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 117 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,988
shares
|
$955,922
0.65% of portfolio
|
Q4 2023
Reduced 6.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,533
shares
|
$809,138
0.01% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
12,990
shares
|
$776,672
0.17% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,460
shares
|
$744,983
0.43% of portfolio
|
Q3 2024
Added 61.19%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
12,019
shares
|
$718,616
0.41% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,501
shares
|
$687,644
0.0% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,218
shares
|
$670,724
0.0% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,163
shares
|
$607,645
0.29% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$597,900
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,888
shares
|
$591,203
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,524
shares
|
$569,439
0.0% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
9,092
shares
|
$543,610
0.17% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,000
shares
|
$538,110
0.0% of portfolio
|
Q4 2024
Reduced 75.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,984
shares
|
$537,153
0.0% of portfolio
|
Q3 2024
Reduced 80.54%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,736
shares
|
$522,325
0.12% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
8,702
shares
|
$520,292
0.01% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
8,648
shares
|
$517,063
0.56% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
8,360
shares
|
$499,844
0.39% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,112
shares
|
$485,016
0.0% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,890
shares
|
$471,743
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,804
shares
|
$466,601
0.06% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,155
shares
|
$427,797
0.01% of portfolio
|
Q4 2023
Reduced 2.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,857
shares
|
$409,980
0.0% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$391,086
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
5,836
shares
|
$348,934
0.08% of portfolio
|
Q4 2024
Reduced 7.07%
|