Purchases and Sales Made in Q1 2022 in First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRD FD HEALT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
543+ 6.45% |
$57.7K - $66.5K
|
8.96K
$980K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
538+ 35.75% |
$57.2K - $65.9K
|
2.04K
$224K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
511New |
$54.3K - $62.6K
|
511
$55.9K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
482+ 2.8% |
$51.2K - $59.1K
|
17.7K
$1.94M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
418+ 18.49% |
$44.4K - $51.2K
|
2.68K
$293K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$42.5K - $49K
|
400
$43.8K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
369+ 7.35% |
$39.2K - $45.2K
|
5.39K
$589K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
360+ 17.64% |
$38.3K - $44.1K
|
2.4K
$263K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
359+ 19.36% |
$38.2K - $44K
|
2.21K
$242K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
326New |
$34.6K - $39.9K
|
326
$35.7K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$31.9K - $36.8K
|
300
$32.8K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
275+ 10.33% |
$29.2K - $33.7K
|
2.94K
$322K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
213+ 1.82% |
$22.6K - $26.1K
|
11.9K
$1.31M
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
213+ 0.72% |
$22.6K - $26.1K
|
29.7K
$3.25M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
200+ 3.31% |
$21.3K - $24.5K
|
6.25K
$684K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
200+ 2.86% |
$21.3K - $24.5K
|
7.2K
$788K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
150New |
$15.9K - $18.4K
|
150
$16.4K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$15.9K - $18.4K
|
150
$16.4K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
110+ 33.33% |
$11.7K - $13.5K
|
440
$48.2K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
83+ 3.93% |
$8.82K - $10.2K
|
2.19K
$240K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
75+ 1.46% |
$7.97K - $9.19K
|
5.22K
$571K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
74+ 0.63% |
$7.86K - $9.07K
|
11.9K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
50+ 1.2% |
$5.31K - $6.13K
|
4.22K
$461K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
49+ 0.83% |
$5.21K - $6K
|
5.98K
$654K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
43+ 0.37% |
$4.57K - $5.27K
|
11.7K
$1.27M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$3.83K - $4.41K
|
36
$3.94K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27New |
$2.87K - $3.31K
|
27
$2.95K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.91K - $2.21K
|
18
$1.97K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
13+ 1.89% |
$1.38K - $1.59K
|
701
$76.7K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
13+ 0.17% |
$1.38K - $1.59K
|
7.62K
$834K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.09% |
$638 - $735
|
6.43K
$704K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.08% |
$531 - $613
|
6.63K
$726K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-15- 0.1% |
$1.59K - $1.84K
|
14.6K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.83% |
$2.13K - $2.45K
|
2.38K
$260K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 8.51% |
$2.13K - $2.45K
|
215
$23.5K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-33- 1.82% |
$3.51K - $4.04K
|
1.78K
$194K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-44Closed |
$4.68K - $5.39K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 2.31% |
$5.42K - $6.25K
|
2.16K
$236K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-59Closed |
$6.27K - $7.23K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 1.64% |
$7.86K - $9.07K
|
4.43K
$485K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81- 1.14% |
$8.61K - $9.93K
|
7.03K
$769K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-85- 3.66% |
$9.03K - $10.4K
|
2.24K
$245K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 1.79% |
$9.14K - $10.5K
|
4.73K
$518K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-88- 4.38% |
$9.35K - $10.8K
|
1.92K
$210K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.53% |
$10.6K - $12.3K
|
3.86K
$422K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 2.94% |
$13.3K - $15.3K
|
4.12K
$451K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-130- 72.22% |
$13.8K - $15.9K
|
50
$5.47K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-131- 0.89% |
$13.9K - $16.1K
|
14.5K
$1.59M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-143- 9.69% |
$15.2K - $17.5K
|
1.33K
$146K
|