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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
6,552
shares
|
$400,720
0.26% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,471
shares
|
$395,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,812
shares
|
$355,461
0.0% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,355
shares
|
$327,511
0.14% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,183
shares
|
$316,992
0.01% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$305,800
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$305,800
0.01% of portfolio
|
Q1 2023
Reduced 0.1%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,571
shares
|
$279,562
0.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,563
shares
|
$279,073
0.01% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,310
shares
|
$263,599
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,223
shares
|
$258,278
0.01% of portfolio
|
Q1 2025
Reduced 89.5%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,029
shares
|
$246,413
0.05% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,901
shares
|
$238,585
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
3,865
shares
|
$236,383
0.13% of portfolio
|
Q1 2025
Reduced 67.84%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,846
shares
|
$235,221
0.07% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,819
shares
|
$233,570
0.0% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,736
shares
|
$228,493
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
3,680
shares
|
$225,068
0.14% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,561
shares
|
$217,790
0.0% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,716
shares
|
$166,110
0.01% of portfolio
|
Q1 2025
Reduced 63.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,371
shares
|
$145,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,189
shares
|
$133,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,163
shares
|
$132,289
0.0% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,010
shares
|
$122,931
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$122,320
0.0% of portfolio
|
Q2 2017
New holding
|