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 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-275- 39.74% |
$28.2K - $30.1K
|
417
$45.6K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-284- 5.49% |
$29.1K - $31.1K
|
4.89K
$535K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-285- 8.27% |
$29.2K - $31.2K
|
3.16K
$346K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-323- 2.4% |
$33.1K - $35.4K
|
13.2K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-324- 1.07% |
$33.2K - $35.5K
|
29.9K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-358- 11.28% |
$36.7K - $39.2K
|
2.82K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-385- 10.57% |
$39.4K - $42.2K
|
3.26K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-421- 27.3% |
$43.1K - $46.1K
|
1.12K
$123K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-435- 4.66% |
$44.5K - $47.7K
|
8.89K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-442- 33.59% |
$45.3K - $48.4K
|
874
$95.7K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-499- 4.64% |
$51.1K - $54.7K
|
10.3K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-505- 11.59% |
$51.7K - $55.3K
|
3.85K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-539- 3.57% |
$55.2K - $59.1K
|
14.6K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-563- 8.25% |
$57.6K - $61.7K
|
6.27K
$686K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-603- 0.78% |
$61.7K - $66.1K
|
76.6K
$8.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-708- 20.13% |
$72.5K - $77.6K
|
2.81K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-729- 5.27% |
$74.6K - $79.9K
|
13.1K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-733- 13.67% |
$75K - $80.3K
|
4.63K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-790- 14.2% |
$80.9K - $86.6K
|
4.78K
$523K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 10.34% |
$105K - $112K
|
8.87K
$971K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 15.38% |
$114K - $122K
|
6.11K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 3.4% |
$114K - $122K
|
31.6K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 12.43% |
$116K - $124K
|
8K
$876K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 9.51% |
$130K - $139K
|
12K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 18.75% |
$139K - $149K
|
5.88K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58K- 0.52% |
$161K - $173K
|
304K
$33.2M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.85K- 12.6% |
$189K - $203K
|
12.8K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3K- 11.11% |
$236K - $252K
|
18.4K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.5K- 41.13% |
$256K - $274K
|
3.58K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.72K- 17.48% |
$278K - $298K
|
12.8K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.85K- 35.57% |
$292K - $313K
|
5.17K
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.23K- 32.1% |
$331K - $354K
|
6.84K
$748K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.71K- 75.57% |
$379K - $406K
|
1.2K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.71K- 63.63% |
$380K - $406K
|
2.12K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.79K- 71.33% |
$388K - $415K
|
1.52K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.1KClosed |
$420K - $449K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.24K- 9.55% |
$434K - $464K
|
40.1K
$4.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.59K- 2.63% |
$470K - $503K
|
170K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.19K- 24.59% |
$634K - $678K
|
19K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.77K- 10.14% |
$693K - $742K
|
60K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.63K- 31.06% |
$781K - $836K
|
16.9K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.94K- 30.12% |
$915K - $979K
|
20.7K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.6K- 6.18% |
$1.19M - $1.27M
|
176K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-12.2K- 11.8% |
$1.24M - $1.33M
|
90.9K
$9.94M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 5.31% |
$1.34M - $1.44M
|
234K
$25.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.2K- 2.66% |
$1.45M - $1.55M
|
518K
$56.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.9K- 62.05% |
$1.53M - $1.64M
|
9.13K
$999K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 7.14% |
$1.85M - $1.99M
|
236K
$25.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 1.12% |
$2.15M - $2.3M
|
1.85M
$203M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 1.12% |
$2.15M - $2.3M
|
1.85M
$203M
|