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 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
30+ 1.26% |
$3.09K - $3.43K
|
2.42K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27+ 0.18% |
$2.78K - $3.08K
|
15.4K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.82% |
$2.16K - $2.4K
|
2.58K
$287K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20+ 8.7% |
$2.06K - $2.28K
|
250
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.32% |
$1.95K - $2.17K
|
5.93K
$661K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 900.0% |
$1.85K - $2.06K
|
20
$2.23K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$617 - $685
|
5.78K
$643K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$309 - $343
|
9.51K
$1.06M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.1% |
$309 - $343
|
3.04K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$309 - $343
|
7.3K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$103 - $114
|
2.14K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$103 - $114
|
2.24K
$250K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
6.27K
$699K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.03% |
$103 - $114
|
3.05K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
7.02K
$782K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 30.0% |
$309 - $343
|
7
$780
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3- 0.09% |
$309 - $343
|
3.32K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 6.56% |
$411 - $457
|
57
$6.35K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10- 9.09% |
$1.03K - $1.14K
|
100
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16- 0.3% |
$1.65K - $1.83K
|
5.29K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 90.0% |
$1.85K - $2.06K
|
2
$223
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.5% |
$2.06K - $2.28K
|
4.01K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 13.74% |
$2.57K - $2.86K
|
157
$17.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-38- 0.41% |
$3.91K - $4.34K
|
9.33K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52- 94.55% |
$5.35K - $5.94K
|
3
$334
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 0.43% |
$5.66K - $6.28K
|
12.6K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 2.89% |
$6.79K - $7.54K
|
2.22K
$247K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-87- 0.66% |
$8.95K - $9.94K
|
13.1K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 4.04% |
$9.26K - $10.3K
|
2.14K
$238K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 13.79% |
$10.3K - $11.4K
|
625
$69.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-100- 3.93% |
$10.3K - $11.4K
|
2.44K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 16.72% |
$10.3K - $11.4K
|
498
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-113- 4.93% |
$11.6K - $12.9K
|
2.18K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-115- 2.28% |
$11.8K - $13.1K
|
4.92K
$548K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-131- 1.35% |
$13.5K - $15K
|
9.56K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-140- 3.94% |
$14.4K - $16K
|
3.41K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-141- 3.31% |
$14.5K - $16.1K
|
4.12K
$458K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160Closed |
$16.5K - $18.3K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-160- 2.07% |
$16.5K - $18.3K
|
7.58K
$844K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-161- 0.52% |
$16.6K - $18.4K
|
30.7K
$3.42M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 7.63% |
$17K - $18.8K
|
2K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 1.48% |
$18K - $20K
|
11.6K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-191- 3.06% |
$19.6K - $21.8K
|
6.04K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-200- 4.71% |
$20.6K - $22.8K
|
4.05K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-240- 3.53% |
$24.7K - $27.4K
|
6.56K
$731K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-250- 2.28% |
$25.7K - $28.6K
|
10.7K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-278Closed |
$28.6K - $31.8K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-294- 5.76% |
$30.2K - $33.6K
|
4.81K
$536K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-318- 3.68% |
$32.7K - $36.3K
|
8.32K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-326- 0.2% |
$33.5K - $37.2K
|
163K
$18.1M
|