Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-98- 1.25% |
$9.52K - $10.6K
|
7.72K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98- 0.23% |
$9.52K - $10.6K
|
42.9K
$4.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.15% |
$11.7K - $13K
|
3.7K
$399K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-129- 2.05% |
$12.5K - $14K
|
6.17K
$667K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-135- 3.32% |
$13.1K - $14.7K
|
3.93K
$425K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-138- 8.49% |
$13.4K - $15K
|
1.49K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-159- 1.09% |
$15.4K - $17.3K
|
14.4K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-170- 40.48% |
$16.5K - $18.5K
|
250
$27K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-182- 15.76% |
$17.7K - $19.8K
|
973
$105K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-185- 1.34% |
$18K - $20.1K
|
13.7K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-198- 2.12% |
$19.2K - $21.5K
|
9.12K
$986K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.13% |
$19.4K - $21.7K
|
6.19K
$668K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-204- 2.6% |
$19.8K - $22.1K
|
7.65K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-217- 7.73% |
$21.1K - $23.6K
|
2.59K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-223- 0.7% |
$21.7K - $24.2K
|
31.6K
$3.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-235- 7.7% |
$22.8K - $25.5K
|
2.82K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 5.15% |
$23.5K - $26.3K
|
4.45K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-293- 5.52% |
$28.5K - $31.8K
|
5.02K
$542K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-357- 0.53% |
$34.7K - $38.7K
|
67.2K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-365- 2.46% |
$35.5K - $39.6K
|
14.5K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-392- 0.9% |
$38.1K - $42.5K
|
43K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-430- 62.05% |
$41.8K - $46.7K
|
263
$28.4K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-509- 19.06% |
$49.5K - $55.2K
|
2.16K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-518- 2.4% |
$50.3K - $56.2K
|
21.1K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-532- 3.47% |
$51.7K - $57.7K
|
14.8K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-650- 16.13% |
$63.2K - $70.6K
|
3.38K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-698- 6.19% |
$67.8K - $75.8K
|
10.6K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-742- 12.39% |
$72.1K - $80.5K
|
5.25K
$567K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-800- 1.66% |
$77.7K - $86.8K
|
47.3K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-810- 14.98% |
$78.7K - $87.9K
|
4.6K
$497K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-886- 10.02% |
$86.1K - $96.2K
|
7.96K
$860K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-889- 4.44% |
$86.4K - $96.5K
|
19.1K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-909- 2.97% |
$88.3K - $98.7K
|
29.7K
$3.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.02K- 2.71% |
$99.1K - $111K
|
36.6K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.12K- 14.41% |
$109K - $122K
|
6.67K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.16K- 2.41% |
$113K - $126K
|
46.9K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.44K- 12.46% |
$140K - $156K
|
10.1K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.48K- 13.8% |
$143K - $160K
|
9.21K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.49K- 9.68% |
$145K - $162K
|
13.9K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 11.83% |
$145K - $162K
|
11.1K
$1.2M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.75K- 23.32% |
$170K - $189K
|
5.74K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.91K- 11.15% |
$185K - $207K
|
15.2K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 2.16% |
$198K - $222K
|
92.5K
$10M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 12.54% |
$200K - $223K
|
14.3K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.15K- 5.45% |
$209K - $233K
|
37.2K
$4.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.22K- 6.19% |
$216K - $241K
|
33.6K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.73K- 20.24% |
$265K - $296K
|
10.8K
$1.16M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.84K- 8.78% |
$276K - $308K
|
29.5K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.13K- 27.03% |
$304K - $340K
|
8.46K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.19K- 5.43% |
$310K - $347K
|
55.6K
$6.01M
|