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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
224New |
$23.1K - $25.5K
|
224
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 1354.74% |
$1.74M - $1.92M
|
18.1K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-51Closed |
$5.26K - $5.81K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.87K- 21.95% |
$708K - $782K
|
24.4K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18.2K- 90.01% |
$1.87M - $2.07M
|
2.02K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 20.59% |
$18.6K - $20.5K
|
694
$69.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$8.76K - $9.68K
|
85
$8.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 41.31% |
$197K - $217K
|
2.71K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-246- 9.36% |
$25.4K - $28K
|
2.38K
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
232New |
$23.9K - $26.4K
|
232
$23.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.28KNew |
$339K - $374K
|
3.28K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.09K- 32.54% |
$319K - $352K
|
6.41K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$103 - $114
|
500
$50.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.87K- 38.11% |
$605K - $668K
|
9.53K
$959K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$495K - $547K
|
4.81K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 1.15% |
$5.77K - $6.37K
|
4.82K
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.69KNew |
$174K - $192K
|
1.69K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-250- 9.85% |
$25.8K - $28.5K
|
2.29K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.84KNew |
$190K - $209K
|
1.84K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 7.16% |
$1.28M - $1.41M
|
161K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$10K - $11K
|
97
$9.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.06K- 4.31% |
$728K - $804K
|
157K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57New |
$5.88K - $6.49K
|
57
$5.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 3.69% |
$5.15K - $5.69K
|
1.41K
$141K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.94KNew |
$612K - $676K
|
5.94K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.81KNew |
$186K - $206K
|
1.81K
$182K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 42.18% |
$455K - $503K
|
6.06K
$609K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-291- 9.0% |
$29.6K - $31.6K
|
2.94K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-83- 87.37% |
$8.43K - $9.02K
|
12
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 15.64% |
$5.69K - $6.09K
|
302
$30.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
828New |
$84.1K - $90K
|
828
$83.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 50.0% |
$10.2K - $10.9K
|
100
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 15.0% |
$1.22K - $1.3K
|
68
$6.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
265+ 1.45% |
$26.9K - $28.8K
|
18.6K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420+ 2.99% |
$42.7K - $45.7K
|
14.5K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$131K - $140K
|
1.29K
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7- 2.02% |
$711 - $761
|
340
$34.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.38KNew |
$445K - $477K
|
4.38K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 10.26% |
$2.03K - $2.17K
|
175
$17.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 12.02% |
$4.17K - $4.46K
|
300
$30.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-83- 87.37% |
$8.43K - $9.02K
|
12
$1.21K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.42KNew |
$347K - $372K
|
3.42K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 40.0% |
$6.1K - $6.52K
|
210
$21.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.2K+ 90.4% |
$325K - $348K
|
6.74K
$678K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-13- 0.39% |
$1.32K - $1.41K
|
3.28K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.95KNew |
$199K - $212K
|
1.95K
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
311New |
$31.6K - $33.8K
|
311
$31.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.2KNew |
$1.04M - $1.11M
|
10.2K
$1.03M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3.14K- 80.14% |
$319K - $342K
|
779
$78.4K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46New |
$4.71K - $5.04K
|
46
$4.63K
|
|