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 134 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
906,000
shares
|
$58.1 Million
1.2% of portfolio
|
Q1 2023
Added 67.78%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
480,236
shares
|
$30.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
366,385
shares
|
$23.5 Million
0.01% of portfolio
|
Q1 2024
Added 10.38%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
256,296
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.76%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
133,201
shares
|
$8.54 Million
0.01% of portfolio
|
Q1 2024
Reduced 33.14%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
127,063
shares
|
$8.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
100,646
shares
|
$6.46 Million
0.39% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
94,881
shares
|
$6.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
75,571
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.35%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
74,671
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2024
Added 328.68%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
67,719
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2024
Added 8.0%
|
|
Independent Advisor Alliance
|
May 08, 2024 Q1 2024 |
66,064
shares
|
$4.24 Million
0.16% of portfolio
|
Q1 2024
Added 3.45%
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
May 31, 2024 Q1 2024 |
64,108
shares
|
$4.11 Million
2.12% of portfolio
|
Q1 2024
Added 53.69%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
58,158
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
47,002
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
40,652
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2024
Reduced 54.82%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
39,013
shares
|
$2.5 Million
0.11% of portfolio
|
Q4 2023
Reduced 23.13%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
38,302
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2024
Added 3.2%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
38,048
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
37,540
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
37,477
shares
|
$2.4 Million
0.81% of portfolio
|
Q4 2023
Reduced 96.29%
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
33,895
shares
|
$2.17 Million
1.38% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
33,574
shares
|
$2.15 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
33,400
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 52.78%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
33,369
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.0%
|