Institutional Ownership First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,716,088
shares
|
$187 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
491,089
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
442,580
shares
|
$48.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
286,951
shares
|
$31.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
263,907
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
178,253
shares
|
$19.4 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
162,796
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,638
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,913
shares
|
$17.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
112,734
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
101,587
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
91,615
shares
|
$9.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
73,809
shares
|
$8.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
72,970
shares
|
$7.94 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
65,380
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
64,158
shares
|
$6.98 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
56,547
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
48,830
shares
|
$5.31 Million
2.66% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
42,556
shares
|
$4.63 Million
0.75% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
38,714
shares
|
$4.21 Million
0.8% of portfolio
|
Q1 2024
Added 15.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
38,122
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
35,989
shares
|
$3.92 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
35,448
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
34,796
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
33,261
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.99%
|