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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 5.56% |
$96.5 - $111
|
17
$1.71K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-70- 2.92% |
$6.8K - $8.3K
|
2.33K
$235K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
145New |
$14.1K - $17.2K
|
145
$14.6K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
270New |
$26.2K - $32K
|
270
$27.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-27Closed |
$2.62K - $3.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750Closed |
$72.9K - $89K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.97KClosed |
$191K - $234K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.3KNew |
$321K - $391K
|
3.3K
$332K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-110- 25.0% |
$10.7K - $13K
|
330
$33.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$237K - $289K
|
2.44K
$245K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.81KClosed |
$176K - $215K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$173K - $211K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
$126K - $154K
|
1.3K
$130K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.82KClosed |
$177K - $216K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
309New |
$30K - $36.7K
|
309
$31.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-715- 33.93% |
$69.5K - $84.8K
|
1.39K
$140K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.84KClosed |
$178K - $218K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$202K - $246K
|
2.08K
$209K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
158New |
$15.4K - $18.7K
|
158
$15.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
24+ 0.4% |
$2.33K - $2.85K
|
6K
$604K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
84+ 4.31% |
$8.16K - $9.96K
|
2.03K
$205K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-201Closed |
$19.5K - $23.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-310Closed |
$32.9K - $38K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-150- 50.0% |
$15.9K - $18.4K
|
150
$15.1K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.3KClosed |
$138K - $159K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.74KClosed |
$185K - $213K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.8KNew |
$5.61M - $6.47M
|
52.8K
$5.32M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.65KClosed |
$175K - $202K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$42.5K - $49K
|
400
$40.3K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$31.9K - $36.8K
|
300
$30.2K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
900New |
$95.6K - $110K
|
900
$90.6K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-535Closed |
$56.9K - $65.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.12KClosed |
$225K - $259K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
326New |
$34.6K - $39.9K
|
326
$32.8K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-334Closed |
$35.5K - $40.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
52.4KNew |
$5.57M - $6.42M
|
52.4K
$5.27M
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.91KClosed |
$203K - $234K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-400Closed |
$42.5K - $49K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-59Closed |
$6.27K - $7.23K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200Closed |
$21.3K - $24.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-751Closed |
$79.8K - $92K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.39KClosed |
$254K - $293K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$15.9K - $18.4K
|
150
$15.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
$21.3K - $24.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.2KClosed |
$714K - $773K
|
0
$0
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
700New |
$80.7K - $87.3K
|
700
$70.4K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
15.1KNew |
$1.74M - $1.88M
|
15.1K
$1.52M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$3.46K - $3.74K
|
30
$3.02K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-69.1KClosed |
$7.97M - $8.62M
|
0
$0
|
|