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 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
650New |
$66.5K - $71.2K
|
650
$72K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 42.33% |
$9.32K - $9.97K
|
124
$13.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
260+ 3.8% |
$26.6K - $28.5K
|
7.11K
$788K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.06K+ 48.91% |
$415K - $445K
|
12.4K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-126- 38.53% |
$12.9K - $13.8K
|
201
$22.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.13KNew |
$218K - $233K
|
2.13K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
126New |
$12.9K - $13.8K
|
126
$14K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$205 - $219
|
2.38K
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200New |
$20.5K - $21.9K
|
200
$22.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.38KNew |
$449K - $480K
|
4.38K
$486K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
536New |
$48.3K - $55.7K
|
536
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.79KNew |
$251K - $289K
|
2.79K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.17KNew |
$196K - $226K
|
2.17K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-708- 67.17% |
$63.7K - $73.6K
|
346
$38.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7KNew |
$630K - $727K
|
7K
$775K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 57.14% |
$252K - $291K
|
7.7K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-75- 42.86% |
$6.75K - $7.79K
|
100
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-909- 28.07% |
$81.8K - $94.4K
|
2.33K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125New |
$11.3K - $13K
|
125
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$9K - $10.4K
|
100
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 50.0% |
$180 - $208
|
2
$222
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
110New |
$9.9K - $11.4K
|
110
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$180K - $208K
|
2K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.9K- 67.96% |
$2.87M - $3.31M
|
15K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.64K- 7.21% |
$237K - $274K
|
33.9K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$247K - $285K
|
2.74K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-441- 11.15% |
$39.7K - $45.8K
|
3.51K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
200New |
$18K - $20.8K
|
200
$22.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.2K- 7.11% |
$198K - $229K
|
28.8K
$3.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.13KNew |
$191K - $221K
|
2.13K
$235K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
876New |
$78.9K - $91K
|
876
$97K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.78K- 41.06% |
$341K - $393K
|
5.43K
$602K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146New |
$14.2K - $15.8K
|
146
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-650- 16.13% |
$63.2K - $70.6K
|
3.38K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.4K- 71.23% |
$1.01M - $1.13M
|
4.2K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.64KNew |
$451K - $503K
|
4.64K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
185+ 4.56% |
$18K - $20.1K
|
4.24K
$470K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$918K - $1.03M
|
9.45K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-237K- 97.11% |
$23M - $25.7M
|
7.04K
$780K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.13% |
$19.4K - $21.7K
|
6.19K
$685K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-392- 0.9% |
$38.1K - $42.5K
|
43K
$4.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 80.0% |
$3.89K - $4.34K
|
10
$1.11K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 20.2% |
$231K - $258K
|
14.2K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.04% |
$13.6K - $15.2K
|
2.92K
$323K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
278New |
$27K - $30.2K
|
278
$30.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
252+ 9.41% |
$24.5K - $27.4K
|
2.93K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$1.94K - $2.17K
|
20
$2.22K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
41.9KNew |
$4.27M - $4.65M
|
41.9K
$4.64M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 10.0% |
$1.02K - $1.11K
|
110
$12.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 5.49% |
$12.2K - $13.3K
|
2.06K
$229K
|
|