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 273 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,137
shares
|
$230,902
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,061
shares
|
$222,691
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,041
shares
|
$220,530
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$216,100
0.0% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$216,100
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,977
shares
|
$213,614
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,954
shares
|
$211,129
0.04% of portfolio
|
Q1 2023
Added 2.14%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,648
shares
|
$178,066
0.15% of portfolio
|
Q3 2021
Reduced 1.08%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,614
shares
|
$174,392
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,554
shares
|
$167,909
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,406
shares
|
$151,918
0.07% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,376
shares
|
$148,676
0.0% of portfolio
|
Q4 2024
Added 68.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,292
shares
|
$139,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$138,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,209
shares
|
$130,632
0.0% of portfolio
|
Q4 2024
Reduced 91.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,125
shares
|
$121,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$118,855
0.0% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,090
shares
|
$117,774
0.01% of portfolio
|
Q1 2021
Reduced 21.86%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,020
shares
|
$110,211
0.01% of portfolio
|
Q1 2023
Added 4.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
984
shares
|
$106,321
0.01% of portfolio
|
Q4 2024
Reduced 59.95%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
980
shares
|
$105,889
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
958
shares
|
$103,511
0.04% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
872
shares
|
$94,219
0.0% of portfolio
|
Q4 2024
Reduced 97.21%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
830
shares
|
$89,681
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
828
shares
|
$89,465
0.01% of portfolio
|
Q4 2024
Added 60.15%
|