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 |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
174
shares
|
$23,848
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
166
shares
|
$22,751
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
150
shares
|
$20,559
0.01% of portfolio
|
Q2 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
148
shares
|
$20,284
0.0% of portfolio
|
Q1 2024
Reduced 68.58%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
134
shares
|
$18,366
0.0% of portfolio
|
Q1 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
133
shares
|
$18,228
0.01% of portfolio
|
Q3 2022
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
129
shares
|
$17,680
0.01% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
125
shares
|
$17,132
0.0% of portfolio
|
Q4 2022
Reduced 55.04%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
111
shares
|
$15,213
0.01% of portfolio
|
Q1 2024
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
106
shares
|
$14,528
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
102
shares
|
$13,980
0.0% of portfolio
|
Q1 2024
Added 0.99%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
100
shares
|
$13,706
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
90
shares
|
$12,335
0.0% of portfolio
|
Q1 2023
Reduced 3.23%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
77
shares
|
$10,553
0.0% of portfolio
|
Q1 2023
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
71
shares
|
$9,731
0.01% of portfolio
|
Q3 2023
Added 1.43%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
70
shares
|
$9,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
59
shares
|
$8,086
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
46
shares
|
$6,304
0.0% of portfolio
|
Q2 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
23
shares
|
$3,152
0.0% of portfolio
|
Q1 2023
Reduced 68.49%
|
|
Eukles Asset Management
|
May 13, 2024 Q1 2024 |
23
shares
|
$3,152
0.0% of portfolio
|
Q3 2021
Added 35.29%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
23
shares
|
$3,152
0.0% of portfolio
|
Q2 2022
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
20
shares
|
$2,741
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
13
shares
|
$1,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
12
shares
|
$1,644
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Life Steps Financial, Inc.
|
Apr 26, 2024 Q1 2024 |
11
shares
|
$1,507
0.0% of portfolio
|
Q1 2024
New holding
|