Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 5.86% |
$10.5M - $11.2M
|
1.85M
$203M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.7K+ 223.97% |
$9.19M - $9.83M
|
130K
$14.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.4K+ 707.19% |
$4.03M - $4.31M
|
44.9K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28.3KNew |
$2.9M - $3.1M
|
28.3K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
27.6KNew |
$2.82M - $3.02M
|
27.6K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.7K+ 165.57% |
$2.53M - $2.71M
|
39.6K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 192.52% |
$1.3M - $1.4M
|
19.4K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 2.17% |
$1.24M - $1.33M
|
570K
$62.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8KNew |
$1.1M - $1.18M
|
10.8K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9.94K+ 39.81% |
$1.02M - $1.09M
|
34.9K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.53K+ 7.1% |
$771K - $826K
|
114K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.44K+ 7.36% |
$762K - $815K
|
108K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$719K - $769K
|
7.02K
$768K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.39KNew |
$654K - $700K
|
6.39K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.33K+ 15.96% |
$545K - $584K
|
38.7K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.29KNew |
$542K - $580K
|
5.29K
$579K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2KNew |
$532K - $570K
|
5.2K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.38KNew |
$449K - $480K
|
4.38K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$440K - $471K
|
4.3K
$471K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.06K+ 48.91% |
$415K - $445K
|
12.4K
$1.35M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.03K+ 5.26% |
$412K - $441K
|
80.6K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.43K+ 29.08% |
$351K - $376K
|
15.2K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.31KNew |
$339K - $363K
|
3.31K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.23KNew |
$331K - $354K
|
3.23K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.92K+ 133.38% |
$299K - $320K
|
5.11K
$559K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.9K+ 56.37% |
$297K - $318K
|
8.06K
$882K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.81K+ 6.11% |
$288K - $308K
|
48.8K
$5.34M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 10.55% |
$284K - $304K
|
29.1K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.75KNew |
$282K - $302K
|
2.75K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.56K+ 11.22% |
$263K - $281K
|
25.4K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.42KNew |
$248K - $265K
|
2.42K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.42K+ 19.03% |
$248K - $265K
|
15.1K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.3K+ 3.73% |
$235K - $252K
|
64K
$7M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.2K+ 13.71% |
$225K - $241K
|
18.2K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.14KNew |
$220K - $235K
|
2.14K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.13KNew |
$218K - $233K
|
2.13K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.06KNew |
$210K - $225K
|
2.06K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2K+ 56.79% |
$204K - $219K
|
5.51K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 92.62% |
$202K - $216K
|
4.1K
$449K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.83KNew |
$187K - $200K
|
1.83K
$200K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.79K+ 15.04% |
$183K - $196K
|
13.7K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.71K+ 13.78% |
$175K - $187K
|
14.1K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.71K+ 9.13% |
$175K - $187K
|
20.4K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.68K+ 83.0% |
$171K - $184K
|
3.69K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.63K+ 4.09% |
$166K - $178K
|
41.4K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.6K+ 11.56% |
$163K - $175K
|
15.4K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 15.51% |
$111K - $119K
|
8.11K
$887K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
976+ 8.03% |
$99.9K - $107K
|
13.1K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
912+ 3.9% |
$93.4K - $99.9K
|
24.3K
$2.66M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
906+ 24.6% |
$92.8K - $99.3K
|
4.59K
$502K
|