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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,056
shares
|
$662,768
0.01% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,040
shares
|
$661,017
0.37% of portfolio
|
Q4 2021
Reduced 6.57%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$656,858
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,992
shares
|
$655,764
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,938
shares
|
$649,854
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
5,924
shares
|
$648,322
0.37% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,905
shares
|
$646,243
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,873
shares
|
$642,741
0.02% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,799
shares
|
$634,642
0.26% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
5,737
shares
|
$627,857
0.01% of portfolio
|
Q3 2023
Reduced 23.32%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,666
shares
|
$620,087
0.06% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,609
shares
|
$613,848
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$612,864
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,497
shares
|
$601,591
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,469
shares
|
$598,527
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$594,368
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,403
shares
|
$591,304
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,229
shares
|
$572,261
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
5,116
shares
|
$559,895
0.01% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
4,969
shares
|
$543,807
0.17% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
4,920
shares
|
$538,444
0.32% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,838
shares
|
$529,470
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,830
shares
|
$528,595
0.1% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,815
shares
|
$526,953
0.07% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,806
shares
|
$525,968
0.19% of portfolio
|
Q3 2024
New holding
|