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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
401
shares
|
$43,464
0.0% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
357
shares
|
$38,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
353
shares
|
$38,261
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
349
shares
|
$37,828
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$35,768
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
326
shares
|
$35,335
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
320
shares
|
$34,684
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
306
shares
|
$33,167
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
302
shares
|
$32,733
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
301
shares
|
$32,625
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$32,517
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
228
shares
|
$24,712
0.02% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
223
shares
|
$24,170
0.02% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$24,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
218
shares
|
$23,629
0.0% of portfolio
|
Q1 2025
Added 198.63%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
216
shares
|
$23,412
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
210
shares
|
$22,761
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$21,678
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
191
shares
|
$20,702
0.0% of portfolio
|
Q4 2024
Added 19000.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
190
shares
|
$20,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$20,485
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
176
shares
|
$19,076
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$18,968
0.01% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
175
shares
|
$18,968
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
165
shares
|
$17,884
0.0% of portfolio
|
Q1 2025
Reduced 75.19%
|