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 $879 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$154,040
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$154,040
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
900
shares
|
$138,636
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
850
shares
|
$130,934
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
719
shares
|
$110,754
0.0% of portfolio
|
Q1 2024
Added 48.55%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
681
shares
|
$104,901
0.03% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
655
shares
|
$100,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
640
shares
|
$98,585
0.0% of portfolio
|
Q4 2023
Reduced 16.23%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
628
shares
|
$96,737
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
616
shares
|
$94,888
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
615
shares
|
$94,734
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
586
shares
|
$90,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
584
shares
|
$89,959
0.03% of portfolio
|
Q3 2023
Reduced 31.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$87,186
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
560
shares
|
$86,262
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$70,550
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
449
shares
|
$69,163
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
428
shares
|
$65,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
424
shares
|
$65,312
0.0% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
389
shares
|
$59,921
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
315
shares
|
$48,522
0.0% of portfolio
|
Q3 2024
Reduced 96.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
300
shares
|
$46,212
0.0% of portfolio
|
Q3 2021
Reduced 13.79%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
292
shares
|
$44,979
0.0% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
279
shares
|
$42,977
0.0% of portfolio
|
Q1 2024
Reduced 17.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$40,666
0.0% of portfolio
|
Q4 2023
Added 0.38%
|