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 |
---|---|---|---|---|---|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
655
shares
|
$89,774
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
640
shares
|
$87,718
0.0% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
616
shares
|
$84,428
0.01% of portfolio
|
Q1 2022
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
615
shares
|
$84,291
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
584
shares
|
$80,043
0.03% of portfolio
|
Q3 2023
Reduced 31.62%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
566
shares
|
$77,575
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
560
shares
|
$76,753
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
487
shares
|
$66,748
0.0% of portfolio
|
Q1 2024
Added 501.23%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$62,773
0.03% of portfolio
|
Q4 2022
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
453
shares
|
$62,088
0.01% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
449
shares
|
$61,539
0.01% of portfolio
|
Q3 2020
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
428
shares
|
$58,661
0.01% of portfolio
|
Q4 2023
Added 0.23%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
426
shares
|
$58,387
0.01% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
424
shares
|
$58,113
0.0% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
389
shares
|
$53,316
0.0% of portfolio
|
Q1 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
300
shares
|
$41,118
0.0% of portfolio
|
Q3 2021
Reduced 13.79%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$41,118
0.01% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
292
shares
|
$40,021
0.0% of portfolio
|
Q4 2023
Added 0.34%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
279
shares
|
$38,239
0.0% of portfolio
|
Q1 2024
Reduced 17.21%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$36,183
0.0% of portfolio
|
Q4 2023
Added 0.38%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
252
shares
|
$34,539
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
234
shares
|
$32,072
0.01% of portfolio
|
Q1 2024
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
197
shares
|
$27,000
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
195
shares
|
$26,726
0.01% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
178
shares
|
$24,396
0.02% of portfolio
|
Q2 2022
Added 0.56%
|