Latest Institutional Purchases of First Tr Exchange Trd Fd Healt (FXH)
This list provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Healt (FXH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$70.3K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 264.55% |
$51.2K - $54.8K
|
689
$74.5K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
260+ 3.8% |
$26.6K - $28.5K
|
7.11K
$769K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200New |
$20.5K - $21.9K
|
200
$21.6K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
165+ 17.65% |
$16.9K - $18.1K
|
1.1K
$119K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
126New |
$12.9K - $13.8K
|
126
$13.6K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46New |
$4.71K - $5.04K
|
46
$4.97K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$4.1K - $4.38K
|
40
$4.32K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.18% |
$410 - $438
|
2.26K
$244K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.24% |
$205 - $219
|
830
$89.7K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$205 - $219
|
3.47K
$375K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$205 - $219
|
2.38K
$258K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7KNew |
$630K - $727K
|
7K
$757K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 57.14% |
$252K - $291K
|
7.7K
$832K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.79KNew |
$251K - $289K
|
2.79K
$301K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$247K - $285K
|
2.74K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.17KNew |
$196K - $226K
|
2.17K
$235K
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.13KNew |
$191K - $221K
|
2.13K
$230K
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$180K - $208K
|
2K
$216K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$213K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
876New |
$78.9K - $91K
|
876
$94.7K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
536New |
$48.3K - $55.7K
|
536
$57.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
200New |
$18K - $20.8K
|
200
$21.6K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125New |
$11.3K - $13K
|
125
$13.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
110New |
$9.9K - $11.4K
|
110
$11.9K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$9K - $10.4K
|
100
$10.8K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
44New |
$3.96K - $4.57K
|
44
$4.76K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$918K - $1.03M
|
9.45K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.64KNew |
$451K - $503K
|
4.64K
$501K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 20.2% |
$231K - $258K
|
14.2K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19K+ 1628.77% |
$116K - $129K
|
1.26K
$136K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
278New |
$27K - $30.2K
|
278
$30.1K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
252+ 9.41% |
$24.5K - $27.4K
|
2.93K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
185+ 4.56% |
$18K - $20.1K
|
4.24K
$459K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146New |
$14.2K - $15.8K
|
146
$15.8K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.04% |
$13.6K - $15.2K
|
2.92K
$315K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.25K - $5.86K
|
54
$5.84K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$1.94K - $2.17K
|
20
$2.16K
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
41.9KNew |
$4.27M - $4.65M
|
41.9K
$4.53M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40KNew |
$4.07M - $4.43M
|
40K
$4.32M
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
29.3KNew |
$2.99M - $3.25M
|
29.3K
$3.17M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.52KNew |
$665K - $723K
|
6.52K
$705K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.6KNew |
$571K - $621K
|
5.6K
$605K
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.78KNew |
$385K - $419K
|
3.78K
$408K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$215K - $234K
|
2.11K
$228K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.97KNew |
$201K - $219K
|
1.97K
$213K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.93KNew |
$197K - $214K
|
1.93K
$209K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$202K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$102K - $111K
|
1K
$108K
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
349New |
$35.6K - $38.7K
|
349
$37.7K
|