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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
897+ 4.95% |
$91.8K - $98.3K
|
19K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
857New |
$87.7K - $93.9K
|
857
$93.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
792+ 20.94% |
$81.1K - $86.8K
|
4.58K
$501K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
725+ 24.52% |
$74.2K - $79.5K
|
3.68K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
705New |
$72.2K - $77.3K
|
705
$77.2K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
695+ 20.98% |
$71.2K - $76.2K
|
4.01K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
680New |
$69.6K - $74.5K
|
680
$74.4K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
672+ 7.47% |
$68.8K - $73.6K
|
9.67K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
650New |
$66.5K - $71.2K
|
650
$71.1K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
532+ 1.3% |
$54.5K - $58.3K
|
41.6K
$4.55M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 264.55% |
$51.2K - $54.8K
|
689
$75.4K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
426+ 7.09% |
$43.6K - $46.7K
|
6.44K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
356+ 7.18% |
$36.4K - $39K
|
5.32K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
340+ 25.0% |
$34.8K - $37.3K
|
1.7K
$186K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
315+ 3.25% |
$32.2K - $34.5K
|
10K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
296+ 87.32% |
$30.3K - $32.4K
|
635
$69.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
260+ 3.8% |
$26.6K - $28.5K
|
7.11K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250New |
$25.6K - $27.4K
|
250
$27.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
225+ 2.39% |
$23K - $24.7K
|
9.65K
$1.06M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$20.5K - $21.9K
|
200
$21.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200New |
$20.5K - $21.9K
|
200
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$20.5K - $21.9K
|
200
$21.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
181+ 4.65% |
$18.5K - $19.8K
|
4.08K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
173+ 138.4% |
$17.7K - $19K
|
298
$32.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
167+ 0.16% |
$17.1K - $18.3K
|
102K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
165+ 17.65% |
$16.9K - $18.1K
|
1.1K
$120K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
129+ 59.17% |
$13.2K - $14.1K
|
347
$38K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
126New |
$12.9K - $13.8K
|
126
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
83+ 691.67% |
$8.5K - $9.1K
|
95
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83+ 691.67% |
$8.5K - $9.1K
|
95
$10.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
77+ 2.0% |
$7.88K - $8.44K
|
3.92K
$429K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 35.02% |
$7.78K - $8.33K
|
293
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
75+ 3.27% |
$7.68K - $8.22K
|
2.37K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 37.31% |
$5.12K - $5.48K
|
184
$20.1K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48+ 0.82% |
$4.91K - $5.26K
|
5.88K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
48+ 0.71% |
$4.91K - $5.26K
|
6.76K
$740K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46New |
$4.71K - $5.04K
|
46
$5.03K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
40+ 0.11% |
$4.1K - $4.38K
|
36.2K
$3.97M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$4.1K - $4.38K
|
40
$4.38K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34New |
$3.48K - $3.73K
|
34
$3.72K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 3.0% |
$3.28K - $3.51K
|
1.1K
$120K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.03% |
$2.66K - $2.85K
|
86.1K
$9.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
19+ 0.58% |
$1.95K - $2.08K
|
3.29K
$360K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$1.54K - $1.64K
|
15
$1.64K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.18% |
$1.33K - $1.42K
|
7.07K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$1.02K - $1.1K
|
5.75K
$630K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.59% |
$819 - $877
|
1.36K
$148K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5+ 0.18% |
$512 - $548
|
2.82K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.06% |
$410 - $438
|
6.87K
$752K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.18% |
$410 - $438
|
2.26K
$247K
|