Institutional Ownership First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
12,029,845
shares
|
$788 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,768,624
shares
|
$116 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,525,618
shares
|
$100 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,333
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
343,665
shares
|
$22.5 Million
5.14% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
322,502
shares
|
$21.1 Million
1.66% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
320,532
shares
|
$21 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
302,501
shares
|
$19.8 Million
0.13% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
301,743
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2024
Added 6228.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
287,766
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
247,903
shares
|
$16.2 Million
2.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
244,658
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
232,942
shares
|
$15.3 Million
0.3% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
192,872
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
190,270
shares
|
$12.5 Million
0.18% of portfolio
|
Q3 2024
Added 6499.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
186,907
shares
|
$12.2 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
161,231
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
160,254
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
148,721
shares
|
$9.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
131,411
shares
|
$8.61 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
123,977
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
117,097
shares
|
$7.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,098
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
99,213
shares
|
$6.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
98,357
shares
|
$6.45 Million
1.12% of portfolio
|
Q3 2024
Added 0.11%
|