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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,204
shares
|
$564,061
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
5,163
shares
|
$559,617
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,949
shares
|
$536,422
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,751
shares
|
$514,960
0.34% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,734
shares
|
$513,118
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,728
shares
|
$512,467
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$508,999
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$504,555
0.13% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,624
shares
|
$501,195
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,409
shares
|
$477,891
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
4,383
shares
|
$475,073
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
4,383
shares
|
$475,073
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,378
shares
|
$474,531
0.02% of portfolio
|
Q2 2025
Reduced 76.38%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,300
shares
|
$466,077
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$462,283
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,230
shares
|
$458,489
0.01% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,204
shares
|
$455,671
0.0% of portfolio
|
Q2 2025
Added 59.12%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,183
shares
|
$453,395
0.27% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,139
shares
|
$448,626
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,068
shares
|
$440,930
0.01% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,058
shares
|
$439,846
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,050
shares
|
$438,979
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,985
shares
|
$431,934
0.67% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,979
shares
|
$431,283
0.03% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,897
shares
|
$422,395
0.01% of portfolio
|
Q2 2025
Added 64.29%
|