Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 28.17% |
$182K - $202K
|
8.07K
$883K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75K+ 5.84% |
$179K - $199K
|
31.6K
$3.46M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 2.02% |
$140K - $156K
|
68.7K
$7.52M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.27K+ 12.16% |
$130K - $145K
|
11.7K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.25K+ 22.04% |
$128K - $143K
|
6.91K
$756K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 2038.98% |
$124K - $137K
|
1.26K
$138K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.19K+ 13.43% |
$122K - $135K
|
10K
$1.1M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
896+ 79.93% |
$92.2K - $102K
|
2.02K
$221K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
891+ 34.3% |
$91.6K - $102K
|
3.49K
$382K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
875+ 6.8% |
$90K - $99.9K
|
13.7K
$1.5M
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
835+ 7.17% |
$85.9K - $95.4K
|
12.5K
$1.37M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
806+ 2.69% |
$82.9K - $92.1K
|
30.7K
$3.36M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
793+ 71.51% |
$81.6K - $90.6K
|
1.9K
$208K
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
734+ 2.29% |
$75.5K - $83.8K
|
32.8K
$3.59M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
707+ 1.62% |
$72.7K - $80.7K
|
44.3K
$4.85M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604+ 4.23% |
$62.1K - $69K
|
14.9K
$1.63M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
593New |
$61K - $67.7K
|
593
$64.9K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
578+ 10.75% |
$59.4K - $66K
|
5.95K
$651K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
551+ 1.43% |
$56.7K - $62.9K
|
39.1K
$4.28M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
507+ 5.66% |
$52.1K - $57.9K
|
9.46K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
497+ 3.94% |
$51.1K - $56.8K
|
13.1K
$1.43M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
468+ 1.81% |
$48.1K - $53.5K
|
26.3K
$2.88M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
461New |
$47.4K - $52.7K
|
461
$50.5K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
430+ 17.32% |
$44.2K - $49.1K
|
2.91K
$319K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
412+ 0.18% |
$42.4K - $47.1K
|
230K
$25.1M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
386+ 1.16% |
$39.7K - $44.1K
|
33.6K
$3.68M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
376+ 0.88% |
$38.7K - $42.9K
|
43.2K
$4.72M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
350New |
$36K - $40K
|
350
$38.3K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
311+ 863.89% |
$32K - $35.5K
|
347
$38K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
278New |
$28.6K - $31.8K
|
278
$30.4K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
253+ 2108.33% |
$26K - $28.9K
|
265
$29K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
187+ 0.4% |
$19.2K - $21.4K
|
47K
$5.15M
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
185+ 3.75% |
$19K - $21.1K
|
5.12K
$561K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 1.01% |
$17.7K - $19.6K
|
17.2K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165+ 0.2% |
$17K - $18.8K
|
82.4K
$9.01M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
161+ 5.4% |
$16.6K - $18.4K
|
3.14K
$344K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
153+ 0.73% |
$15.7K - $17.5K
|
21.2K
$2.32M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
151New |
$15.5K - $17.2K
|
151
$16.5K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 37.5% |
$15.4K - $17.1K
|
550
$60.2K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
138+ 4.46% |
$14.2K - $15.8K
|
3.23K
$354K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
112+ 0.25% |
$11.5K - $12.8K
|
45.4K
$4.96M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
109+ 0.83% |
$11.2K - $12.4K
|
13.2K
$1.44M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 1.64% |
$10.7K - $11.9K
|
6.43K
$703K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99+ 0.21% |
$10.2K - $11.3K
|
46.2K
$5.06M
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82New |
$8.43K - $9.37K
|
82
$8.97K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
70+ 1.07% |
$7.2K - $7.99K
|
6.6K
$722K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
50+ 1.44% |
$5.14K - $5.71K
|
3.53K
$386K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 4.62% |
$4.63K - $5.14K
|
1.02K
$112K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 2.14% |
$4.22K - $4.68K
|
1.95K
$214K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34+ 0.53% |
$3.5K - $3.88K
|
6.5K
$712K
|