Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
240K+ 7433.41% |
$24.5M - $26.7M
|
244K
$27M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.3K+ 64.75% |
$4.82M - $5.25M
|
120K
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.6K+ 358.39% |
$4.35M - $4.73M
|
54.5K
$6.04M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41.9K+ 125.45% |
$4.27M - $4.65M
|
75.3K
$8.34M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
40.1K+ 506.91% |
$4.09M - $4.45M
|
48.1K
$5.32M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40KNew |
$4.07M - $4.43M
|
40K
$4.43M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
33.3KNew |
$3.39M - $3.69M
|
33.3K
$3.68M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.4K+ 1381.17% |
$3M - $3.26M
|
31.5K
$3.5M
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
29.3KNew |
$2.99M - $3.25M
|
29.3K
$3.24M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.6K+ 43.79% |
$2.1M - $2.28M
|
67.6K
$7.49M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 11.24% |
$1.87M - $2.03M
|
181K
$20.1M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 17.45% |
$1.68M - $1.82M
|
111K
$12.2M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.28K+ 2.94% |
$946K - $1.03M
|
325K
$36M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.9KNew |
$805K - $876K
|
7.9K
$875K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.52KNew |
$665K - $723K
|
6.52K
$722K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.46K+ 159.11% |
$658K - $716K
|
10.5K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6K+ 48.07% |
$612K - $666K
|
18.5K
$2.05M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.6KNew |
$571K - $621K
|
5.6K
$620K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.26K+ 2.72% |
$536K - $583K
|
198K
$22M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.1KNew |
$520K - $566K
|
5.1K
$565K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.95KNew |
$504K - $549K
|
4.95K
$548K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
4.41KNew |
$450K - $489K
|
4.41K
$488K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.03K+ 17.12% |
$411K - $447K
|
27.6K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.93KNew |
$401K - $436K
|
3.93K
$436K
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.78KNew |
$385K - $419K
|
3.78K
$418K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.46KNew |
$352K - $383K
|
3.46K
$383K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 4.7% |
$340K - $370K
|
74.3K
$8.24M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.13K+ 45.27% |
$319K - $347K
|
10K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.93K+ 78.52% |
$299K - $325K
|
6.66K
$738K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.71K+ 1.97% |
$276K - $300K
|
140K
$15.5M
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
2.57KNew |
$262K - $285K
|
2.57K
$284K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 28.0% |
$252K - $274K
|
11.3K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$215K - $234K
|
2.11K
$234K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.07K+ 48.96% |
$211K - $230K
|
6.3K
$698K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 1.98% |
$202K - $220K
|
102K
$11.3M
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.97KNew |
$201K - $219K
|
1.97K
$218K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.93KNew |
$197K - $214K
|
1.93K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 4.04% |
$190K - $207K
|
48.1K
$5.33M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 16.89% |
$186K - $203K
|
12.6K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 5.85% |
$173K - $188K
|
30.6K
$3.39M
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.64K+ 4.5% |
$168K - $182K
|
38.1K
$4.22M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 10.18% |
$154K - $168K
|
16.4K
$1.82M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.48K+ 17.06% |
$151K - $165K
|
10.2K
$1.13M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 3.48% |
$138K - $151K
|
40.4K
$4.48M
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.13K+ 24.79% |
$115K - $125K
|
5.68K
$629K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$102K - $111K
|
1K
$111K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
980+ 6.22% |
$99.9K - $109K
|
16.7K
$1.85M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
838+ 10.39% |
$85.4K - $93K
|
8.91K
$987K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
807+ 5.25% |
$82.3K - $89.5K
|
16.2K
$1.79M
|