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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$414 - $451
|
5.67K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.9K- 91.98% |
$1.43M - $1.56M
|
1.21K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 19.56% |
$156K - $169K
|
6.18K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 12.41% |
$117K - $127K
|
7.96K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.1K- 24.12% |
$2.29M - $2.49M
|
69.5K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$104 - $113
|
2.25K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
313New |
$32.4K - $35.3K
|
313
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
65New |
$6.73K - $7.33K
|
65
$6.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.31K- 2.98% |
$549K - $598K
|
173K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
151+ 0.62% |
$15.6K - $17K
|
24.3K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-811- 26.88% |
$84K - $91.4K
|
2.21K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 20.36% |
$10.4M - $11.3M
|
591K
$62.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
625+ 3.13% |
$64.7K - $70.5K
|
20.6K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$1.66M - $1.81M
|
16K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 3.48% |
$2.48K - $2.71K
|
665
$69.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 16.78% |
$145K - $158K
|
6.94K
$729K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 16.78% |
$10.6K - $11.5K
|
710
$74.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
306New |
$31.7K - $34.5K
|
306
$32.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-538- 15.09% |
$55.7K - $60.6K
|
3.03K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.94KNew |
$614K - $669K
|
5.94K
$623K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.16K- 28.55% |
$327K - $357K
|
7.91K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 63.61% |
$10.7M - $11.7M
|
59.2K
$6.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$20.7K - $22.5K
|
200
$21K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-285- 4.91% |
$29.5K - $32.1K
|
5.51K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.9K+ 43.34% |
$5.06M - $5.51M
|
162K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43K- 13.77% |
$148K - $161K
|
8.95K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.3K- 15.42% |
$7.07M - $7.69M
|
374K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-131- 5.32% |
$13.6K - $14.8K
|
2.33K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$1.62M - $1.76M
|
15.6K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 2.75% |
$289K - $315K
|
98.8K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 17.82% |
$207K - $225K
|
13.2K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-91- 8.67% |
$9.42K - $10.3K
|
958
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09K- 32.97% |
$216K - $236K
|
4.25K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-775- 2.23% |
$80.2K - $87.4K
|
34K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.12% |
$207 - $225
|
1.61K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-102- 1.82% |
$10.6K - $11.5K
|
5.51K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-879- 25.52% |
$91K - $99.1K
|
2.57K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.43K- 11.18% |
$148K - $161K
|
11.3K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 21.01% |
$1.23M - $1.34M
|
44.7K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$3.73M - $4.06M
|
36K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.34KNew |
$449K - $489K
|
4.34K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-743- 2.35% |
$76.9K - $83.8K
|
30.9K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.05K- 26.49% |
$833K - $907K
|
22.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$104 - $113
|
801
$84.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 21.7% |
$153K - $167K
|
5.35K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 11.0% |
$352K - $383K
|
27.5K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
540New |
$55.9K - $60.9K
|
540
$56.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 97.21% |
$3.14M - $3.42M
|
872
$91.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.75K- 67.78% |
$802K - $874K
|
3.69K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
288KNew |
$29.8M - $32.5M
|
288K
$30.2M
|