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 $821 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
48,339
shares
|
$6.63 Million
1.19% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
46,882
shares
|
$6.43 Million
0.0% of portfolio
|
Q1 2024
Added 2517.64%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
46,129
shares
|
$6.32 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
41,510
shares
|
$5.69 Million
0.13% of portfolio
|
Q1 2024
Added 29.42%
|
|
Socha Financial Group, LLC
Corning, NY |
May 09, 2024 Q1 2024 |
35,632
shares
|
$4.88 Million
2.11% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
34,548
shares
|
$4.74 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Triton Wealth Management, Pllc
|
Apr 25, 2024 Q1 2024 |
33,790
shares
|
$4.63 Million
3.02% of portfolio
|
Q1 2024
Reduced 10.31%
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2024 Q1 2024 |
30,882
shares
|
$4.23 Million
1.81% of portfolio
|
Q1 2024
Added 3.86%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
27,796
shares
|
$3.81 Million
0.28% of portfolio
|
Q1 2024
Added 8.18%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
26,768
shares
|
$3.67 Million
0.68% of portfolio
|
Q4 2023
Added 28376.6%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
25,934
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2024
Added 81.61%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2024 Q1 2024 |
23,544
shares
|
$3.23 Million
2.89% of portfolio
|
Q1 2024
Added 14.73%
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
22,776
shares
|
$3.12 Million
0.23% of portfolio
|
Q1 2024
Added 0.07%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
22,344
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2024
Added 46.65%
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
21,989
shares
|
$3.01 Million
1.31% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
21,773
shares
|
$2.98 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
Navellier & Associates Inc
Reno, NV |
May 13, 2024 Q1 2024 |
20,648
shares
|
$2.83 Million
0.35% of portfolio
|
Q1 2024
Reduced 34.43%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
18,055
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2024
Added 0.96%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
17,057
shares
|
$2.34 Million
0.09% of portfolio
|
Q1 2024
Reduced 38.49%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
16,356
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2024
Added 9.62%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
16,342
shares
|
$2.24 Million
0.95% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
16,260
shares
|
$2.23 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
16,237
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 10, 2024 Q1 2024 |
16,121
shares
|
$2.21 Million
0.28% of portfolio
|
Q1 2024
Added 0.27%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
15,889
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2023
Added 0.13%
|