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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
25+ 0.3% |
$2.56K - $2.8K
|
8.42K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5+ 7.69% |
$513 - $560
|
70
$7.32K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.1% |
$410 - $448
|
4.2K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$410 - $448
|
4
$418
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$205 - $224
|
5.67K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.04% |
$205 - $224
|
4.74K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$205 - $224
|
2.83K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$103 - $112
|
2.26K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$103 - $112
|
4.65K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$103 - $112
|
5.2K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1+ 0.05% |
$103 - $112
|
2.06K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.16% |
$410 - $448
|
2.58K
$269K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5- 0.13% |
$513 - $560
|
3.79K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18- 0.24% |
$1.85K - $2.02K
|
7.42K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 3.14% |
$2.67K - $2.91K
|
802
$83.9K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-33- 0.22% |
$3.38K - $3.7K
|
14.7K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-40- 1.71% |
$4.1K - $4.48K
|
2.29K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-40- 0.72% |
$4.1K - $4.48K
|
5.52K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47- 1.28% |
$4.82K - $5.26K
|
3.64K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-49- 0.17% |
$5.02K - $5.49K
|
28.3K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 18.8% |
$5.13K - $5.6K
|
216
$22.6K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-64- 4.65% |
$6.56K - $7.17K
|
1.31K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-65- 1.48% |
$6.66K - $7.28K
|
4.32K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-78- 3.36% |
$8K - $8.74K
|
2.24K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-90- 28.75% |
$9.23K - $10.1K
|
223
$23.3K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 4.85% |
$10.1K - $11.1K
|
1.94K
$203K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 36.36% |
$10.3K - $11.2K
|
175
$18.3K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-106- 0.8% |
$10.9K - $11.9K
|
13.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-130- 2.26% |
$13.3K - $14.6K
|
5.62K
$588K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-155- 9.6% |
$15.9K - $17.4K
|
1.46K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165- 15.0% |
$16.9K - $18.5K
|
935
$97.8K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-166- 1.04% |
$17K - $18.6K
|
15.9K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-169- 3.43% |
$17.3K - $18.9K
|
4.75K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-184- 2.47% |
$18.9K - $20.6K
|
7.25K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 4.56% |
$19.5K - $21.3K
|
3.98K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-193- 0.94% |
$19.8K - $21.6K
|
20.4K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-195- 3.44% |
$20K - $21.8K
|
5.47K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-199- 1.06% |
$20.4K - $22.3K
|
18.5K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-200- 1.32% |
$20.5K - $22.4K
|
14.9K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-203- 6.0% |
$20.8K - $22.7K
|
3.18K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-209- 3.01% |
$21.4K - $23.4K
|
6.73K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-210- 5.51% |
$21.5K - $23.5K
|
3.6K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-247- 0.8% |
$25.3K - $27.7K
|
30.7K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-267- 2.15% |
$27.4K - $29.9K
|
12.2K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-278- 2.46% |
$28.5K - $31.1K
|
11K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-301- 6.1% |
$30.9K - $33.7K
|
4.64K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-308- 3.44% |
$31.6K - $34.5K
|
8.64K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-347- 9.65% |
$35.6K - $38.9K
|
3.25K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-348- 12.79% |
$35.7K - $39K
|
2.37K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-355- 6.69% |
$36.4K - $39.8K
|
4.95K
$518K
|