Institutional Ownership First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,748,766
shares
|
$195 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
528,246
shares
|
$58.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
458,434
shares
|
$51 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
285,648
shares
|
$31.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.94%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
234,206
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
229,149
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
180,162
shares
|
$20.1 Million
0.42% of portfolio
|
Q2 2024
Added 98.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
173,035
shares
|
$19.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
163,973
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
113,886
shares
|
$12.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
111,762
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
104,298
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
104,145
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
86,647
shares
|
$9.64 Million
0.03% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
78,698
shares
|
$8.76 Million
0.03% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
76,572
shares
|
$8.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
65,387
shares
|
$7.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
65,175
shares
|
$7.25 Million
0.31% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
47,326
shares
|
$5.27 Million
2.63% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
44,748
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2024
Added 28.2%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
42,556
shares
|
$4.74 Million
0.75% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
41,042
shares
|
$4.57 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
39,888
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
39,082
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.89%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
38,714
shares
|
$4.31 Million
0.8% of portfolio
|
Q1 2024
Added 15.96%
|