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 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21K+ 8.21% |
$113K - $130K
|
15.9K
$1.72M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 9.45% |
$101K - $116K
|
12.4K
$1.34M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 0.97% |
$97.8K - $112K
|
108K
$11.6M
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
- |
858+ 8.87% |
$80.7K - $92.6K
|
10.5K
$1.14M
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
780+ 128.93% |
$73.4K - $84.1K
|
1.39K
$150K
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
765+ 30.8% |
$72K - $82.5K
|
3.25K
$351K
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
758+ 16.23% |
$71.3K - $81.8K
|
5.43K
$586K
|
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
BUY
|
- |
746+ 3.08% |
$70.2K - $80.5K
|
24.9K
$2.69M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
704+ 1.71% |
$66.3K - $75.9K
|
41.9K
$4.52M
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
699New |
$65.8K - $75.4K
|
699
$75.5K
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
553+ 5.22% |
$52K - $59.7K
|
11.1K
$1.2M
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
547New |
$51.5K - $59K
|
547
$59.1K
|
|
|
Jan 19, 2021
Q4 2020
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
538+ 2.98% |
$50.6K - $58K
|
18.6K
$2.01M
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
435+ 5.39% |
$40.9K - $46.9K
|
8.5K
$919K
|
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
400New |
$37.6K - $43.2K
|
400
$43.2K
|
|
|
Jan 26, 2021
Q4 2020
|
Diversified, LLC
|
BUY
|
- |
351New |
$33K - $37.9K
|
351
$37.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
325+ 27.08% |
$30.6K - $35.1K
|
1.53K
$165K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
284+ 1.45% |
$26.7K - $30.6K
|
19.9K
$2.15M
|
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
225New |
$21.2K - $24.3K
|
225
$24.3K
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
221New |
$20.8K - $23.8K
|
221
$23.9K
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
201New |
$18.9K - $21.7K
|
201
$21.7K
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200New |
$18.8K - $21.6K
|
200
$21.6K
|
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
185+ 2.74% |
$17.4K - $20K
|
6.94K
$750K
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
185+ 2.7% |
$17.4K - $20K
|
7.04K
$761K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174+ 1.01% |
$16.4K - $18.8K
|
17.4K
$1.88M
|
|
|
Jan 11, 2021
Q4 2020
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
171+ 3.19% |
$16.1K - $18.4K
|
5.54K
$598K
|
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
165New |
$15.5K - $17.8K
|
165
$17.8K
|
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
138+ 2.7% |
$13K - $14.9K
|
5.25K
$567K
|
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
BUY
|
- |
124New |
$11.7K - $13.4K
|
124
$13.4K
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
102+ 1.3% |
$9.6K - $11K
|
7.95K
$859K
|
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.49% |
$9.41K - $10.8K
|
2.33K
$251K
|
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
84+ 3.43% |
$7.91K - $9.06K
|
2.53K
$273K
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
82+ 3.77% |
$7.72K - $8.85K
|
2.26K
$244K
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
60+ 0.72% |
$5.65K - $6.47K
|
8.4K
$907K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
60New |
$5.65K - $6.47K
|
60
$6.48K
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
51New |
$4.8K - $5.5K
|
51
$5.51K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 0.55% |
$2.64K - $3.02K
|
5.1K
$551K
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.65% |
$1.32K - $1.51K
|
2.15K
$233K
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.44% |
$1.22K - $1.4K
|
2.97K
$320K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
BUY
|
- |
8+ 0.05% |
$753 - $863
|
15.8K
$1.71M
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 4.31% |
$471 - $539
|
121
$13.1K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.59% |
$188 - $216
|
335
$36.2K
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3- 0.1% |
$282 - $324
|
2.95K
$319K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.39% |
$282 - $324
|
757
$81.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-11Closed |
$1.04K - $1.19K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-12Closed |
$1.13K - $1.29K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-13- 15.29% |
$1.22K - $1.4K
|
72
$7.78K
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13- 0.36% |
$1.22K - $1.4K
|
3.64K
$394K
|
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-20- 0.17% |
$1.88K - $2.16K
|
11.6K
$1.25M
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22- 84.62% |
$2.07K - $2.37K
|
4
$432
|