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 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.53% |
$51.8K - $56.4K
|
2.53K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190+ 19000.0% |
$19.7K - $21.4K
|
191
$20K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
470+ 16.86% |
$48.7K - $53K
|
3.26K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-58- 2.56% |
$6K - $6.54K
|
2.21K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 23.49% |
$7.25K - $7.89K
|
228
$23.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-775- 14.82% |
$80.2K - $87.4K
|
4.45K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.66K- 22.51% |
$275K - $300K
|
9.15K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-607- 22.08% |
$62.8K - $68.4K
|
2.14K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-121- 4.54% |
$12.5K - $13.6K
|
2.54K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.23KNew |
$231K - $252K
|
2.23K
$233K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
146+ 7.16% |
$15.1K - $16.5K
|
2.19K
$229K
|
|
| 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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.04K- 41.47% |
$519K - $573K
|
7.11K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
600+ 600.0% |
$61.9K - $68.3K
|
700
$73.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
224New |
$23.1K - $25.5K
|
224
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-201- 1.86% |
$20.7K - $22.9K
|
10.6K
$1.11M
|
|
|
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
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$8.76K - $9.68K
|
85
$8.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 20.59% |
$18.6K - $20.5K
|
694
$72.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 41.31% |
$197K - $217K
|
2.71K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18.2K- 90.01% |
$1.87M - $2.07M
|
2.02K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.87K- 21.95% |
$708K - $782K
|
24.4K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
232New |
$23.9K - $26.4K
|
232
$24.3K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-246- 9.36% |
$25.4K - $28K
|
2.38K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.28KNew |
$339K - $374K
|
3.28K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.09K- 32.54% |
$319K - $352K
|
6.41K
$670K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$103 - $114
|
500
$52.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.87K- 38.11% |
$605K - $668K
|
9.53K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$495K - $547K
|
4.81K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 1.15% |
$5.77K - $6.37K
|
4.82K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-250- 9.85% |
$25.8K - $28.5K
|
2.29K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.84KNew |
$190K - $209K
|
1.84K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 7.16% |
$1.28M - $1.41M
|
161K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.06K- 4.31% |
$728K - $804K
|
157K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57New |
$5.88K - $6.49K
|
57
$5.96K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 3.69% |
$5.15K - $5.69K
|
1.41K
$147K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.94KNew |
$612K - $676K
|
5.94K
$621K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.81KNew |
$186K - $206K
|
1.81K
$189K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 42.18% |
$455K - $503K
|
6.06K
$633K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-291- 9.0% |
$29.6K - $31.6K
|
2.94K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-83- 87.37% |
$8.43K - $9.02K
|
12
$1.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 15.64% |
$5.69K - $6.09K
|
302
$31.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 15.0% |
$1.22K - $1.3K
|
68
$7.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
828New |
$84.1K - $90K
|
828
$86.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 50.0% |
$10.2K - $10.9K
|
100
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420+ 2.99% |
$42.7K - $45.7K
|
14.5K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$131K - $140K
|
1.29K
$135K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7- 2.02% |
$711 - $761
|
340
$35.6K
|
|