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 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.13% |
$307 - $329
|
2.25K
$246K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.02% |
$205 - $219
|
9.79K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$205 - $219
|
5.22K
$572K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$205 - $219
|
3.47K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$205 - $219
|
2.38K
$261K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.24% |
$205 - $219
|
830
$90.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $110
|
6.45K
$706K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.42K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.05% |
$102 - $110
|
1.94K
$212K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.61K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1+ 0.01% |
$102 - $110
|
7.35K
$805K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$307 - $329
|
3.26K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 33.33% |
$307 - $329
|
6
$657
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$512 - $548
|
3.51K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 0.16% |
$819 - $877
|
5.01K
$548K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.11% |
$1.02K - $1.1K
|
9.11K
$997K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-15- 0.36% |
$1.54K - $1.64K
|
4.21K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-16- 0.45% |
$1.64K - $1.75K
|
3.56K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-17- 0.35% |
$1.74K - $1.86K
|
4.89K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.47% |
$2.05K - $2.19K
|
4.24K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 0.17% |
$3.38K - $3.62K
|
19.1K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-40- 0.3% |
$4.1K - $4.38K
|
13.3K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-43- 0.43% |
$4.4K - $4.71K
|
9.99K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 46.88% |
$4.61K - $4.93K
|
51
$5.58K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-49- 0.82% |
$5.02K - $5.37K
|
5.91K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-55- 0.3% |
$5.63K - $6.03K
|
18.3K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 2.58% |
$6.14K - $6.58K
|
2.27K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 54.55% |
$6.14K - $6.58K
|
50
$5.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 1.85% |
$6.76K - $7.23K
|
3.49K
$382K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-73- 17.98% |
$7.47K - $8K
|
333
$36.4K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 1.79% |
$8.8K - $9.42K
|
4.73K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 42.33% |
$9.32K - $9.97K
|
124
$13.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 1.71% |
$9.32K - $9.97K
|
5.24K
$574K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-95- 1.23% |
$9.73K - $10.4K
|
7.64K
$836K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-98- 2.29% |
$10K - $10.7K
|
4.18K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-100- 4.51% |
$10.2K - $11K
|
2.12K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 1.82% |
$10.2K - $11K
|
5.38K
$589K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-126- 38.53% |
$12.9K - $13.8K
|
201
$22K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-132- 5.15% |
$13.5K - $14.5K
|
2.43K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 3.22% |
$15.4K - $16.4K
|
4.51K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-160- 6.67% |
$16.4K - $17.5K
|
2.24K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-199- 1.4% |
$20.4K - $21.8K
|
14.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 71.43% |
$20.5K - $21.9K
|
80
$8.76K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-213- 0.97% |
$21.8K - $23.3K
|
21.8K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217- 8.31% |
$22.2K - $23.8K
|
2.39K
$262K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-220- 6.42% |
$22.5K - $24.1K
|
3.21K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-224- 2.08% |
$22.9K - $24.5K
|
10.5K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-236- 2.76% |
$24.2K - $25.9K
|
8.32K
$911K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 1.73% |
$25.6K - $27.4K
|
14.2K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-262- 10.23% |
$26.8K - $28.7K
|
2.3K
$252K
|