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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,914
shares
|
$855,107
0.02% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,453
shares
|
$805,296
0.01% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,437
shares
|
$803,567
0.02% of portfolio
|
Q4 2024
Reduced 60.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,436
shares
|
$803,459
0.01% of portfolio
|
Q4 2024
Reduced 37.3%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$768,343
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$760,996
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$756,350
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,976
shares
|
$753,756
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,945
shares
|
$750,407
0.11% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,941
shares
|
$749,975
0.03% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,939
shares
|
$749,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,740
shares
|
$728,257
0.01% of portfolio
|
Q2 2024
Added 90.4%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,619
shares
|
$715,182
0.04% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,514
shares
|
$703,837
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$668,397
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,180
shares
|
$667,749
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,137
shares
|
$663,102
0.09% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$653,054
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,040
shares
|
$652,622
0.33% of portfolio
|
Q4 2021
Reduced 6.57%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$648,516
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,935
shares
|
$641,276
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,769
shares
|
$623,340
0.28% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,768
shares
|
$623,232
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,752
shares
|
$621,503
0.04% of portfolio
|
Q4 2024
Reduced 84.02%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,670
shares
|
$612,643
0.06% of portfolio
|
Q4 2024
Added 0.07%
|