Institutional Ownership First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
402,773
shares
|
$24.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
194,223
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
193,649
shares
|
$11.6 Million
2.29% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
172,509
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,451
shares
|
$7.06 Million
0.01% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
108,578
shares
|
$6.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
106,637
shares
|
$6.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
92,316
shares
|
$5.55 Million
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
89,162
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,320
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
69,771
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
59,105
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
58,214
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
57,621
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
55,004
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,635
shares
|
$3.22 Million
1.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
51,693
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,681
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
37,367
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,398
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 220.08%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
28,240
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Added 568.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
28,136
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,143
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,349
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
23,852
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 4.7%
|