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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 51.28% |
$1.36M - $1.48M
|
12.4K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 6.01% |
$66.1K - $71.9K
|
9.98K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.46K- 23.86% |
$876K - $953K
|
27K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 29.12% |
$257K - $280K
|
6.04K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-900- 15.32% |
$93.2K - $101K
|
4.97K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54+ 2.38% |
$5.59K - $6.09K
|
2.32K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$104 - $113
|
401
$44.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.37% |
$22.2K - $24.1K
|
6.14K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.16KNew |
$535K - $582K
|
5.16K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-47- 2.94% |
$4.87K - $5.3K
|
1.55K
$173K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-694- 95.07% |
$71.8K - $78.2K
|
36
$4K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.13K- 26.52% |
$116K - $127K
|
3.12K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.62% |
$16K - $17.5K
|
5.77K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-227- 8.08% |
$23.5K - $25.6K
|
2.58K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 24.82% |
$532K - $579K
|
15.6K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.57% |
$2.8K - $3.04K
|
4.73K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-895- 6.85% |
$92.7K - $101K
|
12.2K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-50- 0.76% |
$5.18K - $5.64K
|
6.51K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102- 3.61% |
$10.6K - $11.5K
|
2.72K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
294+ 2.6% |
$30.4K - $33.1K
|
11.6K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 24.29% |
$104K - $113K
|
3.12K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-887- 10.64% |
$91.8K - $100K
|
7.45K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11+ 0.56% |
$1.14K - $1.24K
|
1.98K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-130- 3.0% |
$13.5K - $14.7K
|
4.2K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195- 2.73% |
$20.2K - $22K
|
6.95K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$104 - $113
|
18.7K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 23.74% |
$116K - $126K
|
3.6K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-176- 1.47% |
$18.2K - $19.8K
|
11.8K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
817+ 6.93% |
$84.6K - $92.1K
|
12.6K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-70- 1.22% |
$7.25K - $7.89K
|
5.67K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-30.2K- 84.02% |
$3.13M - $3.41M
|
5.75K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8.74KNew |
$905K - $985K
|
8.74K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.17K- 99.91% |
$225K - $244K
|
2
$222
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 3.7% |
$20.7K - $22.5K
|
5.2K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.55% |
$1.86K - $2.03K
|
3.25K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.87K- 34.25% |
$505K - $549K
|
9.36K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 57.24% |
$174K - $189K
|
4.6K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190+ 19000.0% |
$19.7K - $21.4K
|
191
$21.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.53% |
$51.8K - $56.4K
|
2.53K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 4.18% |
$19.3K - $21K
|
4.27K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.93% |
$4.35K - $4.73K
|
2.14K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-470- 15.99% |
$48.7K - $53K
|
2.47K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 10.1% |
$110K - $119K
|
9.42K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79.7KNew |
$8.25M - $8.99M
|
79.7K
$8.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-87- 0.87% |
$9.01K - $9.81K
|
9.88K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
470+ 16.86% |
$48.7K - $53K
|
3.26K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 0.24% |
$932 - $1.01K
|
3.81K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 23.49% |
$7.25K - $7.89K
|
228
$25.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.8K- 17.66% |
$186K - $203K
|
8.4K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$207 - $225
|
2.83K
$314K
|