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 127 institutions that hold shares in the stock, with a total of 3.16 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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
390
shares
|
$20,806
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
381
shares
|
$20,326
0.0% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
352
shares
|
$18,779
0.0% of portfolio
|
Q4 2024
Reduced 48.01%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
351
shares
|
$18,725
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
339
shares
|
$18,085
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
327
shares
|
$17,445
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
271
shares
|
$14,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
259
shares
|
$13,817
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
250
shares
|
$13,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
250
shares
|
$13,337
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$13,230
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
204
shares
|
$10,883
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
171
shares
|
$9,122
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
160
shares
|
$8,536
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
160
shares
|
$8,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
139
shares
|
$7,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
120
shares
|
$6,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
66
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
Reduced 48.44%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
60
shares
|
$3,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
43
shares
|
$2,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
32
shares
|
$1,707
0.0% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
25
shares
|
$1,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
16
shares
|
$853
0.0% of portfolio
|
Q4 2022
Reduced 94.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10
shares
|
$533
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
8
shares
|
$426
0.0% of portfolio
|
Q4 2024
New holding
|