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 280 institutions that hold shares in the stock, with a total of 5.41 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,104,989
shares
|
$113 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
492,436
shares
|
$50.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
335,059
shares
|
$34.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
274,652
shares
|
$28 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
269,862
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
172,233
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
161,227
shares
|
$16.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,638
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,913
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
127,587
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Added 36.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
123,964
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
95,317
shares
|
$9.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
75,383
shares
|
$7.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,676
shares
|
$6.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,113
shares
|
$6.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
61,020
shares
|
$6.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
60,660
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
59,270
shares
|
$6.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,865
shares
|
$5.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,095
shares
|
$4.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.72%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
43,571
shares
|
$4.44 Million
2.23% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
42,556
shares
|
$4.34 Million
0.75% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
38,714
shares
|
$3.94 Million
0.8% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
36,408
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
36,213
shares
|
$3.69 Million
2.9% of portfolio
|
Q1 2025
New holding
|