Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
463+ 3.0% |
$50.6K - $54.5K
|
15.9K
$1.72M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
432New |
$47.2K - $50.8K
|
432
$46.7K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
414+ 2.75% |
$45.3K - $48.7K
|
15.5K
$1.67M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
389+ 1.09% |
$42.5K - $45.8K
|
36.2K
$3.91M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
382+ 31.97% |
$41.8K - $44.9K
|
1.58K
$170K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
365+ 16.87% |
$39.9K - $42.9K
|
2.53K
$273K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
312+ 4.43% |
$34.1K - $36.7K
|
7.36K
$795K
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
310+ 15.83% |
$33.9K - $36.5K
|
2.27K
$245K
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
302+ 1.95% |
$33K - $35.5K
|
15.8K
$1.71M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
282New |
$30.8K - $33.2K
|
282
$30.5K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
257+ 12.07% |
$28.1K - $30.2K
|
2.39K
$258K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$21.9K - $23.5K
|
200
$21.6K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
192+ 1.7% |
$21K - $22.6K
|
11.5K
$1.24M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 2.39% |
$16.4K - $17.6K
|
6.42K
$694K
|
|
Aug 05, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
138+ 0.87% |
$15.1K - $16.2K
|
15.9K
$1.72M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
123+ 1.09% |
$13.4K - $14.5K
|
11.4K
$1.24M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
86New |
$9.4K - $10.1K
|
86
$9.29K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
71+ 1.06% |
$7.76K - $8.35K
|
6.76K
$730K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 43.33% |
$7.11K - $7.65K
|
215
$23.2K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
60+ 0.54% |
$6.56K - $7.06K
|
11.1K
$1.2M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 14.12% |
$4.04K - $4.35K
|
299
$32.3K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32New |
$3.5K - $3.76K
|
32
$3.46K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 1.36% |
$2.95K - $3.18K
|
2.01K
$218K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
26+ 13.9% |
$2.84K - $3.06K
|
213
$23K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25+ 0.14% |
$2.73K - $2.94K
|
17.7K
$1.91M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 4.55% |
$2.19K - $2.35K
|
460
$49.7K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.26% |
$656 - $706
|
2.32K
$251K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$547 - $588
|
5
$540
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5- 0.27% |
$547 - $588
|
1.84K
$199K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.06% |
$656 - $706
|
9.56K
$1.03M
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-7- 0.15% |
$765 - $823
|
4.7K
$507K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10- 1.26% |
$1.09K - $1.18K
|
785
$84.8K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 0.44% |
$2.3K - $2.47K
|
4.73K
$511K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-22- 0.76% |
$2.41K - $2.59K
|
2.88K
$311K
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-24- 0.68% |
$2.62K - $2.82K
|
3.51K
$379K
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-25- 0.22% |
$2.73K - $2.94K
|
11.2K
$1.21M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33- 0.23% |
$3.61K - $3.88K
|
14.4K
$1.56M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35- 0.95% |
$3.83K - $4.12K
|
3.65K
$394K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-39- 2.47% |
$4.26K - $4.59K
|
1.54K
$167K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 0.76% |
$4.37K - $4.71K
|
5.25K
$567K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48- 0.83% |
$5.25K - $5.65K
|
5.77K
$623K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-67- 1.4% |
$7.32K - $7.88K
|
4.71K
$509K
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-83- 86.46% |
$9.07K - $9.76K
|
13
$1.4K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-83- 1.29% |
$9.07K - $9.76K
|
6.35K
$686K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-85- 15.89% |
$9.29K - $10K
|
450
$48.6K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-91- 2.4% |
$9.95K - $10.7K
|
3.7K
$399K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-139Closed |
$15.2K - $16.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-166- 0.81% |
$18.1K - $19.5K
|
20.3K
$2.19M
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-168- 5.93% |
$18.4K - $19.8K
|
2.67K
$288K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-179- 7.29% |
$19.6K - $21.1K
|
2.28K
$246K
|