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 $681 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
302
shares
|
$33,050
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$32,832
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
298
shares
|
$32,613
0.01% of portfolio
|
Q1 2024
Added 138.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
295
shares
|
$32,284
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
278
shares
|
$30,424
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
275
shares
|
$30,096
0.01% of portfolio
|
Q4 2023
Reduced 52.17%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
266
shares
|
$29,111
0.01% of portfolio
|
Q3 2024
Reduced 16.35%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
232
shares
|
$25,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
224
shares
|
$24,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$24,405
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
210
shares
|
$22,982
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
201
shares
|
$21,997
0.01% of portfolio
|
Q1 2024
Reduced 38.53%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$21,888
0.0% of portfolio
|
Q4 2017
Reduced 17.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$21,888
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
190
shares
|
$20,793
0.0% of portfolio
|
Q4 2023
Reduced 63.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$20,684
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
177
shares
|
$19,370
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
176
shares
|
$19,261
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
175
shares
|
$19,152
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
161
shares
|
$17,619
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
133
shares
|
$14,555
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
130
shares
|
$14,227
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
125
shares
|
$13,680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
124
shares
|
$13,570
0.0% of portfolio
|
Q1 2024
Reduced 42.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$12,804
0.0% of portfolio
|
Q4 2023
Reduced 55.51%
|