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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 29.94% |
$4.79K - $5.21K
|
110
$12K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-47- 0.35% |
$4.79K - $5.21K
|
13.5K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 0.43% |
$5.1K - $5.55K
|
11.6K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-67- 0.33% |
$6.83K - $7.43K
|
20K
$2.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-71- 0.85% |
$7.24K - $7.88K
|
8.3K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-80- 1.14% |
$8.16K - $8.88K
|
6.94K
$760K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 23.92% |
$8.46K - $9.21K
|
264
$28.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-89- 3.75% |
$9.07K - $9.87K
|
2.28K
$250K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-96- 2.97% |
$9.79K - $10.7K
|
3.14K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-104- 1.72% |
$10.6K - $11.5K
|
5.94K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-105- 3.61% |
$10.7K - $11.6K
|
2.81K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-116- 1.21% |
$11.8K - $12.9K
|
9.45K
$1.03M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-118- 0.31% |
$12K - $13.1K
|
38.2K
$4.18M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 5.49% |
$12.2K - $13.3K
|
2.06K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-137- 2.85% |
$14K - $15.2K
|
4.67K
$511K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-139- 2.3% |
$14.2K - $15.4K
|
5.9K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-148- 2.03% |
$15.1K - $16.4K
|
7.15K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 0.87% |
$15.3K - $16.6K
|
17.1K
$1.87M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-153- 2.38% |
$15.6K - $17K
|
6.27K
$687K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-170- 34.21% |
$17.3K - $18.9K
|
327
$35.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-190- 29.69% |
$19.4K - $21.1K
|
450
$49.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-196- 7.54% |
$20K - $21.7K
|
2.41K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-208- 0.55% |
$21.2K - $23.1K
|
37.6K
$4.11M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-210- 3.18% |
$21.4K - $23.3K
|
6.39K
$699K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-210- 4.12% |
$21.4K - $23.3K
|
4.88K
$534K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-229- 3.02% |
$23.3K - $25.4K
|
7.35K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 25.4% |
$24.1K - $26.2K
|
693
$75.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-243- 11.14% |
$24.8K - $27K
|
1.94K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-298- 1.97% |
$30.4K - $33.1K
|
14.8K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-326- 9.48% |
$33.2K - $36.2K
|
3.11K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-327- 25.91% |
$33.3K - $36.3K
|
935
$102K
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-340- 4.17% |
$34.7K - $37.7K
|
7.82K
$856K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-343- 7.78% |
$35K - $38.1K
|
4.06K
$445K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-388- 6.52% |
$39.6K - $43K
|
5.57K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-404- 0.49% |
$41.2K - $44.8K
|
82K
$8.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-453- 3.02% |
$46.2K - $50.3K
|
14.6K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-464- 1.51% |
$47.3K - $51.5K
|
30.3K
$3.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-464- 5.58% |
$47.3K - $51.5K
|
7.85K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-620- 1.55% |
$63.2K - $68.8K
|
39.4K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-625- 10.53% |
$63.7K - $69.3K
|
5.31K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-630- 18.48% |
$64.2K - $69.9K
|
2.78K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-663- 19.97% |
$67.6K - $73.6K
|
2.66K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-667- 7.01% |
$68K - $74K
|
8.85K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-710- 7.82% |
$72.4K - $78.8K
|
8.37K
$916K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-743- 31.36% |
$75.8K - $82.4K
|
1.63K
$178K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-747- 39.27% |
$76.2K - $82.9K
|
1.16K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-794- 17.94% |
$81K - $88.1K
|
3.63K
$397K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-860- 8.04% |
$87.7K - $95.4K
|
9.84K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-862- 2.36% |
$87.9K - $95.6K
|
35.6K
$3.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-910- 17.77% |
$92.8K - $101K
|
4.21K
$461K
|