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 116 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22,781
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,083
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.14%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
20,557
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,144
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
17,628
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
16,883
shares
|
$1.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$977,826
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
13,035
shares
|
$797,220
0.14% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,419
shares
|
$759,546
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,781
shares
|
$720,525
0.0% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,284
shares
|
$690,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
9,627
shares
|
$588,787
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,587
shares
|
$586,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,497
shares
|
$580,836
0.0% of portfolio
|
Q1 2025
Reduced 75.56%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,857
shares
|
$541,694
0.15% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
8,657
shares
|
$529,462
0.35% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,095
shares
|
$495,090
0.11% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,730
shares
|
$472,766
0.38% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
7,631
shares
|
$466,711
0.05% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,252
shares
|
$443,532
0.04% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,155
shares
|
$437,599
0.01% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,093
shares
|
$433,807
0.01% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,087
shares
|
$433,440
0.01% of portfolio
|
Q1 2025
Reduced 44.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,054
shares
|
$431,422
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,032
shares
|
$430,077
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|