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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
458
shares
|
$25,872
0.0% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
390
shares
|
$22,031
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
381
shares
|
$21,522
0.0% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
356
shares
|
$20,110
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$19,827
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
339
shares
|
$19,150
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
271
shares
|
$15,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$14,630
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$14,122
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$14,009
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
217
shares
|
$12,258
0.0% of portfolio
|
Q3 2024
Reduced 58.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$11,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
173
shares
|
$9,772
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
160
shares
|
$9,038
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$7,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
92
shares
|
$5,197
0.0% of portfolio
|
Q3 2023
Reduced 68.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
87
shares
|
$4,914
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
85
shares
|
$4,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
60
shares
|
$3,389
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
32
shares
|
$1,807
0.0% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
25
shares
|
$1,412
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
16
shares
|
$903
0.0% of portfolio
|
Q4 2022
Reduced 94.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$564
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
3
shares
|
$169
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
|