Institutional Ownership First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
906,000
shares
|
$60.3 Million
1.07% of portfolio
|
Q1 2023
Added 67.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
452,650
shares
|
$30.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
359,428
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
205,309
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
159,274
shares
|
$10.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,384
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
122,945
shares
|
$8.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
110,124
shares
|
$7.33 Million
0.38% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
90,191
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
67,941
shares
|
$4.52 Million
0.17% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
67,437
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
66,652
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
63,013
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
60,636
shares
|
$4.04 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
48,425
shares
|
$3.22 Million
1.65% of portfolio
|
Q3 2024
Added 28.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,651
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
37,903
shares
|
$2.52 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
37,477
shares
|
$2.49 Million
0.81% of portfolio
|
Q4 2023
Reduced 96.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,426
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,094
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,341
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
33,574
shares
|
$2.23 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
33,360
shares
|
$2.22 Million
0.96% of portfolio
|
Q3 2024
Reduced 48.26%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
32,229
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,780
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|