Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
196+ 8.06% |
$19.9K - $21.3K
|
2.63K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
195+ 5.47% |
$19.8K - $21.2K
|
3.76K
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
194+ 3.97% |
$19.7K - $21.1K
|
5.08K
$556K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
184+ 3.54% |
$18.7K - $20K
|
5.39K
$589K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
171+ 9.35% |
$17.4K - $18.6K
|
2K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 2.94% |
$15.6K - $16.7K
|
5.4K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
149+ 2.92% |
$15.1K - $16.2K
|
5.26K
$576K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149+ 3.12% |
$15.1K - $16.2K
|
4.92K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125+ 11.15% |
$12.7K - $13.6K
|
1.25K
$136K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
85+ 2.01% |
$8.64K - $9.24K
|
4.32K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
75+ 0.91% |
$7.62K - $8.15K
|
8.34K
$913K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
69+ 2.65% |
$7.01K - $7.5K
|
2.68K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
60+ 40.0% |
$6.1K - $6.52K
|
210
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
53+ 0.9% |
$5.38K - $5.76K
|
5.95K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36+ 0.33% |
$3.66K - $3.91K
|
10.8K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35+ 3.18% |
$3.56K - $3.81K
|
1.13K
$124K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
30+ 0.54% |
$3.05K - $3.26K
|
5.54K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26+ 0.55% |
$2.64K - $2.83K
|
4.76K
$520K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 4.09% |
$2.64K - $2.83K
|
661
$72.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.5% |
$2.34K - $2.5K
|
4.61K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$406 - $435
|
5.76K
$630K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$305 - $326
|
5.23K
$572K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$203 - $217
|
2.83K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$102 - $109
|
4.18K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.04% |
$203 - $217
|
4.63K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 33.33% |
$203 - $217
|
4
$438
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7- 2.02% |
$711 - $761
|
340
$37.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 15.0% |
$1.22K - $1.3K
|
68
$7.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-13- 0.39% |
$1.32K - $1.41K
|
3.28K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 93.33% |
$1.42K - $1.52K
|
1
$109
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17- 0.12% |
$1.73K - $1.85K
|
14.5K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-17- 0.52% |
$1.73K - $1.85K
|
3.24K
$354K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 10.26% |
$2.03K - $2.17K
|
175
$19.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-23- 0.31% |
$2.34K - $2.5K
|
7.33K
$802K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 12.02% |
$4.17K - $4.46K
|
300
$32.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 15.64% |
$5.69K - $6.09K
|
302
$33.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-58- 3.81% |
$5.89K - $6.31K
|
1.46K
$160K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-66- 35.87% |
$6.7K - $7.18K
|
118
$12.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-71- 1.2% |
$7.21K - $7.72K
|
5.83K
$638K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-78- 9.1% |
$7.92K - $8.48K
|
779
$85.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-83- 87.37% |
$8.43K - $9.02K
|
12
$1.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-83- 87.37% |
$8.43K - $9.02K
|
12
$1.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87- 3.59% |
$8.84K - $9.46K
|
2.34K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-97- 2.76% |
$9.85K - $10.5K
|
3.42K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 50.0% |
$10.2K - $10.9K
|
100
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 5.88% |
$10.2K - $10.9K
|
1.6K
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-102- 1.74% |
$10.4K - $11.1K
|
5.77K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-103- 1.46% |
$10.5K - $11.2K
|
6.97K
$762K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.66% |
$12.2K - $13K
|
4.39K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-123- 5.14% |
$12.5K - $13.4K
|
2.27K
$248K
|