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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
801
shares
|
$86,548
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
710
shares
|
$76,715
0.01% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
694
shares
|
$74,986
0.01% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
680
shares
|
$73,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
665
shares
|
$71,853
0.0% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
609
shares
|
$65,802
0.01% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
593
shares
|
$64,073
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
547
shares
|
$59,103
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
540
shares
|
$58,347
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
500
shares
|
$54,025
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
461
shares
|
$49,811
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
450
shares
|
$48,622
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
417
shares
|
$45,056
0.01% of portfolio
|
Q1 2024
Reduced 39.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
401
shares
|
$43,328
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
349
shares
|
$37,709
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
340
shares
|
$36,737
0.0% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$35,656
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
326
shares
|
$35,224
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
323
shares
|
$34,900
0.02% of portfolio
|
Q4 2023
Reduced 35.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
320
shares
|
$34,576
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
313
shares
|
$33,819
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
306
shares
|
$33,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
302
shares
|
$32,631
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$32,415
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
295
shares
|
$31,874
0.0% of portfolio
|
Q3 2024
Added 18.0%
|