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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$758,730
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,942
shares
|
$752,443
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,730
shares
|
$729,464
0.01% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,358
shares
|
$689,143
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,309
shares
|
$683,832
0.12% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$670,500
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
6,180
shares
|
$669,850
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,143
shares
|
$665,839
0.01% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,135
shares
|
$664,972
0.03% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,127
shares
|
$664,105
0.01% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$655,109
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$650,556
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,815
shares
|
$630,287
0.0% of portfolio
|
Q2 2025
Reduced 80.35%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
5,769
shares
|
$625,301
0.28% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,759
shares
|
$624,218
0.0% of portfolio
|
Q2 2025
Reduced 44.33%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,697
shares
|
$617,497
0.28% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,675
shares
|
$615,113
0.05% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$606,984
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,576
shares
|
$604,382
0.03% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,528
shares
|
$599,179
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,521
shares
|
$598,421
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$593,110
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
5,472
shares
|
$593,110
0.17% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$588,666
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,247
shares
|
$568,722
0.0% of portfolio
|
Q2 2025
Added 3.35%
|