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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$563,584
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,521
shares
|
$555,633
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
5,514
shares
|
$554,928
0.2% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,507
shares
|
$554,224
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
5,472
shares
|
$550,702
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$546,575
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,349
shares
|
$538,323
0.02% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,204
shares
|
$523,730
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
5,163
shares
|
$519,604
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,077
shares
|
$510,949
0.0% of portfolio
|
Q1 2025
Reduced 49.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,973
shares
|
$500,482
0.02% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,948
shares
|
$497,966
0.03% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,938
shares
|
$496,960
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
|
$495,148
0.31% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,741
shares
|
$477,134
0.01% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,728
shares
|
$475,825
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$472,605
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$468,479
0.13% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,653
shares
|
$468,277
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,624
shares
|
$465,359
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,454
shares
|
$448,250
0.05% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,383
shares
|
$441,105
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,382
shares
|
$441,004
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,381
shares
|
$440,903
0.01% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Smart Money Group LLC
|
Apr 28, 2025 Q1 2025 |
4,380
shares
|
$440,803
0.43% of portfolio
|
Q1 2025
Reduced 55.65%
|