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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,090
shares
|
$118,145
0.01% of portfolio
|
Q1 2021
Reduced 21.86%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,020
shares
|
$110,557
0.01% of portfolio
|
Q1 2023
Added 4.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
952
shares
|
$103,187
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
943
shares
|
$102,211
0.0% of portfolio
|
Q2 2025
Added 396.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
935
shares
|
$101,344
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
934
shares
|
$101,236
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
846
shares
|
$91,697
0.01% of portfolio
|
Q2 2025
Added 1822.73%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
839
shares
|
$90,939
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
828
shares
|
$89,746
0.01% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
802
shares
|
$86,928
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
720
shares
|
$78,040
0.01% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
710
shares
|
$76,956
0.01% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
694
shares
|
$75,222
0.01% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
680
shares
|
$73,705
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
677
shares
|
$73,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
601
shares
|
$65,142
0.0% of portfolio
|
Q2 2025
Added 49.88%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
587
shares
|
$63,624
0.0% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
575
shares
|
$62,324
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
547
shares
|
$59,289
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
526
shares
|
$57,013
0.02% of portfolio
|
Q2 2025
Added 62.85%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
469
shares
|
$50,834
0.0% of portfolio
|
Q1 2025
Added 300.85%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
461
shares
|
$49,967
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
450
shares
|
$48,775
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
450
shares
|
$48,775
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
416
shares
|
$45,090
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|