Institutional Ownership First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL). We have compiled data on the 228 institutions that hold shares in the stock, with a total of 5.99 Million shares, which have been reported (via 13F filing form) to have a value of $816 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
868,718
shares
|
$118 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
737,126
shares
|
$100 Million
0.02% of portfolio
|
Q1 2024
Added 7.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
426,495
shares
|
$58.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
244,160
shares
|
$33.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 18.13%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
214,713
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2024
Added 16.67%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
184,274
shares
|
$25.1 Million
2.64% of portfolio
|
Q1 2024
Added 4.93%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
171,341
shares
|
$23.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
167,991
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
165,373
shares
|
$22.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
150,860
shares
|
$20.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
133,333
shares
|
$18.2 Million
0.83% of portfolio
|
Q1 2024
Added 3.57%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
133,186
shares
|
$18.1 Million
0.03% of portfolio
|
Q1 2024
Added 6.49%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
131,918
shares
|
$18 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
124,611
shares
|
$17 Million
9.32% of portfolio
|
Q1 2024
Reduced 18.53%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
115,012
shares
|
$15.7 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
112,612
shares
|
$15.3 Million
4.96% of portfolio
|
Q4 2023
Added 4.29%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
108,533
shares
|
$14.8 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
100,110
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2024
Added 13.87%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
97,311
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
67,446
shares
|
$9.19 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
66,579
shares
|
$9.07 Million
0.02% of portfolio
|
Q1 2024
Added 405.61%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
59,039
shares
|
$8.04 Million
0.03% of portfolio
|
Q1 2024
Added 0.63%
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 18, 2024 Q1 2024 |
58,108
shares
|
$7.92 Million
4.82% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Apr 18, 2024 Q1 2024 |
52,469
shares
|
$7.15 Million
1.54% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
48,358
shares
|
$6.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.96%
|