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 265 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $988 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
693
shares
|
$110,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
684
shares
|
$108,831
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
661
shares
|
$105,171
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
655
shares
|
$104,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
650
shares
|
$103,421
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
616
shares
|
$98,011
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
615
shares
|
$97,852
0.0% of portfolio
|
Q1 2022
Reduced 13.99%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
584
shares
|
$92,920
0.03% of portfolio
|
Q3 2023
Reduced 31.62%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
570
shares
|
$90,692
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
566
shares
|
$90,056
0.01% of portfolio
|
Q1 2024
Added 607.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
547
shares
|
$87,033
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
458
shares
|
$72,872
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
449
shares
|
$71,440
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
428
shares
|
$68,099
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
424
shares
|
$67,462
0.0% of portfolio
|
Q1 2024
Reduced 27.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
389
shares
|
$61,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
349
shares
|
$55,529
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
300
shares
|
$47,733
0.0% of portfolio
|
Q3 2021
Reduced 13.79%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
292
shares
|
$46,460
0.0% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
264
shares
|
$42,005
0.0% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
234
shares
|
$37,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
209
shares
|
$33,253
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
197
shares
|
$31,344
0.0% of portfolio
|
Q4 2021
Reduced 66.09%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
195
shares
|
$31,026
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
174
shares
|
$27,685
0.0% of portfolio
|
Q1 2024
Reduced 56.61%
|