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 136 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
5,601
shares
|
$342,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,443
shares
|
$332,567
0.03% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,160
shares
|
$315,276
0.01% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
5,028
shares
|
$307,210
0.24% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,000
shares
|
$305,500
0.01% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,941
shares
|
$301,895
0.0% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,363
shares
|
$266,579
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
4,254
shares
|
$259,919
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,082
shares
|
$249,410
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,925
shares
|
$239,817
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,865
shares
|
$236,151
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,771
shares
|
$230,408
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,489
shares
|
$213,177
0.01% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,253
shares
|
$198,758
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,050
shares
|
$186,355
0.04% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,885
shares
|
$176,273
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,576
shares
|
$157,393
0.04% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,237
shares
|
$136,680
0.0% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
822
shares
|
$50,224
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
779
shares
|
$47,596
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
766
shares
|
$46,802
0.0% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
588
shares
|
$35,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
576
shares
|
$35,193
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
575
shares
|
$35,132
0.0% of portfolio
|
Q2 2022
Reduced 38.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
565
shares
|
$34,521
0.0% of portfolio
|
Q4 2023
New holding
|