Latest Institutional Transactions on First Tr Exchange Trd Fd Healt (FXH)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Healt (FXH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
379+ 0.25% |
$37.4K - $41.9K
|
152K
$16.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$98.6 - $111
|
2.92K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-274- 6.55% |
$27K - $30.3K
|
3.91K
$433K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-45- 0.81% |
$4.44K - $4.98K
|
5.48K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.49K- 4.31% |
$146K - $164K
|
33K
$3.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.86KNew |
$183K - $206K
|
1.86K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58- 2.1% |
$5.72K - $6.42K
|
2.71K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-235- 10.47% |
$23.2K - $26K
|
2.01K
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
440+ 39.11% |
$43.4K - $48.7K
|
1.57K
$173K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.72KNew |
$663K - $744K
|
6.72K
$745K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-915- 6.88% |
$90.2K - $101K
|
12.4K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
70+ 1.14% |
$6.9K - $7.75K
|
6.2K
$687K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-180- 2.85% |
$17.7K - $19.9K
|
6.13K
$679K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.35K- 7.17% |
$527K - $592K
|
69.2K
$7.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-481- 14.05% |
$47.4K - $53.2K
|
2.94K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.74KNew |
$664K - $746K
|
6.74K
$747K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-116- 2.65% |
$11.4K - $12.8K
|
4.26K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-368- 5.18% |
$36.3K - $40.7K
|
6.73K
$746K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25- 0.34% |
$2.46K - $2.77K
|
7.35K
$814K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 676.29% |
$1.63M - $1.83M
|
19K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
728New |
$71.8K - $80.6K
|
728
$80.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
257+ 7.88% |
$25.3K - $28.4K
|
3.52K
$390K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.09K+ 20.6% |
$205K - $231K
|
12.2K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-305- 5.81% |
$30.1K - $33.8K
|
4.94K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 11.55% |
$1.06M - $1.19M
|
82.5K
$9.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26- 0.24% |
$2.56K - $2.88K
|
10.9K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53K+ 258.0% |
$447K - $502K
|
6.29K
$697K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$591 - $664
|
4.07K
$451K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.08% |
$197 - $221
|
2.55K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-894- 17.18% |
$88.1K - $98.9K
|
4.31K
$477K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.65% |
$98.6 - $111
|
154
$17.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.08K- 48.4% |
$303K - $341K
|
3.28K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.34K- 12.32% |
$132K - $149K
|
9.55K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-198- 32.95% |
$19.5K - $21.9K
|
403
$44.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$98.6 - $111
|
2.48K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-140- 12.84% |
$13.8K - $15.5K
|
950
$105K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
928+ 5.48% |
$91.5K - $103K
|
17.9K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-555- 23.07% |
$54.7K - $61.4K
|
1.85K
$205K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-489- 2.35% |
$48.2K - $54.1K
|
20.3K
$2.25M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 0.42% |
$1.18K - $1.33K
|
2.85K
$315K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.74K- 8.71% |
$538K - $595K
|
60.2K
$6.67M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 28.09% |
$104K - $116K
|
2.86K
$316K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.65KNew |
$154K - $171K
|
1.65K
$183K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.12K+ 129.48% |
$479K - $531K
|
9.07K
$1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95K- 8.6% |
$8.9M - $9.85M
|
1.01M
$112M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.4K+ 570.78% |
$2.47M - $2.73M
|
31K
$3.43M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
64+ 0.69% |
$5.99K - $6.64K
|
9.29K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.15K- 2.54% |
$294K - $326K
|
121K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
802+ 1822.73% |
$75.1K - $83.2K
|
846
$93.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 44.52% |
$948K - $1.05M
|
32.9K
$3.64M
|
|