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 $259 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
11,100
shares
|
$713,619
0.06% of portfolio
|
Q1 2024
Added 136.62%
|
|
Brendel Financial Advisors LLC
|
Apr 30, 2024 Q1 2024 |
10,819
shares
|
$695,553
0.85% of portfolio
|
Q1 2024
Added 3.83%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
10,350
shares
|
$665,401
0.02% of portfolio
|
Q1 2024
New holding
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 26, 2024 Q1 2024 |
10,155
shares
|
$652,864
0.4% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
10,110
shares
|
$649,971
0.0% of portfolio
|
Q1 2024
Reduced 78.56%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
9,586
shares
|
$616,283
0.2% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
9,243
shares
|
$594,232
0.01% of portfolio
|
Q1 2024
Reduced 41.36%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
9,055
shares
|
$582,145
0.03% of portfolio
|
Q1 2024
New holding
|
|
Security Financial Services, Inc.
|
Apr 11, 2024 Q1 2024 |
8,960
shares
|
$576,038
0.14% of portfolio
|
Q4 2021
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
8,924
shares
|
$573,723
0.01% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
7,889
shares
|
$507,183
0.1% of portfolio
|
Q1 2024
New holding
|
|
Madden Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
7,790
shares
|
$500,819
0.28% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
7,723
shares
|
$496,511
0.05% of portfolio
|
Q1 2024
Reduced 48.63%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,294
shares
|
$468,931
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
7,240
shares
|
$465,459
0.27% of portfolio
|
Q4 2023
Reduced 7.06%
|
|
Navellier & Associates Inc
Reno, NV |
May 13, 2024 Q1 2024 |
6,868
shares
|
$441,543
0.06% of portfolio
|
Q1 2024
New holding
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
6,533
shares
|
$420,006
0.01% of portfolio
|
Q1 2024
Added 0.34%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
6,532
shares
|
$419,942
0.0% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
6,340
shares
|
$407,598
0.01% of portfolio
|
Q1 2024
Reduced 17.36%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
6,310
shares
|
$405,669
0.03% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
5,940
shares
|
$381,882
0.02% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
5,811
shares
|
$373,589
0.01% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,694
shares
|
$366,067
0.0% of portfolio
|
Q3 2023
Added 12.89%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 13, 2024 Q1 2024 |
5,539
shares
|
$356,102
0.13% of portfolio
|
Q1 2024
New holding
|
|
Wmg Financial Advisors, LLC
|
May 07, 2024 Q1 2024 |
4,986
shares
|
$320,549
0.2% of portfolio
|
Q1 2024
Reduced 8.18%
|