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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$239,099
0.07% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,179
shares
|
$237,140
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,171
shares
|
$236,269
0.02% of portfolio
|
Q3 2024
Reduced 42.35%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,041
shares
|
$222,122
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,040
shares
|
$222,013
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,016
shares
|
$219,401
0.18% of portfolio
|
Q3 2024
Reduced 90.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$217,660
0.0% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$217,660
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,966
shares
|
$213,959
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,954
shares
|
$212,653
0.04% of portfolio
|
Q1 2023
Added 2.14%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,840
shares
|
$200,247
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,809
shares
|
$196,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,691
shares
|
$184,031
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,648
shares
|
$179,351
0.17% of portfolio
|
Q3 2021
Reduced 1.08%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,616
shares
|
$175,869
0.02% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,601
shares
|
$174,236
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,487
shares
|
$161,830
0.0% of portfolio
|
Q3 2024
Added 30.21%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,406
shares
|
$153,014
0.08% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,292
shares
|
$140,608
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,219
shares
|
$132,663
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$119,713
0.0% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,090
shares
|
$118,624
0.01% of portfolio
|
Q1 2021
Reduced 21.86%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,066
shares
|
$116,012
0.04% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,049
shares
|
$114,162
0.05% of portfolio
|
Q2 2024
Reduced 38.76%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,020
shares
|
$111,006
0.01% of portfolio
|
Q1 2023
Added 4.62%
|