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 274 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
306
shares
|
$30,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
302
shares
|
$30,393
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$30,192
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
279
shares
|
$28,078
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
232
shares
|
$23,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
228
shares
|
$22,945
0.02% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$22,442
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
223
shares
|
$22,442
0.02% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
218
shares
|
$21,939
0.0% of portfolio
|
Q1 2025
Added 198.63%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
216
shares
|
$21,738
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
210
shares
|
$21,134
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$20,128
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$20,128
0.0% of portfolio
|
Q4 2017
Reduced 17.65%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
191
shares
|
$19,222
0.0% of portfolio
|
Q4 2024
Added 19000.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
190
shares
|
$19,121
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
190
shares
|
$19,121
0.0% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$19,020
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
177
shares
|
$17,813
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
176
shares
|
$17,712
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
175
shares
|
$17,612
0.01% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
175
shares
|
$17,612
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
161
shares
|
$16,203
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
146
shares
|
$14,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
133
shares
|
$13,385
0.0% of portfolio
|
Q1 2025
Added 189.13%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
133
shares
|
$13,385
0.0% of portfolio
|
Q3 2020
New holding
|