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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,300
shares
|
$432,623
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$429,101
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,202
shares
|
$422,763
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,183
shares
|
$420,851
0.27% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,058
shares
|
$408,275
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
4,050
shares
|
$407,470
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,985
shares
|
$400,930
0.67% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
3,980
shares
|
$400,427
0.25% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,973
shares
|
$399,723
0.01% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,952
shares
|
$397,610
0.01% of portfolio
|
Q1 2025
Reduced 62.68%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,793
shares
|
$381,613
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,737
shares
|
$375,979
0.01% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,659
shares
|
$368,131
0.03% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,640
shares
|
$366,220
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,638
shares
|
$366,019
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,600
shares
|
$362,196
0.03% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
3,537
shares
|
$355,857
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,423
shares
|
$344,388
0.21% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,332
shares
|
$335,232
0.02% of portfolio
|
Q1 2025
Reduced 23.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,281
shares
|
$330,101
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,258
shares
|
$327,787
0.16% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
3,183
shares
|
$320,241
0.11% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,131
shares
|
$315,009
0.05% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,979
shares
|
$299,717
0.07% of portfolio
|
Q1 2025
Reduced 68.17%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
2,918
shares
|
$293,579
0.01% of portfolio
|
Q1 2025
Reduced 15.86%
|