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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.44% |
$6.97K - $7.62K
|
15.7K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 4.56% |
$19.5K - $21.3K
|
3.98K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
357New |
$36.6K - $40K
|
357
$37.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.12K- 12.25% |
$115K - $125K
|
8.02K
$839K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-195- 3.44% |
$20K - $21.8K
|
5.47K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.1% |
$410 - $448
|
4.2K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
25+ 0.3% |
$2.56K - $2.8K
|
8.42K
$881K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.63K- 81.46% |
$987K - $1.08M
|
2.19K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2K+ 43.51% |
$205K - $224K
|
6.61K
$691K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
87+ 189.13% |
$8.92K - $9.75K
|
133
$13.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.42K- 14.56% |
$975K - $1.06M
|
55.3K
$5.78M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
190New |
$19.7K - $21.4K
|
190
$19.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-89- 2.19% |
$9.21K - $10K
|
3.97K
$416K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-105- 2.34% |
$10.9K - $11.8K
|
4.38K
$458K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
447New |
$46.3K - $50.4K
|
447
$46.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109+ 3.18% |
$11.3K - $12.3K
|
3.54K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.26K- 36.7% |
$131K - $142K
|
2.18K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5- 0.11% |
$518 - $564
|
4.62K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.28KNew |
$133K - $145K
|
1.28K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-175- 3.62% |
$18.1K - $19.7K
|
4.66K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
34New |
$3.52K - $3.83K
|
34
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 19.56% |
$156K - $169K
|
6.18K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 16.78% |
$10.6K - $11.5K
|
710
$74.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
306New |
$31.7K - $34.5K
|
306
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-538- 15.09% |
$55.7K - $60.6K
|
3.03K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.16K- 28.55% |
$327K - $357K
|
7.91K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-285- 4.91% |
$29.5K - $32.1K
|
5.51K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
200New |
$20.7K - $22.5K
|
200
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-879- 25.52% |
$91K - $99.1K
|
2.57K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-102- 1.82% |
$10.6K - $11.5K
|
5.51K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-91- 8.67% |
$9.42K - $10.3K
|
958
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36KNew |
$3.73M - $4.06M
|
36K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$104 - $113
|
801
$83.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
540New |
$55.9K - $60.9K
|
540
$56.5K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.36K- 56.82% |
$555K - $604K
|
4.07K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.28K+ 35.95% |
$236K - $257K
|
8.63K
$903K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
189+ 4.88% |
$19.6K - $21.3K
|
4.06K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-900- 15.32% |
$93.2K - $101K
|
4.97K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 29.12% |
$257K - $280K
|
6.04K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$104 - $113
|
401
$41.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.37% |
$22.2K - $24.1K
|
6.14K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.16KNew |
$535K - $582K
|
5.16K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-694- 95.07% |
$71.8K - $78.2K
|
36
$3.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.62% |
$16K - $17.5K
|
5.77K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-227- 8.08% |
$23.5K - $25.6K
|
2.58K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 24.29% |
$104K - $113K
|
3.12K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.57% |
$2.8K - $3.04K
|
4.73K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11+ 0.56% |
$1.14K - $1.24K
|
1.98K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.93% |
$4.35K - $4.73K
|
2.14K
$224K
|
|