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 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
4,871
shares
|
$546,574
0.08% of portfolio
|
Q2 2024
Added 6.47%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
4,755
shares
|
$533,558
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$526,938
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,629
shares
|
$519,420
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
4,619
shares
|
$518,297
0.02% of portfolio
|
Q2 2024
Added 12.69%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
4,612
shares
|
$517,512
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
4,385
shares
|
$492,040
0.29% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
4,383
shares
|
$491,816
0.15% of portfolio
|
Q1 2024
New holding
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
4,383
shares
|
$491,816
0.4% of portfolio
|
Q2 2024
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
4,324
shares
|
$485,196
0.13% of portfolio
|
Q2 2024
Added 2.01%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
4,300
shares
|
$482,503
0.32% of portfolio
|
Q1 2024
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$478,575
0.01% of portfolio
|
Q3 2022
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
4,242
shares
|
$475,994
0.01% of portfolio
|
Q2 2024
Reduced 34.08%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
4,184
shares
|
$469,486
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
4,050
shares
|
$454,450
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,985
shares
|
$447,156
0.67% of portfolio
|
Q4 2022
Added 12.73%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
3,965
shares
|
$444,912
0.04% of portfolio
|
Q2 2024
Added 10.75%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,766
shares
|
$422,582
0.04% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
3,757
shares
|
$421,572
0.03% of portfolio
|
Q2 2024
Added 5.47%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
3,520
shares
|
$394,979
0.26% of portfolio
|
Q4 2023
Reduced 16.43%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,503
shares
|
$393,071
0.02% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
3,468
shares
|
$389,144
0.03% of portfolio
|
Q1 2024
Added 0.06%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$383,758
0.02% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
3,415
shares
|
$383,197
0.22% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
3,338
shares
|
$374,556
0.02% of portfolio
|
Q2 2024
Reduced 9.61%
|