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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,027
shares
|
$304,637
0.13% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
3,015
shares
|
$303,429
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,015
shares
|
$303,429
0.0% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,979
shares
|
$299,806
0.07% of portfolio
|
Q1 2025
Reduced 68.17%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
2,830
shares
|
$284,811
0.22% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
2,740
shares
|
$275,753
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,704
shares
|
$272,130
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,676
shares
|
$269,312
0.07% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,582
shares
|
$259,852
0.11% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,576
shares
|
$259,248
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
2,566
shares
|
$258,242
0.22% of portfolio
|
Q4 2024
Reduced 25.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
2,544
shares
|
$256,028
0.13% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,525
shares
|
$254,116
0.1% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
2,505
shares
|
$252,103
0.07% of portfolio
|
Q1 2025
Reduced 40.96%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,489
shares
|
$250,492
0.04% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,393
shares
|
$240,831
0.0% of portfolio
|
Q4 2024
Added 60.93%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
2,383
shares
|
$239,825
0.12% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,378
shares
|
$239,321
0.01% of portfolio
|
Q1 2025
Reduced 52.53%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
2,375
shares
|
$239,020
0.06% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,372
shares
|
$238,718
0.0% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,333
shares
|
$234,793
0.02% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,319
shares
|
$233,384
0.02% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,259
shares
|
$227,345
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
2,254
shares
|
$226,842
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,211
shares
|
$222,515
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|