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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,300
shares
|
$432,752
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,267
shares
|
$429,430
0.02% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$429,229
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,252
shares
|
$427,921
0.01% of portfolio
|
Q4 2024
Reduced 32.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,202
shares
|
$422,889
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,072
shares
|
$409,806
0.01% of portfolio
|
Q4 2024
Reduced 56.82%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,058
shares
|
$408,397
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
4,050
shares
|
$407,592
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,985
shares
|
$401,050
0.67% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
3,980
shares
|
$400,547
0.25% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,973
shares
|
$399,842
0.01% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
3,798
shares
|
$382,230
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$368,241
0.03% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,640
shares
|
$366,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,638
shares
|
$366,128
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,600
shares
|
$362,304
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,537
shares
|
$355,963
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
3,468
shares
|
$349,019
0.02% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
3,386
shares
|
$340,767
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,332
shares
|
$335,332
0.02% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,281
shares
|
$330,199
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,258
shares
|
$327,885
0.16% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,248
shares
|
$326,878
0.0% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,246
shares
|
$326,677
0.24% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,190
shares
|
$321,041
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|