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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,521
shares
|
$555,467
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
5,514
shares
|
$554,763
0.2% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,507
shares
|
$554,059
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$550,537
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$546,412
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
5,204
shares
|
$523,574
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
5,163
shares
|
$519,449
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,077
shares
|
$510,796
0.0% of portfolio
|
Q1 2025
Reduced 49.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,973
shares
|
$500,333
0.02% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,948
shares
|
$497,818
0.03% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,751
shares
|
$477,998
0.31% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,743
shares
|
$477,193
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,730
shares
|
$475,885
0.02% of portfolio
|
Q1 2025
Reduced 78.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,728
shares
|
$475,684
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$472,464
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$468,339
0.13% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,653
shares
|
$468,138
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,637
shares
|
$466,528
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,624
shares
|
$465,220
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,620
shares
|
$464,818
0.0% of portfolio
|
Q1 2025
Reduced 86.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,413
shares
|
$443,991
0.02% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,383
shares
|
$440,973
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
4,383
shares
|
$440,973
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
4,380
shares
|
$440,671
0.43% of portfolio
|
Q1 2025
Reduced 55.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,316
shares
|
$434,232
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|