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 259 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
162
shares
|
$17,559
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
161
shares
|
$17,450
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
153
shares
|
$16,583
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
152
shares
|
$16,475
0.01% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
133
shares
|
$14,415
0.0% of portfolio
|
Q1 2025
Added 189.13%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
125
shares
|
$13,548
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
121
shares
|
$13,115
0.0% of portfolio
|
Q2 2025
Added 163.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$10,839
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
100
shares
|
$10,839
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$10,839
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
97
shares
|
$10,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
68
shares
|
$7,370
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
60
shares
|
$6,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
57
shares
|
$6,178
0.0% of portfolio
|
Q1 2023
Reduced 6.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
57
shares
|
$6,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
50
shares
|
$5,419
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
50
shares
|
$5,419
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
45
shares
|
$4,877
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
40
shares
|
$4,335
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
40
shares
|
$4,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
40
shares
|
$4,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
34
shares
|
$3,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32
shares
|
$3,468
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
32
shares
|
$3,468
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
29
shares
|
$3,143
0.0% of portfolio
|
Q1 2025
New holding
|