98,744
0.0% of portfolio
|
Q3 2024
Added 8640.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$96,033
0.0% of portfolio
|
Q2 2024
Reduced 24.41%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,686
shares
|
$95,242
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,263
shares
|
$71,346
0.0% of portfolio
|
Q3 2024
Reduced 82.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
889
shares
|
$50,219
0.0% of portfolio
|
Q2 2024
Added 162.24%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
825
shares
|
$46,604
0.0% of portfolio
|
Q1 2024
Added 560.0%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
796
shares
|
$44,966
0.02% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
728
shares
|
$41,124
0.01% of portfolio
|
Q3 2024
Reduced 41.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
718
shares
|
$40,559
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
677
shares
|
$38,243
0.0% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
563
shares
|
$31,803
0.0% of portfolio
|
Q4 2022
New holding
|