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 275 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $536 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
228
shares
|
$22,939
0.02% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$22,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
223
shares
|
$22,436
0.02% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
218
shares
|
$21,932
0.0% of portfolio
|
Q1 2025
Added 198.63%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
216
shares
|
$21,731
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
210
shares
|
$21,128
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$20,122
0.0% of portfolio
|
Q4 2017
Reduced 17.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$20,122
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
191
shares
|
$19,216
0.0% of portfolio
|
Q4 2024
Added 19000.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
190
shares
|
$19,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
190
shares
|
$19,115
0.0% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$19,015
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
177
shares
|
$17,807
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
176
shares
|
$17,707
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
175
shares
|
$17,606
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$17,606
0.01% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
165
shares
|
$16,600
0.0% of portfolio
|
Q1 2025
Reduced 75.19%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
161
shares
|
$16,198
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
152
shares
|
$15,292
0.01% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
133
shares
|
$13,381
0.0% of portfolio
|
Q1 2025
Added 189.13%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
133
shares
|
$13,381
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
130
shares
|
$13,079
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
125
shares
|
$12,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
100
shares
|
$10,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$10,061
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|