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 108 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,510
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$967,114
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
15,756
shares
|
$953,080
0.33% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,897
shares
|
$840,629
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,002
shares
|
$786,490
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
12,985
shares
|
$785,462
0.15% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,778
shares
|
$772,941
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
11,581
shares
|
$700,534
0.11% of portfolio
|
Q3 2025
Reduced 94.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,334
shares
|
$685,593
0.03% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
11,164
shares
|
$675,310
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,668
shares
|
$645,307
0.01% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
9,623
shares
|
$582,095
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,336
shares
|
$564,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,857
shares
|
$535,759
0.15% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,824
shares
|
$533,763
0.0% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
7,730
shares
|
$467,587
0.35% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,106
shares
|
$429,841
0.03% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,897
shares
|
$417,199
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,841
shares
|
$413,812
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,555
shares
|
$396,511
0.0% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,543
shares
|
$395,786
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,432
shares
|
$389,071
0.0% of portfolio
|
Q3 2025
Added 32.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,972
shares
|
$361,246
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,883
shares
|
$355,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,558
shares
|
$336,203
0.01% of portfolio
|
Q3 2025
Reduced 11.4%
|
|