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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-917- 63.24% |
$93.5K - $102K
|
533
$58.3K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-918- 15.03% |
$93.6K - $102K
|
5.19K
$568K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-943- 14.85% |
$96.1K - $105K
|
5.41K
$592K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-946- 8.13% |
$96.5K - $105K
|
10.7K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.05K- 8.35% |
$107K - $117K
|
11.6K
$1.26M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 23.21% |
$109K - $119K
|
3.55K
$389K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.18K- 3.15% |
$121K - $131K
|
36.4K
$3.98M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.52K- 8.54% |
$155K - $168K
|
16.3K
$1.78M
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.94K- 4.28% |
$198K - $216K
|
43.4K
$4.75M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.24K- 22.34% |
$228K - $248K
|
7.78K
$851K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.31K- 36.74% |
$235K - $256K
|
3.97K
$434K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 57.13% |
$257K - $280K
|
1.9K
$207K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.37K- 3.44% |
$344K - $374K
|
94.6K
$10.4M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.01K- 9.45% |
$409K - $445K
|
38.4K
$4.21M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.09K- 10.58% |
$519K - $565K
|
43K
$4.71M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.12K- 1.94% |
$726K - $790K
|
360K
$39.3M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.34K- 17.0% |
$748K - $814K
|
35.8K
$3.92M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.77K- 3.09% |
$792K - $862K
|
244K
$26.7M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.42K- 99.14% |
$858K - $934K
|
73
$7.99K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.42K- 55.52% |
$859K - $934K
|
6.75K
$738K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.36K- 83.12% |
$954K - $1.04M
|
1.9K
$208K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.92K- 2.79% |
$1.01M - $1.1M
|
346K
$37.8M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.1K- 70.21% |
$1.14M - $1.24M
|
4.73K
$518K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 71.78% |
$1.22M - $1.32M
|
4.7K
$514K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 0.71% |
$1.47M - $1.6M
|
2.03M
$222M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.6K- 11.99% |
$1.59M - $1.73M
|
115K
$12.5M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.6K- 11.99% |
$1.59M - $1.73M
|
115K
$12.5M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.7K- 21.08% |
$1.6M - $1.74M
|
58.8K
$6.43M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.9K- 65.02% |
$1.62M - $1.77M
|
8.57K
$937K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.9K- 7.38% |
$1.73M - $1.88M
|
213K
$23.3M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.8K- 92.05% |
$1.82M - $1.98M
|
1.54K
$169K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.5K- 81.53% |
$1.89M - $2.06M
|
4.2K
$460K
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-22.5K- 73.52% |
$2.3M - $2.5M
|
8.12K
$889K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.1K- 5.5% |
$3.79M - $4.12M
|
638K
$69.8M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.4K- 48.11% |
$6.46M - $7.03M
|
68.3K
$7.48M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.1K- 12.62% |
$8.47M - $9.22M
|
576K
$63M
|