Purchases and Sales Made in Q1 2021 in First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRD FD HEALT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-243- 3.51% |
$25K - $27.8K
|
6.69K
$703K
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-278- 10.4% |
$28.6K - $31.8K
|
2.39K
$251K
|
|
Apr 26, 2021
Q1 2021
|
Smart Money Group LLC
|
SELL
|
- |
-302- 1.91% |
$31.1K - $34.5K
|
15.5K
$1.63M
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-305- 21.86% |
$31.4K - $34.9K
|
1.09K
$115K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-318- 14.23% |
$32.7K - $36.4K
|
1.92K
$201K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-320- 2.75% |
$33K - $36.6K
|
11.3K
$1.19M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-330- 26.05% |
$34K - $37.7K
|
937
$98.4K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-351Closed |
$36.1K - $40.1K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-356- 1.92% |
$36.7K - $40.7K
|
18.2K
$1.91M
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-390- 3.37% |
$40.2K - $44.6K
|
11.2K
$1.17M
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-400Closed |
$41.2K - $45.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-429- 2.19% |
$44.2K - $49.1K
|
19.2K
$2.01M
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-441- 1.9% |
$45.4K - $50.4K
|
22.8K
$2.4M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-500- 17.42% |
$51.5K - $57.2K
|
2.37K
$249K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-566Closed |
$58.3K - $64.7K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-590- 42.6% |
$60.8K - $67.5K
|
795
$83.5K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-604- 0.25% |
$62.2K - $69.1K
|
244K
$25.6M
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-618- 81.64% |
$63.6K - $70.7K
|
139
$14.6K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-631- 6.38% |
$65K - $72.2K
|
9.26K
$973K
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-699Closed |
$72K - $80K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-720- 1.97% |
$74.1K - $82.4K
|
35.8K
$3.76M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-798- 8.74% |
$82.2K - $91.3K
|
8.33K
$875K
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-826- 7.95% |
$85.1K - $94.5K
|
9.57K
$1.01M
|
|
May 10, 2021
Q1 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-851- 22.08% |
$87.6K - $97.3K
|
3K
$315K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-901- 19.22% |
$92.8K - $103K
|
3.79K
$398K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-942- 13.38% |
$97K - $108K
|
6.1K
$640K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.03K- 8.76% |
$106K - $117K
|
10.7K
$1.12M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 10.86% |
$130K - $144K
|
10.4K
$1.09M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 1.93% |
$144K - $160K
|
71.4K
$7.5M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.55K- 21.05% |
$160K - $177K
|
5.81K
$611K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 3.85% |
$179K - $199K
|
43.4K
$4.56M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.94KClosed |
$200K - $222K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41KClosed |
$248K - $275K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
1776 Wealth LLC
|
SELL
|
- |
-2.6KClosed |
$268K - $298K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.64K- 38.63% |
$272K - $302K
|
4.19K
$440K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.85K- 42.54% |
$293K - $326K
|
3.85K
$404K
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.93K- 11.76% |
$302K - $335K
|
22K
$2.31M
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.95KClosed |
$304K - $337K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.03K- 4.88% |
$312K - $346K
|
59.1K
$6.21M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.1K- 24.96% |
$319K - $354K
|
9.31K
$978K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.25KClosed |
$335K - $372K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.28KClosed |
$338K - $375K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-3.87K- 58.37% |
$398K - $442K
|
2.76K
$290K
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4KClosed |
$412K - $458K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.28K- 47.42% |
$441K - $490K
|
4.75K
$499K
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.57K- 52.2% |
$471K - $523K
|
4.19K
$440K
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.7K- 18.85% |
$484K - $538K
|
20.2K
$2.13M
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.25KClosed |
$540K - $600K
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.43KClosed |
$559K - $621K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 16.28% |
$583K - $648K
|
29.1K
$3.06M
|