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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 3.7% |
$20.7K - $22.5K
|
5.2K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.55% |
$1.86K - $2.03K
|
3.25K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.87K- 34.25% |
$505K - $549K
|
9.36K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 4.18% |
$19.3K - $21K
|
4.27K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 57.24% |
$174K - $189K
|
4.6K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190+ 19000.0% |
$19.7K - $21.4K
|
191
$20.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.53% |
$51.8K - $56.4K
|
2.53K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.93% |
$4.35K - $4.73K
|
2.14K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-470- 15.99% |
$48.7K - $53K
|
2.47K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 10.1% |
$110K - $119K
|
9.42K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79.7KNew |
$8.25M - $8.99M
|
79.7K
$8.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-87- 0.87% |
$9.01K - $9.81K
|
9.88K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
470+ 16.86% |
$48.7K - $53K
|
3.26K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 0.24% |
$932 - $1.01K
|
3.81K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 23.49% |
$7.25K - $7.89K
|
228
$24K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.8K- 17.66% |
$186K - $203K
|
8.4K
$882K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$207 - $225
|
2.83K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-241- 3.51% |
$25K - $27.2K
|
6.62K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-58- 2.56% |
$6K - $6.54K
|
2.21K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.66K- 22.51% |
$275K - $300K
|
9.15K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.01K- 95.12% |
$105K - $114K
|
52
$5.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-775- 14.82% |
$80.2K - $87.4K
|
4.45K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-121- 4.54% |
$12.5K - $13.6K
|
2.54K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-607- 22.08% |
$62.8K - $68.4K
|
2.14K
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.23KNew |
$231K - $252K
|
2.23K
$234K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
146+ 7.16% |
$15.1K - $16.5K
|
2.19K
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.47KNew |
$462K - $504K
|
4.47K
$469K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 11.95% |
$6.73K - $7.33K
|
609
$64K
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.55KClosed |
$675K - $745K
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.13KNew |
$116K - $128K
|
1.13K
$118K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 16.35% |
$5.36K - $5.92K
|
266
$27.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.04K- 41.47% |
$519K - $573K
|
7.11K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
224New |
$23.1K - $25.5K
|
224
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-463- 8.6% |
$47.7K - $52.7K
|
4.92K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-201- 1.86% |
$20.7K - $22.9K
|
10.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.2K+ 266.67% |
$742K - $820K
|
9.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$103 - $114
|
3
$315
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600+ 600.0% |
$61.9K - $68.3K
|
700
$73.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-51Closed |
$5.26K - $5.81K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 1354.74% |
$1.74M - $1.92M
|
18.1K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-337- 5.78% |
$34.7K - $38.4K
|
5.5K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.87K- 21.95% |
$708K - $782K
|
24.4K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18.2K- 90.01% |
$1.87M - $2.07M
|
2.02K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 41.31% |
$197K - $217K
|
2.71K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 20.59% |
$18.6K - $20.5K
|
694
$72.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$8.76K - $9.68K
|
85
$8.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 2.82% |
$5.77K - $6.37K
|
2.04K
$214K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
232New |
$23.9K - $26.4K
|
232
$24.4K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-246- 9.36% |
$25.4K - $28K
|
2.38K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.28KNew |
$339K - $374K
|
3.28K
$345K
|
|