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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-33- 0.22% |
$3.38K - $3.7K
|
14.7K
$1.48M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.3K- 10.49% |
$4.02M - $4.4M
|
335K
$33.7M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.21K+ 205.87% |
$636K - $695K
|
9.22K
$928K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 4.85% |
$10.1K - $11.1K
|
1.94K
$195K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-588- 8.47% |
$60.3K - $65.9K
|
6.36K
$640K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-405- 33.5% |
$41.5K - $45.4K
|
804
$80.9K
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-3.75K- 7.93% |
$385K - $421K
|
43.6K
$4.38M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$103 - $112
|
4.65K
$468K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.98K- 8.85% |
$203K - $221K
|
20.4K
$2.05M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-593- 68.0% |
$60.8K - $66.4K
|
279
$28.1K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.41K- 7.78% |
$554K - $606K
|
64.1K
$6.45M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47- 1.28% |
$4.82K - $5.26K
|
3.64K
$366K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-247- 0.8% |
$25.3K - $27.7K
|
30.7K
$3.09M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-348- 12.79% |
$35.7K - $39K
|
2.37K
$239K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
85+ 1.43% |
$8.71K - $9.52K
|
6.02K
$606K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.99K- 24.2% |
$409K - $447K
|
12.5K
$1.26M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1K- 23.15% |
$103K - $112K
|
3.33K
$335K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 7.69% |
$513 - $560
|
70
$7.04K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$20.5K - $22.4K
|
14.9K
$1.5M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-90- 28.75% |
$9.23K - $10.1K
|
223
$22.4K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-387- 5.94% |
$39.7K - $43.4K
|
6.13K
$617K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
146New |
$15K - $16.4K
|
146
$14.7K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.16% |
$410 - $448
|
2.58K
$259K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 52.53% |
$270K - $295K
|
2.38K
$239K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.04K- 8.5% |
$106K - $116K
|
11.1K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.38K- 68.17% |
$654K - $715K
|
2.98K
$300K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
142+ 9.14% |
$14.6K - $15.9K
|
1.7K
$171K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-693- 9.3% |
$71K - $77.6K
|
6.76K
$680K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 20.87% |
$577K - $631K
|
21.4K
$2.15M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
972+ 7.71% |
$99.6K - $109K
|
13.6K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.38K- 15.83% |
$961K - $1.05M
|
49.9K
$5.02M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-901- 9.57% |
$92.4K - $101K
|
8.52K
$857K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.91K- 49.14% |
$503K - $550K
|
5.08K
$511K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-5.5K- 55.65% |
$563K - $616K
|
4.38K
$441K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
145+ 198.63% |
$14.9K - $16.2K
|
218
$21.9K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
319New |
$32.7K - $35.7K
|
319
$32.1K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-347- 9.65% |
$35.6K - $38.9K
|
3.25K
$327K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 18.8% |
$5.13K - $5.6K
|
216
$21.7K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
450New |
$46.1K - $50.4K
|
450
$45.3K
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 40.96% |
$178K - $195K
|
2.51K
$252K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-210- 5.51% |
$21.5K - $23.5K
|
3.6K
$362K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.7K- 50.0% |
$1.51M - $1.65M
|
14.7K
$1.48M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 3.14% |
$2.67K - $2.91K
|
802
$80.7K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.64KNew |
$373K - $408K
|
3.64K
$366K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$103 - $112
|
5.2K
$524K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-199- 1.06% |
$20.4K - $22.3K
|
18.5K
$1.87M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165- 15.0% |
$16.9K - $18.5K
|
935
$94.1K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-155- 9.6% |
$15.9K - $17.4K
|
1.46K
$147K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.3KNew |
$646K - $706K
|
6.3K
$634K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-355- 6.69% |
$36.4K - $39.8K
|
4.95K
$498K
|