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 |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,785
shares
|
$244,652
0.0% of portfolio
|
Q4 2023
Reduced 5.25%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
1,747
shares
|
$239,443
0.0% of portfolio
|
Q1 2024
New holding
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
1,721
shares
|
$235,880
0.06% of portfolio
|
Q1 2024
Added 0.29%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,646
shares
|
$225,600
0.0% of portfolio
|
Q4 2023
New holding
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 30, 2024 Q1 2024 |
1,625
shares
|
$222,722
0.17% of portfolio
|
Q4 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
1,570
shares
|
$215,184
0.02% of portfolio
|
Q2 2022
New holding
|
|
One Charles Private Wealth Services, LLC
|
May 14, 2024 Q1 2024 |
1,557
shares
|
$213,402
0.09% of portfolio
|
Q1 2024
New holding
|
|
Americana Partners, LLC
Houston, TX |
May 07, 2024 Q1 2024 |
1,554
shares
|
$212,991
0.02% of portfolio
|
Q1 2024
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
1,500
shares
|
$205,590
0.08% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 07, 2024 Q1 2024 |
1,500
shares
|
$205,590
0.08% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
1,485
shares
|
$203,534
0.01% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,445
shares
|
$198,051
0.01% of portfolio
|
Q1 2024
Reduced 12.16%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
1,355
shares
|
$185,716
0.0% of portfolio
|
Q1 2024
Reduced 35.63%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
1,254
shares
|
$171,873
0.2% of portfolio
|
Q3 2021
Reduced 7.32%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
1,156
shares
|
$158,441
0.11% of portfolio
|
Q4 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,103
shares
|
$151,177
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$149,395
0.01% of portfolio
|
Q1 2021
New holding
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
1,075
shares
|
$147,339
0.01% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,002
shares
|
$137,334
0.02% of portfolio
|
Q4 2023
Added 0.2%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Apr 22, 2024 Q1 2024 |
1,000
shares
|
$137,060
0.09% of portfolio
|
Q4 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,000
shares
|
$137,060
0.0% of portfolio
|
Q1 2021
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
843
shares
|
$115,541
0.0% of portfolio
|
Q1 2024
Reduced 12.0%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
719
shares
|
$98,546
0.0% of portfolio
|
Q1 2024
Added 48.55%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
681
shares
|
$93,337
0.03% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
664
shares
|
$91,007
0.01% of portfolio
|
Q4 2023
Added 4.24%
|