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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 10.0% |
$1.02K - $1.11K
|
110
$11.9K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
35.4KNew |
$3.64M - $4.04M
|
35.4K
$3.83M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.89KNew |
$194K - $215K
|
1.89K
$204K
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
734+ 2.29% |
$75.5K - $83.8K
|
32.8K
$3.54M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
707+ 1.62% |
$72.7K - $80.7K
|
44.3K
$4.79M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
593New |
$61K - $67.7K
|
593
$64.1K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
468+ 1.81% |
$48.1K - $53.5K
|
26.3K
$2.84M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
461New |
$47.4K - $52.7K
|
461
$49.8K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
350New |
$36K - $40K
|
350
$37.8K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
278New |
$28.6K - $31.8K
|
278
$30.1K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 37.5% |
$15.4K - $17.1K
|
550
$59.5K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82New |
$8.43K - $9.37K
|
82
$8.87K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 4.62% |
$4.63K - $5.14K
|
1.02K
$110K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 2.14% |
$4.22K - $4.68K
|
1.95K
$211K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 900.0% |
$1.85K - $2.06K
|
20
$2.16K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$259K - $295K
|
2.66K
$288K
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.95KNew |
$190K - $216K
|
1.95K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$107K - $122K
|
2.21K
$238K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
980New |
$95.3K - $109K
|
980
$106K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$48.6K - $55.4K
|
500
$54.1K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
450+ 12.73% |
$43.7K - $49.9K
|
3.99K
$431K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
418New |
$40.6K - $46.3K
|
418
$45.2K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
205+ 13.39% |
$19.9K - $22.7K
|
1.74K
$188K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$19.4K - $22.2K
|
200
$21.6K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177New |
$17.2K - $19.6K
|
177
$19.1K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
112New |
$10.9K - $12.4K
|
112
$12.1K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
112New |
$10.9K - $12.4K
|
112
$12.1K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91New |
$8.85K - $10.1K
|
91
$9.84K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
85New |
$8.26K - $9.42K
|
85
$9.19K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
43.7K+ 25268.79% |
$4.22M - $4.87M
|
43.9K
$4.74M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
38.5KNew |
$3.72M - $4.29M
|
38.5K
$4.17M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$411K - $475K
|
4.27K
$461K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.37K+ 42.5% |
$228K - $264K
|
7.94K
$858K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
675New |
$65.1K - $75.2K
|
675
$73K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$28.9K - $33.4K
|
300
$32.4K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
295New |
$28.5K - $32.9K
|
295
$31.9K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
223New |
$21.5K - $24.8K
|
223
$24.1K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
102New |
$9.84K - $11.4K
|
102
$11K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$4.82K - $5.57K
|
50
$5.41K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.23% |
$1.06K - $1.23K
|
4.7K
$508K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.3KNew |
$321K - $391K
|
3.3K
$357K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$237K - $289K
|
2.44K
$264K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$202K - $246K
|
2.08K
$224K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
$126K - $154K
|
1.3K
$140K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
309New |
$30K - $36.7K
|
309
$33.4K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
270New |
$26.2K - $32K
|
270
$29.2K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
158New |
$15.4K - $18.7K
|
158
$17.1K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
145New |
$14.1K - $17.2K
|
145
$15.7K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
84+ 4.31% |
$8.16K - $9.96K
|
2.03K
$220K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
24+ 0.4% |
$2.33K - $2.85K
|
6K
$649K
|