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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,445
shares
|
$265,013
0.09% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,442
shares
|
$264,688
0.02% of portfolio
|
Q1 2025
Added 130.22%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
2,417
shares
|
$261,978
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,416
shares
|
$261,870
0.07% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,406
shares
|
$260,786
0.06% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,377
shares
|
$257,643
0.02% of portfolio
|
Q2 2025
Reduced 48.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
2,342
shares
|
$253,849
0.03% of portfolio
|
Q1 2025
Reduced 70.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,245
shares
|
$243,335
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$235,748
0.0% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,168
shares
|
$234,989
0.01% of portfolio
|
Q2 2025
Reduced 34.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,040
shares
|
$221,115
0.01% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$216,780
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,960
shares
|
$212,444
0.0% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,865
shares
|
$202,147
0.03% of portfolio
|
Q2 2025
Added 55.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,757
shares
|
$190,441
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
1,648
shares
|
$178,626
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,440
shares
|
$156,081
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,438
shares
|
$155,864
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,406
shares
|
$152,396
0.06% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,383
shares
|
$149,903
0.03% of portfolio
|
Q2 2025
Reduced 30.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,292
shares
|
$140,039
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,282
shares
|
$138,955
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,234
shares
|
$133,753
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,125
shares
|
$121,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,111
shares
|
$120,421
0.04% of portfolio
|
Q2 2025
New holding
|