Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
BUY
|
- |
93.6KNew |
$8.81M - $10.1M
|
93.6K
$10.1M
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
65.9K+ 129.67% |
$6.2M - $7.11M
|
117K
$12.6M
|
|
Mar 24, 2021
Q4 2020
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
63.6KNew |
$5.98M - $6.86M
|
63.6K
$6.87M
|
|
Feb 05, 2021
Q4 2020
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
54.7KNew |
$5.15M - $5.9M
|
54.7K
$5.91M
|
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
BUY
|
- |
47.5K+ 1236.26% |
$4.47M - $5.12M
|
51.3K
$5.54M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43.8KNew |
$4.13M - $4.73M
|
43.8K
$4.74M
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24.9KNew |
$2.35M - $2.69M
|
24.9K
$2.69M
|
|
Feb 16, 2021
Q4 2020
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
23.3KNew |
$2.19M - $2.51M
|
23.3K
$2.51M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.4K+ 2.79% |
$1.92M - $2.2M
|
750K
$81.1M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 129.13% |
$1.44M - $1.65M
|
27.2K
$2.94M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.2KNew |
$1.34M - $1.54M
|
14.2K
$1.54M
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1KNew |
$1.14M - $1.31M
|
12.1K
$1.31M
|
|
Feb 19, 2021
Q4 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$1.05M - $1.2M
|
11.1K
$1.2M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 21.63% |
$1.04M - $1.19M
|
62.1K
$6.71M
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
9.86K+ 729.46% |
$927K - $1.06M
|
11.2K
$1.21M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$693K - $794K
|
7.36K
$796K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.74K+ 12.12% |
$634K - $727K
|
62.3K
$6.74M
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.55K+ 2357.19% |
$617K - $707K
|
6.83K
$738K
|
|
Mar 09, 2021
Q4 2020
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6.47KNew |
$608K - $697K
|
6.47K
$699K
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.69KNew |
$536K - $614K
|
5.69K
$615K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.7KNew |
$443K - $507K
|
4.7K
$508K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.67K+ 56.91% |
$440K - $504K
|
12.9K
$1.39M
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.11KNew |
$387K - $443K
|
4.11K
$444K
|
|
Jan 26, 2021
Q4 2020
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.85KNew |
$363K - $416K
|
3.85K
$416K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
3.66K+ 4.44% |
$344K - $395K
|
86.2K
$9.31M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.3K+ 1.0% |
$311K - $356K
|
335K
$36.2M
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.26KNew |
$306K - $351K
|
3.26K
$352K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 10.4% |
$290K - $332K
|
32.7K
$3.53M
|
|
Feb 02, 2021
Q4 2020
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.05KNew |
$287K - $329K
|
3.05K
$330K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
2.8K+ 33.39% |
$263K - $302K
|
11.2K
$1.21M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
2.79K+ 8.29% |
$263K - $301K
|
36.5K
$3.94M
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.76K+ 64.6% |
$259K - $297K
|
7.03K
$759K
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.73K+ 66.33% |
$257K - $294K
|
6.84K
$739K
|
|
Feb 19, 2021
Q4 2020
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.48KNew |
$234K - $268K
|
2.48K
$268K
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.48K+ 10.17% |
$233K - $268K
|
26.9K
$2.9M
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.38K+ 39.72% |
$224K - $257K
|
8.37K
$904K
|
|
Feb 16, 2021
Q4 2020
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.3K+ 6.68% |
$216K - $248K
|
36.7K
$3.96M
|
|
Feb 10, 2021
Q4 2020
|
Brighton Jones LLC
|
BUY
|
- |
2.29KNew |
$216K - $247K
|
2.29K
$248K
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.26KNew |
$213K - $244K
|
2.26K
$244K
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.11KNew |
$198K - $227K
|
2.11K
$228K
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.05KNew |
$193K - $221K
|
2.05K
$222K
|
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2KNew |
$189K - $216K
|
2K
$217K
|
|
Feb 16, 2021
Q4 2020
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.96KNew |
$184K - $211K
|
1.96K
$212K
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.95KNew |
$184K - $210K
|
1.95K
$211K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.94KNew |
$183K - $210K
|
1.94K
$210K
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.9KNew |
$179K - $205K
|
1.9K
$205K
|
|
Jan 20, 2021
Q4 2020
|
Welch & Forbes LLC
|
BUY
|
- |
1.89KNew |
$178K - $204K
|
1.89K
$204K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.8K+ 1.03% |
$169K - $194K
|
177K
$19.1M
|
|
Feb 05, 2021
Q4 2020
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.59K+ 20.03% |
$149K - $171K
|
9.5K
$1.03M
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.23K+ 23.36% |
$115K - $132K
|
6.48K
$700K
|