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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
33,715
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
33,277
shares
|
$3.61 Million
1.56% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,877
shares
|
$3.56 Million
0.02% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
32,875
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
30,990
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 570.78%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
28,788
shares
|
$3.12 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
28,198
shares
|
$3.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
25,618
shares
|
$2.78 Million
3.8% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,283
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
20,779
shares
|
$2.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,414
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,236
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,944
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Added 81.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,892
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,079
shares
|
$1.63 Million
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
14,938
shares
|
$1.62 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,723
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,597
shares
|
$1.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,482
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
14,377
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,191
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,161
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2023
Added 20.2%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
14,159
shares
|
$1.53 Million
1.43% of portfolio
|
Q1 2023
Reduced 14.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
13,479
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 10268.46%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
13,473
shares
|
$1.46 Million
0.72% of portfolio
|
Q2 2025
Added 433.58%
|