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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
876New |
$78.9K - $91K
|
876
$92K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.78K- 41.06% |
$341K - $393K
|
5.43K
$571K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146New |
$14.2K - $15.8K
|
146
$15.3K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-650- 16.13% |
$63.2K - $70.6K
|
3.38K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.4K- 71.23% |
$1.01M - $1.13M
|
4.2K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.64KNew |
$451K - $503K
|
4.64K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
185+ 4.56% |
$18K - $20.1K
|
4.24K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19K+ 1628.77% |
$116K - $129K
|
1.26K
$133K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$918K - $1.03M
|
9.45K
$993K
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-237K- 97.11% |
$23M - $25.7M
|
7.04K
$740K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.13% |
$19.4K - $21.7K
|
6.19K
$650K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-392- 0.9% |
$38.1K - $42.5K
|
43K
$4.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 80.0% |
$3.89K - $4.34K
|
10
$1.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 20.2% |
$231K - $258K
|
14.2K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.04% |
$13.6K - $15.2K
|
2.92K
$306K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
278New |
$27K - $30.2K
|
278
$29.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
252+ 9.41% |
$24.5K - $27.4K
|
2.93K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$1.94K - $2.17K
|
20
$2.1K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
41.9KNew |
$4.27M - $4.65M
|
41.9K
$4.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 10.0% |
$1.02K - $1.11K
|
110
$11.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 5.49% |
$12.2K - $13.3K
|
2.06K
$217K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.52KNew |
$665K - $723K
|
6.52K
$685K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40KNew |
$4.07M - $4.43M
|
40K
$4.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 57.13% |
$257K - $280K
|
1.9K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-243- 11.14% |
$24.8K - $27K
|
1.94K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-663- 19.97% |
$67.6K - $73.6K
|
2.66K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$215K - $234K
|
2.11K
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.97KNew |
$201K - $219K
|
1.97K
$207K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.6KNew |
$571K - $621K
|
5.6K
$588K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
349New |
$35.6K - $38.7K
|
349
$36.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-71- 0.85% |
$7.24K - $7.88K
|
8.3K
$872K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
29.3KNew |
$2.99M - $3.25M
|
29.3K
$3.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$196K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.5K- 81.53% |
$1.89M - $2.06M
|
4.2K
$441K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$102K - $111K
|
1K
$105K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-800- 11.11% |
$81.6K - $88.8K
|
6.4K
$672K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.93KNew |
$197K - $214K
|
1.93K
$203K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.78KNew |
$385K - $419K
|
3.78K
$397K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 900.0% |
$1.85K - $2.06K
|
20
$2.1K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 2.14% |
$4.22K - $4.68K
|
1.95K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
734+ 2.29% |
$75.5K - $83.8K
|
32.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-200- 4.71% |
$20.6K - $22.8K
|
4.05K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-933- 50.0% |
$96K - $107K
|
933
$98K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
350New |
$36K - $40K
|
350
$36.8K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
707+ 1.62% |
$72.7K - $80.7K
|
44.3K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
278New |
$28.6K - $31.8K
|
278
$29.2K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-115- 2.28% |
$11.8K - $13.1K
|
4.92K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82New |
$8.43K - $9.37K
|
82
$8.61K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 6.56% |
$411 - $457
|
57
$5.99K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.4KNew |
$3.64M - $4.04M
|
35.4K
$3.72M
|
|