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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-331- 4.49% |
$34K - $37.8K
|
7.04K
$784K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-334- 11.17% |
$34.4K - $38.1K
|
2.66K
$296K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-501- 5.23% |
$51.5K - $57.2K
|
9.08K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-502- 3.21% |
$51.6K - $57.3K
|
15.1K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-544- 3.5% |
$56K - $62.1K
|
15K
$1.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-548- 27.43% |
$56.4K - $62.6K
|
1.45K
$161K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-610- 4.31% |
$62.7K - $69.7K
|
13.5K
$1.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-705- 22.93% |
$72.5K - $80.5K
|
2.37K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-798- 11.68% |
$82.1K - $91.1K
|
6.03K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-933- 50.0% |
$96K - $107K
|
933
$104K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-943- 21.52% |
$97K - $108K
|
3.44K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-943- 5.65% |
$97K - $108K
|
15.8K
$1.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.35K- 5.61% |
$139K - $154K
|
22.7K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 41.43% |
$154K - $171K
|
2.12K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.69K- 9.21% |
$174K - $193K
|
16.6K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.82K- 19.04% |
$187K - $208K
|
7.74K
$862K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 6.04% |
$198K - $219K
|
29.9K
$3.33M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.94K- 4.61% |
$199K - $221K
|
40K
$4.45M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.98K- 6.2% |
$203K - $226K
|
29.9K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.14K- 35.14% |
$220K - $244K
|
3.94K
$439K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.14K- 45.15% |
$220K - $245K
|
2.6K
$290K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.42K- 37.65% |
$249K - $277K
|
4.01K
$447K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-2.44K- 14.68% |
$251K - $278K
|
14.2K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.66K- 37.52% |
$273K - $304K
|
4.43K
$493K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.93K- 43.98% |
$301K - $334K
|
3.73K
$415K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.94K- 64.49% |
$405K - $450K
|
2.17K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.36K- 5.08% |
$551K - $612K
|
100K
$11.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.7K- 27.25% |
$586K - $651K
|
15.2K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.01K- 73.84% |
$618K - $687K
|
2.13K
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.14K- 56.12% |
$632K - $702K
|
4.8K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.2K- 13.01% |
$740K - $822K
|
48.1K
$5.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.07K- 7.61% |
$829K - $921K
|
97.9K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.9K- 33.28% |
$1.12M - $1.25M
|
21.9K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 4.43% |
$1.2M - $1.33M
|
252K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.9K- 33.04% |
$2.15M - $2.39M
|
42.5K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.3K- 50.86% |
$2.61M - $2.89M
|
24.5K
$2.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.5K- 53.64% |
$2.62M - $2.91M
|
22K
$2.45M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-26.8K- 41.67% |
$2.76M - $3.06M
|
37.5K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.6K- 3.34% |
$7.26M - $8.06M
|
2.04M
$227M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96K- 21.27% |
$9.87M - $11M
|
355K
$39.6M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-145K- 89.44% |
$15M - $16.6M
|
17.2K
$1.91M
|