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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-2.76KClosed |
$301K - $324K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.95KClosed |
$213K - $229K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-121Closed |
$12.5K - $13.8K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$20.6K - $22.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$10.3K - $11.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.28KClosed |
$338K - $375K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-137Closed |
$14.1K - $15.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$47.8K - $53.1K
|
464
$48.4K
|
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-10.5KClosed |
$1.08M - $1.2M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41KClosed |
$248K - $275K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-184Closed |
$18.9K - $21K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-400Closed |
$41.2K - $45.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-165Closed |
$17K - $18.9K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.2KClosed |
$1.47M - $1.63M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-351Closed |
$36.1K - $40.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$412 - $458
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-140Closed |
$14.4K - $16K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4KClosed |
$412K - $458K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-305- 21.86% |
$31.4K - $34.9K
|
1.09K
$114K
|
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-6.63KClosed |
$683K - $759K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
60New |
$5.65K - $6.47K
|
60
$6.26K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-11Closed |
$1.04K - $1.19K
|
0
$0
|
|
|
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
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-42.1KClosed |
$3.96M - $4.54M
|
0
$0
|
|
|
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
|
New Square Capital LLC
|
SELL
|
- |
-280Closed |
$26.4K - $30.2K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
547New |
$51.5K - $59K
|
547
$57K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-70Closed |
$6.59K - $7.55K
|
0
$0
|
|
| Q3 2020 | |||||||
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 8.51% |
$714 - $778
|
86
$8.97K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-33- 9.91% |
$2.95K - $3.21K
|
300
$31.3K
|
|
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.44KClosed |
$396K - $432K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8KClosed |
$1.41M - $1.54M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.59KClosed |
$142K - $155K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.1KClosed |
$455K - $496K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.4KClosed |
$214K - $234K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-68Closed |
$6.07K - $6.62K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-109K- 83.18% |
$9.71M - $10.6M
|
22K
$2.29M
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
133New |
$11.9K - $12.9K
|
133
$13.9K
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.2KClosed |
$1.27M - $1.39M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.15KClosed |
$281K - $306K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4KClosed |
$357K - $389K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.36KNew |
$122K - $133K
|
1.36K
$142K
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.23KClosed |
$110K - $120K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.79KClosed |
$267K - $347K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.56KClosed |
$534K - $692K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
450New |
$31.8K - $41.2K
|
450
$46.9K
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-86Closed |
$6.07K - $7.87K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-49Closed |
$3.46K - $4.49K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-12KClosed |
$845K - $1.1M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-307Closed |
$21.7K - $28.1K
|
0
$0
|
|