Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60.4K+ 9919.7% |
$6.19M - $6.77M
|
61K
$6.38M
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
36.2KNew |
$3.71M - $4.06M
|
36.2K
$3.79M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4K+ 36.91% |
$3.53M - $3.85M
|
128K
$13.3M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 44.79% |
$2.05M - $2.24M
|
64.7K
$6.77M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
18.7KNew |
$1.92M - $2.1M
|
18.7K
$1.96M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.8K+ 88.91% |
$1.42M - $1.55M
|
29.4K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.6KNew |
$1.39M - $1.52M
|
13.6K
$1.42M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.03K+ 3060.34% |
$925K - $1.01M
|
9.32K
$975K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.6KNew |
$882K - $963K
|
8.6K
$900K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.41KNew |
$862K - $942K
|
8.41K
$879K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.32K+ 148.18% |
$648K - $708K
|
10.6K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.3KNew |
$646K - $706K
|
6.3K
$659K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.21K+ 205.87% |
$636K - $695K
|
9.22K
$965K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44K+ 68.3% |
$557K - $609K
|
13.4K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.05K+ 223.46% |
$517K - $565K
|
7.31K
$764K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.65KNew |
$476K - $520K
|
4.65K
$486K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.38KNew |
$449K - $491K
|
4.38K
$458K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4K+ 69.42% |
$410K - $449K
|
9.77K
$1.02M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.64KNew |
$373K - $408K
|
3.64K
$381K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.58K+ 13.74% |
$367K - $401K
|
29.6K
$3.1M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2K+ 43.51% |
$205K - $224K
|
6.61K
$691K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.43K+ 59.59% |
$146K - $160K
|
3.82K
$399K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 3.53% |
$127K - $139K
|
36.4K
$3.81M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 2207.69% |
$118K - $129K
|
1.2K
$126K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
979+ 48950.0% |
$100K - $110K
|
981
$103K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
972+ 7.71% |
$99.6K - $109K
|
13.6K
$1.42M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
765+ 2.48% |
$78.4K - $85.7K
|
31.6K
$3.31M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
642+ 25.79% |
$65.8K - $71.9K
|
3.13K
$328K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
450New |
$46.1K - $50.4K
|
450
$47.1K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
439+ 17.04% |
$45K - $49.2K
|
3.02K
$315K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
357New |
$36.6K - $40K
|
357
$37.3K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
352+ 300.85% |
$36.1K - $39.4K
|
469
$49.1K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
319New |
$32.7K - $35.7K
|
319
$33.4K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228+ 10.34% |
$23.4K - $25.5K
|
2.43K
$255K
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
194+ 5.98% |
$19.9K - $21.7K
|
3.44K
$360K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
146New |
$15K - $16.4K
|
146
$15.3K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
145+ 198.63% |
$14.9K - $16.2K
|
218
$22.8K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
142+ 9.14% |
$14.6K - $15.9K
|
1.7K
$177K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 1.56% |
$11.2K - $12.2K
|
7.09K
$741K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$9.94K - $10.9K
|
97
$10.1K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
90New |
$9.23K - $10.1K
|
90
$9.41K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
87+ 189.13% |
$8.92K - $9.75K
|
133
$13.9K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
85+ 1.43% |
$8.71K - $9.52K
|
6.02K
$630K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
69+ 0.76% |
$7.07K - $7.73K
|
9.19K
$961K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.44% |
$6.97K - $7.62K
|
15.7K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
61New |
$6.25K - $6.83K
|
61
$6.38K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$4.72K - $5.15K
|
46
$4.81K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.38% |
$4.51K - $4.93K
|
11.6K
$1.22M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$4.1K - $4.48K
|
40
$4.18K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
29New |
$2.97K - $3.25K
|
29
$3.03K
|