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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,253
shares
|
$729,724
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$715,437
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
7,099
shares
|
$714,230
0.61% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
7,085
shares
|
$712,821
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$708,596
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
7,000
shares
|
$704,270
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,760
shares
|
$680,123
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,730
shares
|
$677,105
0.01% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,607
shares
|
$664,730
0.02% of portfolio
|
Q1 2025
Added 43.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,488
shares
|
$652,757
0.03% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,358
shares
|
$639,678
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,304
shares
|
$634,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$622,373
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
6,180
shares
|
$621,769
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,137
shares
|
$617,443
0.09% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,127
shares
|
$616,437
0.01% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$608,086
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,020
shares
|
$605,672
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$603,861
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,769
shares
|
$580,419
0.29% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,697
shares
|
$573,175
0.28% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,672
shares
|
$570,659
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,622
shares
|
$565,629
0.02% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$563,416
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,557
shares
|
$559,089
0.02% of portfolio
|
Q1 2025
Reduced 16.04%
|