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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
13,298
shares
|
$1.44 Million
1.1% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,176
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.34 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,929
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,895
shares
|
$1.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
10,885
shares
|
$1.18 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,225
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
10,123
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,452
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,286
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,151
shares
|
$991,876
0.25% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,099
shares
|
$986,240
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,069
shares
|
$982,988
0.02% of portfolio
|
Q2 2025
Added 129.48%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,382
shares
|
$908,524
0.03% of portfolio
|
Q2 2025
Reduced 32.98%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,260
shares
|
$895,301
0.13% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,954
shares
|
$862,134
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,916
shares
|
$858,015
0.02% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,396
shares
|
$801,652
0.0% of portfolio
|
Q2 2025
Reduced 33.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
7,372
shares
|
$799,051
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,358
shares
|
$797,533
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$770,761
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
7,099
shares
|
$769,460
0.61% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,088
shares
|
$768,268
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$763,390
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|