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 272 institutions that hold shares in the stock, with a total of 6.5 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
6,123
shares
|
$662,937
0.39% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
6,101
shares
|
$660,555
0.68% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,056
shares
|
$655,683
0.01% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,040
shares
|
$653,950
0.37% of portfolio
|
Q4 2021
Reduced 6.57%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$649,836
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
5,951
shares
|
$644,314
0.26% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,938
shares
|
$642,907
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,873
shares
|
$635,869
0.02% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
5,834
shares
|
$631,647
0.05% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
5,774
shares
|
$625,150
0.01% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
5,757
shares
|
$623,310
0.06% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
5,737
shares
|
$621,144
0.01% of portfolio
|
Q3 2023
Reduced 23.32%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$606,312
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
5,575
shares
|
$603,605
0.0% of portfolio
|
Q2 2024
Added 4.87%
|
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
5,538
shares
|
$599,599
0.16% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$588,014
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,403
shares
|
$584,982
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
5,385
shares
|
$583,033
0.02% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 15, 2024 Q2 2024 |
5,383
shares
|
$582,817
0.35% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
5,260
shares
|
$569,500
0.02% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,229
shares
|
$566,143
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
5,011
shares
|
$542,540
0.09% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,969
shares
|
$537,993
0.17% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
4,903
shares
|
$530,847
0.01% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,838
shares
|
$523,810
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|