Purchases and Sales Made in Q2 2025 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST EXCHANGE TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.4K+ 0.75% |
$27.6K - $32.1K
|
188K
$4.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35KNew |
$26.5K - $30.8K
|
1.35K
$31.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 3.66% |
$24.2K - $28.1K
|
34.9K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.2K+ 8.61% |
$23.6K - $27.4K
|
15.1K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 30.1% |
$20.2K - $23.4K
|
4.44K
$103K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 10.69% |
$19.7K - $22.9K
|
10.4K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1K+ 5.3% |
$19.7K - $22.9K
|
19.9K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
786+ 2.58% |
$15.5K - $18K
|
31.3K
$727K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
675+ 8.81% |
$13.3K - $15.4K
|
8.34K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
606+ 16.59% |
$11.9K - $13.8K
|
4.26K
$99.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
325+ 0.87% |
$6.39K - $7.43K
|
37.5K
$873K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
250+ 1.97% |
$4.92K - $5.71K
|
12.9K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 7.41% |
$3.93K - $4.57K
|
2.9K
$67.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
170+ 0.87% |
$3.34K - $3.88K
|
19.7K
$459K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
151+ 1.14% |
$2.97K - $3.45K
|
13.4K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.02% |
$649 - $754
|
1.67K
$38.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
27+ 0.24% |
$531 - $617
|
11.2K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
13+ 2.36% |
$256 - $297
|
563
$13.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8+ 0.08% |
$157 - $183
|
10.3K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$78.6 - $91.4
|
15.6K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-43- 3.45% |
$845 - $983
|
1.2K
$28K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-50- 5.79% |
$983 - $1.14K
|
813
$18.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-159- 9.25% |
$3.13K - $3.63K
|
1.56K
$36.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-500- 0.98% |
$9.83K - $11.4K
|
50.7K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-586- 3.05% |
$11.5K - $13.4K
|
18.6K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-761- 3.0% |
$15K - $17.4K
|
24.6K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-784- 0.6% |
$15.4K - $17.9K
|
129K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-900- 1.64% |
$17.7K - $20.6K
|
53.8K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 1.06% |
$26.2K - $30.5K
|
124K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.53K- 11.51% |
$30K - $34.8K
|
11.7K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.69K- 6.95% |
$33.1K - $38.5K
|
22.6K
$525K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.99K- 1.52% |
$39.1K - $45.5K
|
129K
$2.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 0.91% |
$41.9K - $48.7K
|
233K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 0.79% |
$45.8K - $53.3K
|
294K
$6.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.64K- 6.86% |
$51.8K - $60.2K
|
35.8K
$832K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2.75K- 15.49% |
$54.1K - $62.9K
|
15K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.05K- 10.08% |
$79.7K - $92.6K
|
36.1K
$841K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.14K- 23.76% |
$101K - $117K
|
16.5K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 7.24% |
$103K - $120K
|
67.4K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 75.0% |
$118K - $137K
|
2K
$46.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.1K- 17.72% |
$278K - $323K
|
65.7K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 53.14% |
$431K - $501K
|
19.3K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.3K- 95.87% |
$576K - $670K
|
1.26K
$29.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.1K- 14.01% |
$749K - $871K
|
234K
$5.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.5K- 1.63% |
$973K - $1.13M
|
2.98M
$69.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-61.9K- 45.32% |
$1.22M - $1.41M
|
74.7K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.6K- 62.51% |
$1.29M - $1.5M
|
39.4K
$916K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-88.1K- 64.17% |
$1.73M - $2.01M
|
49.2K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-111K- 64.69% |
$2.19M - $2.54M
|
60.7K
$1.41M
|