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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$15,167
0.0% of portfolio
|
Q2 2024
Reduced 99.47%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
205
shares
|
$12,537
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
171
shares
|
$10,458
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
162
shares
|
$9,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
160
shares
|
$9,785
0.0% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
139
shares
|
$8,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
43
shares
|
$2,629
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
43
shares
|
$2,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
32
shares
|
$1,957
0.0% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
16
shares
|
$978
0.0% of portfolio
|
Q4 2022
Reduced 94.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$611
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9
shares
|
$550
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8
shares
|
$489
0.0% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
8
shares
|
$489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|