Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
166+ 3.66% |
$14.8K - $16.2K
|
4.71K
$508K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
160New |
$14.3K - $15.6K
|
160
$17.3K
|
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
146+ 81.11% |
$13K - $14.2K
|
326
$35.2K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
133New |
$11.9K - $12.9K
|
133
$14.4K
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
123+ 1.83% |
$11K - $12K
|
6.84K
$739K
|
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
100+ 1.21% |
$8.93K - $9.73K
|
8.34K
$901K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
100New |
$8.93K - $9.73K
|
100
$10.8K
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
89+ 2.75% |
$7.95K - $8.66K
|
3.33K
$360K
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
85New |
$7.59K - $8.27K
|
85
$9.18K
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 0.56% |
$6.7K - $7.3K
|
13.5K
$1.45M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 6.67% |
$6.7K - $7.3K
|
1.2K
$130K
|
|
|
Nov 04, 2020
Q3 2020
|
Independent Advisor Alliance
|
BUY
|
- |
62+ 0.65% |
$5.54K - $6.03K
|
9.67K
$1.04M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 0.68% |
$5.36K - $5.84K
|
8.87K
$959K
|
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
59New |
$5.27K - $5.74K
|
59
$6.37K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
51+ 2.44% |
$4.55K - $4.96K
|
2.14K
$231K
|
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50New |
$4.46K - $4.87K
|
50
$5.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.78% |
$3.57K - $3.89K
|
5.19K
$561K
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20New |
$1.79K - $1.95K
|
20
$2.16K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18+ 0.17% |
$1.61K - $1.75K
|
10.5K
$1.13M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 1.01% |
$1.07K - $1.17K
|
1.2K
$129K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
11New |
$982 - $1.07K
|
11
$1.19K
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 33.33% |
$268 - $292
|
12
$1.3K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.85% |
$89.3 - $97.3
|
116
$12.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.06% |
$268 - $292
|
5.07K
$548K
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-3- 0.13% |
$268 - $292
|
2.38K
$257K
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 1.46% |
$446 - $487
|
337
$36.4K
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 8.51% |
$714 - $778
|
86
$9.29K
|
|
|
Nov 05, 2020
Q3 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-11- 5.76% |
$982 - $1.07K
|
180
$19.4K
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18- 6.08% |
$1.61K - $1.75K
|
278
$30K
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-21Closed |
$1.88K - $2.04K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-21- 0.78% |
$1.88K - $2.04K
|
2.67K
$289K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 1.14% |
$2.14K - $2.34K
|
2.09K
$226K
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25- 49.02% |
$2.23K - $2.43K
|
26
$2.81K
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-33- 9.91% |
$2.95K - $3.21K
|
300
$32.4K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33- 9.91% |
$2.95K - $3.21K
|
300
$32.4K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34- 0.31% |
$3.04K - $3.31K
|
11.1K
$1.2M
|
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-39- 0.55% |
$3.48K - $3.8K
|
7.02K
$758K
|
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-41- 5.12% |
$3.66K - $3.99K
|
760
$82.1K
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.4% |
$3.75K - $4.09K
|
10.6K
$1.14M
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 20.0% |
$4.46K - $4.87K
|
200
$21.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 0.8% |
$4.91K - $5.35K
|
6.85K
$741K
|
|
|
Nov 12, 2020
Q3 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-58Closed |
$5.18K - $5.64K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-68- 1.89% |
$6.07K - $6.62K
|
3.54K
$382K
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-68Closed |
$6.07K - $6.62K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-73- 0.69% |
$6.52K - $7.1K
|
10.5K
$1.13M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-83- 0.67% |
$7.41K - $8.08K
|
12.4K
$1.34M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-108- 3.81% |
$9.64K - $10.5K
|
2.72K
$294K
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-110- 0.75% |
$9.82K - $10.7K
|
14.6K
$1.58M
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 1.62% |
$11.5K - $12.6K
|
7.85K
$848K
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
SELL
|
- |
-146- 0.92% |
$13K - $14.2K
|
15.8K
$1.71M
|