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 249 institutions that hold shares in the stock, with a total of 5.94 Million shares, which have been reported (via 13F filing form) to have a value of $791 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
389
shares
|
$51,838
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
369
shares
|
$49,172
0.0% of portfolio
|
Q1 2025
Reduced 35.26%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
292
shares
|
$38,911
0.0% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
291
shares
|
$38,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
279
shares
|
$37,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$35,180
0.0% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
255
shares
|
$33,981
0.0% of portfolio
|
Q1 2025
Added 78.32%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
234
shares
|
$31,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
232
shares
|
$30,916
0.0% of portfolio
|
Q1 2025
Reduced 81.29%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
209
shares
|
$27,851
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
197
shares
|
$26,252
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
195
shares
|
$25,985
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
190
shares
|
$25,319
0.03% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
174
shares
|
$23,187
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
167
shares
|
$22,254
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
166
shares
|
$22,121
0.0% of portfolio
|
Q1 2021
Reduced 43.92%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
159
shares
|
$21,188
0.0% of portfolio
|
Q1 2025
Added 130.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
150
shares
|
$19,989
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
146
shares
|
$19,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
145
shares
|
$19,322
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
129
shares
|
$17,190
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
125
shares
|
$16,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
111
shares
|
$14,791
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
109
shares
|
$14,525
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$13,326
0.01% of portfolio
|
Q4 2024
New holding
|