Purchases and Sales Made in Q1 2023 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 2023. 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, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101K+ 347.16% |
$10.4M - $11.6M
|
130K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101K+ 347.16% |
$10.4M - $11.6M
|
130K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43K+ 153.96% |
$4.43M - $4.92M
|
71K
$7.69M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 6.3% |
$4.02M - $4.46M
|
659K
$71.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
38.3KNew |
$3.94M - $4.38M
|
38.3K
$4.15M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
36.5KNew |
$3.75M - $4.17M
|
36.5K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.4KNew |
$3.64M - $4.04M
|
35.4K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35K+ 5.46% |
$3.6M - $4M
|
675K
$73.1M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
33.7K+ 815.29% |
$3.46M - $3.84M
|
37.8K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 18.26% |
$3.07M - $3.41M
|
193K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24K+ 22.25% |
$2.47M - $2.74M
|
132K
$14.3M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.2K+ 43.69% |
$2.29M - $2.54M
|
73.1K
$7.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.7K+ 28.13% |
$2.13M - $2.36M
|
94.1K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.3K+ 129.81% |
$1.78M - $1.98M
|
30.7K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.7KNew |
$1.3M - $1.45M
|
12.7K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$1.22M - $1.36M
|
11.9K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 64.89% |
$1.17M - $1.3M
|
28.9K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3K+ 55.06% |
$1.16M - $1.29M
|
31.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1K+ 235.74% |
$1.15M - $1.27M
|
15.9K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$1.11M - $1.23M
|
10.8K
$1.17M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.1K+ 43.43% |
$1.04M - $1.15M
|
33.4K
$3.61M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.1K+ 43.43% |
$1.04M - $1.15M
|
33.4K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10K+ 15.56% |
$1.03M - $1.15M
|
74.5K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.49KNew |
$873K - $969K
|
8.49K
$919K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.26K+ 54.0% |
$849K - $943K
|
23.6K
$2.55M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.24K+ 272.9% |
$847K - $941K
|
11.3K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.16K+ 6.32% |
$840K - $932K
|
137K
$14.9M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
8.16KNew |
$839K - $932K
|
8.16K
$884K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.92KNew |
$814K - $904K
|
7.92K
$857K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.88K+ 32.45% |
$810K - $900K
|
32.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.15K+ 231.35% |
$633K - $703K
|
8.81K
$954K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.14K+ 215.26% |
$631K - $701K
|
8.99K
$973K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.39K+ 36.61% |
$554K - $615K
|
20.1K
$2.18M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.09KNew |
$524K - $581K
|
5.09K
$551K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.65K+ 114.75% |
$478K - $531K
|
8.69K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.64K+ 1.28% |
$478K - $530K
|
367K
$39.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.59K+ 34.84% |
$472K - $524K
|
17.8K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.55KNew |
$468K - $520K
|
4.55K
$493K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.45K+ 2556.9% |
$458K - $508K
|
4.62K
$501K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.44K+ 34.41% |
$456K - $507K
|
17.3K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.23KNew |
$435K - $483K
|
4.23K
$458K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.06KNew |
$417K - $463K
|
4.06K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73KNew |
$384K - $426K
|
3.73K
$404K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.3K+ 39.63% |
$340K - $377K
|
11.6K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.13KNew |
$322K - $357K
|
3.13K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.69K+ 0.86% |
$276K - $307K
|
316K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.34K+ 6.84% |
$240K - $267K
|
36.5K
$3.95M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.89KNew |
$194K - $215K
|
1.89K
$204K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.87K+ 73.33% |
$192K - $214K
|
4.42K
$479K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.83KNew |
$188K - $209K
|
1.83K
$198K
|