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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
30,665
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,600
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
28,788
shares
|
$2.9 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
28,277
shares
|
$2.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
25,873
shares
|
$2.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
25,618
shares
|
$2.58 Million
3.8% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,748
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
20,779
shares
|
$2.09 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,414
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,352
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
20,236
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,532
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,944
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 81.74%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,862
shares
|
$1.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
15,681
shares
|
$1.58 Million
1.35% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
15,079
shares
|
$1.52 Million
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
14,938
shares
|
$1.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
14,736
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,689
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,482
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,161
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2023
Added 20.2%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
14,159
shares
|
$1.42 Million
1.43% of portfolio
|
Q1 2023
Reduced 14.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
13,576
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
13,564
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,393
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 68.3%
|