Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
754+ 28.38% |
$76.9K - $83.6K
|
3.41K
$373K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
588+ 6.54% |
$60K - $65.2K
|
9.58K
$1.05M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
536+ 4.1% |
$54.7K - $59.5K
|
13.6K
$1.49M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
419+ 1.9% |
$42.7K - $46.5K
|
22.4K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
418+ 1.97% |
$42.6K - $46.4K
|
21.6K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
411+ 5.84% |
$41.9K - $45.6K
|
7.45K
$816K
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
349New |
$35.6K - $38.7K
|
349
$38.2K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
321+ 1.04% |
$32.7K - $35.6K
|
31.1K
$3.4M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310+ 8.89% |
$31.6K - $34.4K
|
3.8K
$416K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
234+ 7.48% |
$23.9K - $26K
|
3.36K
$368K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
219+ 2.31% |
$22.3K - $24.3K
|
9.68K
$1.06M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
217+ 1.26% |
$22.1K - $24.1K
|
17.4K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
211+ 1.61% |
$21.5K - $23.4K
|
13.3K
$1.46M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
190+ 0.87% |
$19.4K - $21.1K
|
22.1K
$2.41M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
187+ 1.23% |
$19.1K - $20.7K
|
15.4K
$1.69M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
176+ 0.56% |
$17.9K - $19.5K
|
31.8K
$3.48M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
161+ 1.27% |
$16.4K - $17.9K
|
12.8K
$1.4M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
117+ 2.97% |
$11.9K - $13K
|
4.06K
$444K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
117+ 1.8% |
$11.9K - $13K
|
6.62K
$725K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
115New |
$11.7K - $12.8K
|
115
$12.6K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
105+ 0.76% |
$10.7K - $11.6K
|
13.8K
$1.51M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 100.0% |
$10.2K - $11.1K
|
200
$21.9K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
82+ 0.7% |
$8.36K - $9.1K
|
11.8K
$1.29M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61+ 2.37% |
$6.22K - $6.77K
|
2.64K
$289K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
59+ 1.88% |
$6.02K - $6.55K
|
3.2K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 0.76% |
$6.02K - $6.55K
|
7.8K
$853K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
52+ 0.39% |
$5.3K - $5.77K
|
13.3K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 2.1% |
$4.59K - $4.99K
|
2.18K
$239K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$4.08K - $4.44K
|
40
$4.38K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 0.07% |
$2.14K - $2.33K
|
32.2K
$3.52M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.35% |
$2.14K - $2.33K
|
5.99K
$656K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.5% |
$2.04K - $2.22K
|
4.03K
$441K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.8% |
$1.63K - $1.78K
|
2.01K
$220K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 0.1% |
$1.53K - $1.66K
|
15.3K
$1.68M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 10.0% |
$1.02K - $1.11K
|
110
$12K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.19% |
$510 - $555
|
2.58K
$282K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.01% |
$306 - $333
|
31.8K
$3.48M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$204 - $222
|
5.78K
$632K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
5.29K
$579K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.24K
$245K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.04K
$332K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.04% |
$408 - $444
|
9.32K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-12- 0.18% |
$1.22K - $1.33K
|
6.55K
$717K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19- 0.68% |
$1.94K - $2.11K
|
2.78K
$304K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.43% |
$2.04K - $2.22K
|
4.66K
$509K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-20- 0.57% |
$2.04K - $2.22K
|
3.51K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 0.08% |
$2.75K - $3K
|
33.6K
$3.68M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-28- 1.15% |
$2.85K - $3.11K
|
2.41K
$264K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32- 13.11% |
$3.26K - $3.55K
|
212
$23.2K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-41- 13.18% |
$4.18K - $4.55K
|
270
$29.5K
|