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 273 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,291,365
shares
|
$140 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
591,085
shares
|
$63.9 Million
0.01% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
374,326
shares
|
$40.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
287,898
shares
|
$31.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
282,241
shares
|
$30.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
207,318
shares
|
$22.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
172,947
shares
|
$18.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
161,597
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,638
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,913
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
98,795
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
93,193
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
79,721
shares
|
$8.61 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
69,520
shares
|
$7.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
68,041
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
67,365
shares
|
$7.28 Million
0.0% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
64,683
shares
|
$6.99 Million
0.26% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
59,245
shares
|
$6.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.61%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
47,325
shares
|
$5.11 Million
2.5% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
44,668
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
42,556
shares
|
$4.6 Million
0.75% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
38,714
shares
|
$4.18 Million
0.8% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,045
shares
|
$3.89 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
35,166
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
34,021
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|