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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
14,232
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,161
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2023
Added 20.2%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
14,159
shares
|
$1.54 Million
1.43% of portfolio
|
Q1 2023
Reduced 14.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
13,070
shares
|
$1.42 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,743
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.34 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
12,186
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,053
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
11,993
shares
|
$1.31 Million
0.66% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,860
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 945.86%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,809
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,787
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,670
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,436
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
11,286
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,193
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,628
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,621
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,475
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,377
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,225
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
10,195
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
9,963
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,927
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 16.08%
|