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 116 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,846
shares
|
$102,692
0.0% of portfolio
|
Q2 2020
Added 14.66%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,844
shares
|
$102,581
0.0% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,783
shares
|
$99,188
0.0% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,478
shares
|
$82,221
0.0% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,385
shares
|
$77,047
0.0% of portfolio
|
Q4 2024
Reduced 38.17%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
889
shares
|
$49,455
0.0% of portfolio
|
Q2 2024
Added 162.24%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
854
shares
|
$47,508
0.0% of portfolio
|
Q4 2024
Added 881.61%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
838
shares
|
$46,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
726
shares
|
$40,387
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
687
shares
|
$38,217
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
608
shares
|
$33,823
0.01% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
563
shares
|
$31,319
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
486
shares
|
$27,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
450
shares
|
$25,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
390
shares
|
$21,695
0.02% of portfolio
|
Q2 2022
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
381
shares
|
$21,195
0.0% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
352
shares
|
$19,581
0.0% of portfolio
|
Q4 2024
Reduced 48.01%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$19,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
339
shares
|
$18,858
0.0% of portfolio
|
Q1 2018
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
327
shares
|
$18,191
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
301
shares
|
$16,744
0.01% of portfolio
|
Q1 2025
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
271
shares
|
$15,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$14,408
0.05% of portfolio
|
Q2 2022
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$13,907
0.02% of portfolio
|
Q4 2021
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$13,796
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|