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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,188
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,604
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,442
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.33 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,175
shares
|
$1.32 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,053
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
11,817
shares
|
$1.28 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
11,580
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,318
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,286
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,225
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,983
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
9,876
shares
|
$1.07 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,417
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,358
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,151
shares
|
$988,765
0.25% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,118
shares
|
$985,199
0.01% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,948
shares
|
$966,831
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
8,737
shares
|
$944,032
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
8,629
shares
|
$932,363
0.47% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
8,395
shares
|
$907,079
0.14% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
8,063
shares
|
$871,207
0.12% of portfolio
|
Q4 2024
Reduced 71.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,958
shares
|
$859,861
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|