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 |
---|---|---|---|---|---|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,644
shares
|
$246,480
0.15% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
3,614
shares
|
$244,450
0.09% of portfolio
|
Q3 2024
Reduced 35.69%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
3,479
shares
|
$235,319
0.02% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
3,476
shares
|
$235,116
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
3,418
shares
|
$231,193
0.06% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,060
shares
|
$206,978
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,059
shares
|
$206,910
0.0% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,446
shares
|
$165,447
0.01% of portfolio
|
Q2 2024
Reduced 11.73%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,240
shares
|
$151,513
0.0% of portfolio
|
Q3 2023
Added 0.07%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,010
shares
|
$135,956
0.01% of portfolio
|
Q4 2022
New holding
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$135,280
0.0% of portfolio
|
Q2 2017
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,884
shares
|
$127,433
0.0% of portfolio
|
Q2 2024
Added 24.85%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$124,863
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$114,988
0.0% of portfolio
|
Q2 2024
Reduced 24.41%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,697
shares
|
$114,785
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
925
shares
|
$62,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
901
shares
|
$60,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
889
shares
|
$60,131
0.0% of portfolio
|
Q2 2024
Added 162.24%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
825
shares
|
$55,803
0.0% of portfolio
|
Q1 2024
Added 560.0%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
796
shares
|
$53,841
0.02% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
781
shares
|
$52,826
0.01% of portfolio
|
Q3 2023
Reduced 6.58%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
780
shares
|
$52,759
0.01% of portfolio
|
Q1 2024
Added 1713.95%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
728
shares
|
$49,241
0.01% of portfolio
|
Q3 2024
Reduced 41.29%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
707
shares
|
$47,821
0.01% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
563
shares
|
$38,081
0.0% of portfolio
|
Q4 2022
New holding
|