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 238 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $864 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,485
shares
|
$679,163
0.0% of portfolio
|
Q3 2024
Added 120.72%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
4,435
shares
|
$671,592
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,425
shares
|
$670,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,346
shares
|
$658,114
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
4,299
shares
|
$650,997
0.16% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,236
shares
|
$641,457
0.01% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,150
shares
|
$628,434
0.01% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,903
shares
|
$591,031
0.01% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,847
shares
|
$582,551
0.0% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,797
shares
|
$574,979
0.04% of portfolio
|
Q3 2022
Reduced 1.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,650
shares
|
$552,719
0.02% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,555
shares
|
$538,333
0.05% of portfolio
|
Q3 2024
Reduced 61.65%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,461
shares
|
$524,099
0.07% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$523,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,418
shares
|
$517,587
0.02% of portfolio
|
Q3 2024
Reduced 30.24%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
3,414
shares
|
$516,982
0.29% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,396
shares
|
$514,256
0.05% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,353
shares
|
$507,744
0.01% of portfolio
|
Q2 2024
Reduced 24.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,350
shares
|
$507,290
0.0% of portfolio
|
Q3 2024
Added 6736.73%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,318
shares
|
$502,444
0.1% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,130
shares
|
$473,975
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,130
shares
|
$473,975
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,086
shares
|
$467,312
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,017
shares
|
$456,864
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,982
shares
|
$451,564
0.0% of portfolio
|
Q2 2024
Added 29.65%
|