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 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
525+ 0.82% |
$54.4K - $59.2K
|
64.7K
$6.79M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.3K- 40.49% |
$1.07M - $1.16M
|
15.1K
$1.59M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
73New |
$7.56K - $8.23K
|
73
$7.67K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.07% |
$518 - $564
|
6.98K
$733K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
906+ 60.93% |
$93.8K - $102K
|
2.39K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.44K- 31.09% |
$771K - $839K
|
16.5K
$1.73M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-326- 11.22% |
$33.8K - $36.7K
|
2.58K
$271K
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.51K- 3.08% |
$156K - $170K
|
47.3K
$4.97M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
189+ 4.88% |
$19.6K - $21.3K
|
4.06K
$426K
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.39KNew |
$351K - $382K
|
3.39K
$356K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-431- 7.19% |
$44.6K - $48.6K
|
5.56K
$584K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.36K- 56.82% |
$555K - $604K
|
4.07K
$428K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.2K+ 89.72% |
$228K - $248K
|
4.65K
$489K
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.28K+ 35.95% |
$236K - $257K
|
8.63K
$906K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-459- 8.39% |
$47.5K - $51.7K
|
5.01K
$526K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 2.91% |
$12.9K - $14.1K
|
4.17K
$438K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.46K- 23.86% |
$876K - $953K
|
27K
$2.84M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 29.12% |
$257K - $280K
|
6.04K
$635K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 6.01% |
$66.1K - $71.9K
|
9.98K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 51.28% |
$1.36M - $1.48M
|
12.4K
$1.31M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-900- 15.32% |
$93.2K - $101K
|
4.97K
$522K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.35K- 7.06% |
$243K - $265K
|
30.9K
$3.25M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$104 - $113
|
401
$42.1K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54+ 2.38% |
$5.59K - $6.09K
|
2.32K
$244K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.37% |
$22.2K - $24.1K
|
6.14K
$645K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.16KNew |
$535K - $582K
|
5.16K
$542K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-47- 2.94% |
$4.87K - $5.3K
|
1.55K
$163K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-694- 95.07% |
$71.8K - $78.2K
|
36
$3.78K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.13K- 26.52% |
$116K - $127K
|
3.12K
$327K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.62% |
$16K - $17.5K
|
5.77K
$606K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-227- 8.08% |
$23.5K - $25.6K
|
2.58K
$271K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
294+ 2.6% |
$30.4K - $33.1K
|
11.6K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102- 3.61% |
$10.6K - $11.5K
|
2.72K
$286K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-50- 0.76% |
$5.18K - $5.64K
|
6.51K
$684K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-895- 6.85% |
$92.7K - $101K
|
12.2K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 24.29% |
$104K - $113K
|
3.12K
$327K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.57% |
$2.8K - $3.04K
|
4.73K
$497K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 24.82% |
$532K - $579K
|
15.6K
$1.63M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-887- 10.64% |
$91.8K - $100K
|
7.45K
$783K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11+ 0.56% |
$1.14K - $1.24K
|
1.98K
$208K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-130- 3.0% |
$13.5K - $14.7K
|
4.2K
$441K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195- 2.73% |
$20.2K - $22K
|
6.95K
$730K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$104 - $113
|
18.7K
$1.97M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 23.74% |
$116K - $126K
|
3.6K
$378K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-176- 1.47% |
$18.2K - $19.8K
|
11.8K
$1.24M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
817+ 6.93% |
$84.6K - $92.1K
|
12.6K
$1.32M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-70- 1.22% |
$7.25K - $7.89K
|
5.67K
$595K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-30.2K- 84.02% |
$3.13M - $3.41M
|
5.75K
$604K
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8.74KNew |
$905K - $985K
|
8.74K
$918K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.17K- 99.91% |
$225K - $244K
|
2
$210
|