Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.77K- 15.75% |
$492K - $543K
|
25.5K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 61.48% |
$496K - $548K
|
3.02K
$326K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.89K- 54.61% |
$504K - $556K
|
4.06K
$439K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.04K- 41.47% |
$519K - $573K
|
7.11K
$768K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.38K- 22.36% |
$555K - $612K
|
18.7K
$2.02M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.73K- 7.28% |
$590K - $652K
|
73K
$7.88M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.87K- 38.11% |
$605K - $668K
|
9.53K
$1.03M
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.55KClosed |
$675K - $745K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.87K- 21.95% |
$708K - $782K
|
24.4K
$2.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.06K- 4.31% |
$728K - $804K
|
157K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.84K- 13.52% |
$911K - $1.01M
|
56.5K
$6.11M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.66K- 58.57% |
$996K - $1.1M
|
6.83K
$738K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 25.99% |
$1.1M - $1.21M
|
30.4K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 14.62% |
$1.15M - $1.27M
|
65.4K
$7.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 7.16% |
$1.28M - $1.41M
|
161K
$17.4M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.5K- 30.17% |
$1.39M - $1.54M
|
31.2K
$3.38M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.9K- 3.46% |
$1.63M - $1.8M
|
443K
$47.8M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18.2K- 90.01% |
$1.87M - $2.07M
|
2.02K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.3K- 19.56% |
$2.3M - $2.54M
|
91.6K
$9.9M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.7K- 1.87% |
$3.37M - $3.72M
|
1.72M
$185M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 7.03% |
$3.83M - $4.23M
|
491K
$53.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38K- 33.96% |
$3.91M - $4.32M
|
73.8K
$7.98M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.4K- 30.49% |
$7.36M - $8.13M
|
163K
$17.6M
|