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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
544
shares
|
$36,796
0.0% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
430
shares
|
$29,085
0.01% of portfolio
|
Q4 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
424
shares
|
$28,679
0.0% of portfolio
|
Q1 2024
Added 12.47%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
421
shares
|
$28,476
0.0% of portfolio
|
Q2 2024
Reduced 73.72%
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
390
shares
|
$26,379
0.02% of portfolio
|
Q2 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$23,741
0.0% of portfolio
|
Q4 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
340
shares
|
$22,997
0.0% of portfolio
|
Q2 2024
Added 9.68%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
339
shares
|
$22,929
0.0% of portfolio
|
Q1 2018
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
271
shares
|
$18,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$17,518
0.05% of portfolio
|
Q2 2022
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$16,910
0.02% of portfolio
|
Q4 2021
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$16,774
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
225
shares
|
$15,219
0.0% of portfolio
|
Q3 2023
Added 800.0%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
217
shares
|
$14,677
0.0% of portfolio
|
Q3 2024
Reduced 58.98%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 19, 2024 Q2 2024 |
172
shares
|
$11,634
0.01% of portfolio
|
Q2 2024
Added 0.58%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
160
shares
|
$10,822
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
92
shares
|
$6,222
0.0% of portfolio
|
Q3 2023
Reduced 68.6%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
87
shares
|
$5,884
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
83
shares
|
$5,614
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
60
shares
|
$4,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,352
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
16
shares
|
$1,082
0.0% of portfolio
|
Q4 2022
Reduced 94.12%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
10
shares
|
$676
0.0% of portfolio
|
Q3 2023
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
3
shares
|
$202
0.0% of portfolio
|
Q1 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|