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 254 institutions that hold shares in the stock, with a total of 4.88 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 |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
32,959
shares
|
$3.68 Million
2.45% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
32,882
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
31,513
shares
|
$3.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
28,788
shares
|
$3.22 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
26,693
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
25,618
shares
|
$2.86 Million
3.8% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
24,057
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
20,390
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
20,290
shares
|
$2.27 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
19,683
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
19,367
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
18,957
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2025
Added 676.29%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
18,614
shares
|
$2.08 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,354
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,872
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,892
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
15,079
shares
|
$1.68 Million
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
14,938
shares
|
$1.67 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,482
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,412
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
14,243
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,161
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2023
Added 20.2%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
14,159
shares
|
$1.58 Million
1.43% of portfolio
|
Q1 2023
Reduced 14.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,971
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 53.54%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,372
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.75%
|
|