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 274 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,436
shares
|
$748,359
0.01% of portfolio
|
Q4 2024
Reduced 37.3%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$715,651
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$708,807
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$704,480
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,976
shares
|
$702,064
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,941
shares
|
$698,542
0.03% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,939
shares
|
$698,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,760
shares
|
$680,326
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,740
shares
|
$678,313
0.01% of portfolio
|
Q2 2024
Added 90.4%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,619
shares
|
$666,136
0.04% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,607
shares
|
$664,928
0.02% of portfolio
|
Q1 2025
Added 43.51%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
6,357
shares
|
$639,768
0.1% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,304
shares
|
$634,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$622,559
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,180
shares
|
$621,955
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,137
shares
|
$617,627
0.09% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,127
shares
|
$616,621
0.01% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$608,268
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,040
shares
|
$607,865
0.33% of portfolio
|
Q4 2021
Reduced 6.57%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,020
shares
|
$605,852
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$604,041
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,769
shares
|
$580,592
0.28% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,768
shares
|
$580,491
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,670
shares
|
$570,628
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,622
shares
|
$565,798
0.02% of portfolio
|
Q1 2025
Reduced 2.26%
|