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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,957
shares
|
$296,348
0.01% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,930
shares
|
$292,259
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,888
shares
|
$285,899
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,843
shares
|
$279,085
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,751
shares
|
$265,153
0.0% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,721
shares
|
$260,611
0.04% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,674
shares
|
$253,493
0.0% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
1,625
shares
|
$246,073
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,571
shares
|
$237,896
0.0% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,570
shares
|
$237,745
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
1,564
shares
|
$236,836
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,557
shares
|
$235,776
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,554
shares
|
$235,322
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,504
shares
|
$227,750
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
1,500
shares
|
$227,145
0.05% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,500
shares
|
$227,145
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,456
shares
|
$220,482
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,345
shares
|
$203,673
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,254
shares
|
$189,893
0.16% of portfolio
|
Q3 2021
Reduced 7.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$187,773
0.0% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,156
shares
|
$175,053
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$168,541
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,090
shares
|
$165,058
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,002
shares
|
$151,732
0.01% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$151,430
0.0% of portfolio
|
Q1 2021
New holding
|