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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
86
shares
|
$9,292
0.0% of portfolio
|
Q3 2020
Reduced 8.51%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
73
shares
|
$7,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
68
shares
|
$7,347
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
65
shares
|
$7,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
57
shares
|
$6,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
57
shares
|
$6,158
0.0% of portfolio
|
Q1 2023
Reduced 6.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
52
shares
|
$5,618
0.0% of portfolio
|
Q4 2024
Reduced 95.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
50
shares
|
$5,402
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
50
shares
|
$5,402
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
46
shares
|
$4,970
0.0% of portfolio
|
Q3 2024
Reduced 61.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
44
shares
|
$4,754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$4,322
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
36
shares
|
$3,889
0.0% of portfolio
|
Q4 2024
Reduced 95.07%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
34
shares
|
$3,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32
shares
|
$3,457
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
32
shares
|
$3,457
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$2,161
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
20
shares
|
$2,161
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
Reduced 87.37%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
Reduced 87.37%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$216
0.02% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
2
shares
|
$216
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|