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 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-23- 3.9% |
$2.16K - $2.48K
|
566
$61.2K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33- 0.7% |
$3.11K - $3.56K
|
4.67K
$505K
|
|
Jan 13, 2021
Q4 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-37- 1.45% |
$3.48K - $3.99K
|
2.51K
$272K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 15.76% |
$4.61K - $5.29K
|
262
$28.3K
|
|
Feb 04, 2021
Q4 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-50- 1.06% |
$4.71K - $5.39K
|
4.69K
$506K
|
|
Feb 03, 2021
Q4 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-52- 1.78% |
$4.89K - $5.61K
|
2.87K
$310K
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 11.71% |
$6.12K - $7.01K
|
490
$52.9K
|
|
Jan 19, 2021
Q4 2020
|
Old National Bancorp
|
SELL
|
- |
-69- 0.87% |
$6.49K - $7.44K
|
7.86K
$849K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-70Closed |
$6.59K - $7.55K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-79- 0.75% |
$7.43K - $8.52K
|
10.4K
$1.12M
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-83- 3.26% |
$7.81K - $8.95K
|
2.46K
$266K
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-84- 3.32% |
$7.91K - $9.06K
|
2.45K
$264K
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-85- 1.21% |
$8K - $9.17K
|
6.93K
$749K
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-86- 0.44% |
$8.09K - $9.28K
|
19.6K
$2.12M
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-89- 6.56% |
$8.38K - $9.6K
|
1.27K
$137K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 50.0% |
$9.41K - $10.8K
|
100
$10.8K
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 6.69% |
$9.41K - $10.8K
|
1.4K
$151K
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-142- 5.97% |
$13.4K - $15.3K
|
2.24K
$241K
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-143- 2.16% |
$13.5K - $15.4K
|
6.48K
$700K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-173- 2.69% |
$16.3K - $18.7K
|
6.26K
$677K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-218- 62.82% |
$20.5K - $23.5K
|
129
$13.9K
|
|
Feb 09, 2021
Q4 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-239- 2.55% |
$22.5K - $25.8K
|
9.13K
$986K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-280Closed |
$26.4K - $30.2K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-307- 2.28% |
$28.9K - $33.1K
|
13.2K
$1.42M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-317- 11.64% |
$29.8K - $34.2K
|
2.41K
$260K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-321- 6.41% |
$30.2K - $34.6K
|
4.69K
$506K
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-325- 1.45% |
$30.6K - $35.1K
|
22.1K
$2.39M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-357- 0.79% |
$33.6K - $38.5K
|
45.1K
$4.87M
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-373Closed |
$35.1K - $40.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-394- 0.53% |
$37.1K - $42.5K
|
73.8K
$7.97M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-434- 6.47% |
$40.8K - $46.8K
|
6.27K
$677K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-440- 0.6% |
$41.4K - $47.5K
|
72.8K
$7.87M
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-456Closed |
$42.9K - $49.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-464- 6.78% |
$43.7K - $50.1K
|
6.38K
$689K
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-484Closed |
$45.5K - $52.2K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500Closed |
$47.1K - $53.9K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-507- 7.1% |
$47.7K - $54.7K
|
6.63K
$717K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-514- 5.79% |
$48.4K - $55.5K
|
8.36K
$903K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-599- 4.14% |
$56.4K - $64.6K
|
13.9K
$1.5M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-601- 5.73% |
$56.6K - $64.8K
|
9.89K
$1.07M
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-649- 4.44% |
$61.1K - $70K
|
14K
$1.51M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-750- 6.06% |
$70.6K - $80.9K
|
11.6K
$1.26M
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 10.67% |
$75.3K - $86.3K
|
6.7K
$724K
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-836- 6.14% |
$78.7K - $90.2K
|
12.8K
$1.38M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-865- 2.43% |
$81.4K - $93.3K
|
34.8K
$3.76M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-884- 7.56% |
$83.2K - $95.4K
|
10.8K
$1.17M
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-916- 3.79% |
$86.2K - $98.8K
|
23.3K
$2.51M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 8.24% |
$98.2K - $113K
|
11.6K
$1.25M
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 7.53% |
$110K - $126K
|
14.4K
$1.55M
|
|
Feb 10, 2021
Q4 2020
|
Lvz, Inc.
|
SELL
|
- |
-1.18K- 15.13% |
$111K - $127K
|
6.62K
$716K
|