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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
278
shares
|
$30,037
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
275
shares
|
$29,713
0.01% of portfolio
|
Q4 2023
Reduced 52.17%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
266
shares
|
$28,741
0.01% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
232
shares
|
$25,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
228
shares
|
$24,635
0.02% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$24,095
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
210
shares
|
$22,690
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$21,610
0.0% of portfolio
|
Q4 2017
Reduced 17.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
200
shares
|
$21,610
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$21,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
191
shares
|
$20,637
0.0% of portfolio
|
Q4 2024
Added 19000.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
190
shares
|
$20,529
0.0% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$20,421
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
177
shares
|
$19,124
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
176
shares
|
$19,016
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
175
shares
|
$18,908
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
161
shares
|
$17,396
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
133
shares
|
$14,370
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
130
shares
|
$14,046
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
125
shares
|
$13,506
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
124
shares
|
$13,398
0.0% of portfolio
|
Q1 2024
Reduced 42.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$12,641
0.0% of portfolio
|
Q4 2023
Reduced 55.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
100
shares
|
$10,805
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
100
shares
|
$10,805
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$10,805
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|