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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
680
shares
|
$68,414
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
593
shares
|
$59,661
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
575
shares
|
$57,850
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
547
shares
|
$55,033
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
500
shares
|
$50,305
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
469
shares
|
$47,186
0.0% of portfolio
|
Q1 2025
Added 300.85%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
461
shares
|
$46,381
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
450
shares
|
$45,274
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$45,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
417
shares
|
$41,954
0.01% of portfolio
|
Q1 2024
Reduced 39.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
401
shares
|
$40,344
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
357
shares
|
$35,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
353
shares
|
$35,515
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
349
shares
|
$35,112
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
340
shares
|
$34,207
0.0% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$33,201
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
326
shares
|
$32,798
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
323
shares
|
$32,497
0.01% of portfolio
|
Q4 2023
Reduced 35.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
320
shares
|
$32,195
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
319
shares
|
$32,094
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
306
shares
|
$30,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
302
shares
|
$30,384
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$30,183
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
279
shares
|
$28,070
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
232
shares
|
$23,341
0.0% of portfolio
|
Q3 2024
New holding
|