Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-384- 16.17% |
$39.4K - $43K
|
1.99K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-387- 5.94% |
$39.7K - $43.4K
|
6.13K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-389- 12.19% |
$39.9K - $43.6K
|
2.8K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-405- 33.5% |
$41.5K - $45.4K
|
804
$84.1K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-441- 14.15% |
$45.2K - $49.4K
|
2.68K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-453- 6.53% |
$46.4K - $50.7K
|
6.49K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 75.19% |
$51.3K - $56K
|
165
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-504- 20.41% |
$51.7K - $56.5K
|
1.97K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-515- 12.11% |
$52.8K - $57.7K
|
3.74K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-550- 15.86% |
$56.4K - $61.6K
|
2.92K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-588- 8.47% |
$60.3K - $65.9K
|
6.36K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-593- 68.0% |
$60.8K - $66.4K
|
279
$29.2K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-637- 23.56% |
$65.3K - $71.4K
|
2.07K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-693- 9.3% |
$71K - $77.6K
|
6.76K
$707K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-808- 18.09% |
$82.8K - $90.5K
|
3.66K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-901- 9.57% |
$92.4K - $101K
|
8.52K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-936- 17.5% |
$95.9K - $105K
|
4.41K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984Closed |
$101K - $110K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-984- 11.26% |
$101K - $110K
|
7.75K
$811K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1K- 23.15% |
$103K - $112K
|
3.33K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 8.5% |
$106K - $116K
|
11.1K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 16.04% |
$109K - $119K
|
5.56K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.12K- 12.25% |
$115K - $125K
|
8.02K
$839K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.18K- 30.82% |
$121K - $132K
|
2.64K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.59K- 6.54% |
$163K - $178K
|
22.7K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.61K- 5.86% |
$165K - $180K
|
25.9K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 40.96% |
$178K - $195K
|
2.51K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.76K- 7.37% |
$180K - $197K
|
22.1K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.98K- 8.85% |
$203K - $221K
|
20.4K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 52.53% |
$270K - $295K
|
2.38K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.48K- 3.52% |
$356K - $390K
|
95.3K
$9.97M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.75K- 7.93% |
$385K - $421K
|
43.6K
$4.56M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.99K- 24.2% |
$409K - $447K
|
12.5K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.34K- 5.44% |
$445K - $486K
|
75.4K
$7.89M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.91K- 49.14% |
$503K - $550K
|
5.08K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.41K- 7.78% |
$554K - $606K
|
64.1K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.41K- 8.37% |
$555K - $606K
|
59.3K
$6.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-5.5K- 55.65% |
$563K - $616K
|
4.38K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 20.87% |
$577K - $631K
|
21.4K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.72K- 70.95% |
$586K - $641K
|
2.34K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.38K- 68.17% |
$654K - $715K
|
2.98K
$312K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.64K- 62.68% |
$680K - $744K
|
3.95K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.71K- 9.95% |
$687K - $751K
|
60.7K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.29K- 42.59% |
$747K - $817K
|
9.83K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.59K- 2.69% |
$778K - $850K
|
275K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.8K- 52.75% |
$902K - $986K
|
7.88K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.3K- 82.36% |
$953K - $1.04M
|
1.99K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.38K- 15.83% |
$961K - $1.05M
|
49.9K
$5.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.63K- 81.46% |
$987K - $1.08M
|
2.19K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.8K- 51.03% |
$1.1M - $1.21M
|
10.3K
$1.08M
|