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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
5,667
shares
|
$612,319
0.01% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$605,080
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
5,561
shares
|
$600,866
0.01% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
5,514
shares
|
$595,787
0.2% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,507
shares
|
$595,031
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$586,819
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,349
shares
|
$577,959
0.02% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,203
shares
|
$562,184
0.01% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
5,163
shares
|
$557,862
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,010
shares
|
$541,330
0.02% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,973
shares
|
$537,332
0.02% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,969
shares
|
$536,900
0.17% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,938
shares
|
$533,550
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
4,920
shares
|
$531,606
0.31% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,741
shares
|
$512,265
0.01% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,728
shares
|
$510,860
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$507,402
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$502,972
0.13% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,652
shares
|
$502,648
0.05% of portfolio
|
Q4 2024
Added 89.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,624
shares
|
$499,623
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,604
shares
|
$497,462
0.01% of portfolio
|
Q4 2024
Added 57.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,487
shares
|
$484,820
0.01% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,467
shares
|
$482,659
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,454
shares
|
$481,254
0.05% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
4,383
shares
|
$473,583
0.13% of portfolio
|
Q1 2024
New holding
|