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 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124- 1.27% |
$12.6K - $13.5K
|
9.67K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-142- 2.27% |
$14.4K - $15.4K
|
6.12K
$670K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-168- 2.1% |
$17.1K - $18.3K
|
7.83K
$857K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-208- 2.03% |
$21.1K - $22.6K
|
10K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-220- 1.08% |
$22.3K - $23.9K
|
20.2K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-245- 20.45% |
$24.9K - $26.6K
|
953
$104K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-258- 2.91% |
$26.2K - $28K
|
8.61K
$942K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-266- 5.15% |
$27K - $28.9K
|
4.9K
$537K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-271- 7.76% |
$27.5K - $29.5K
|
3.22K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-291- 9.0% |
$29.6K - $31.6K
|
2.94K
$322K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-309- 7.58% |
$31.4K - $33.6K
|
3.77K
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-338- 1.77% |
$34.3K - $36.7K
|
18.7K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-347- 5.38% |
$35.3K - $37.7K
|
6.1K
$668K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 9.08% |
$35.6K - $38.1K
|
3.5K
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-355- 9.61% |
$36.1K - $38.6K
|
3.34K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-377- 1.33% |
$38.3K - $41K
|
28K
$3.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-381- 16.1% |
$38.7K - $41.4K
|
1.99K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-430- 5.34% |
$43.7K - $46.7K
|
7.63K
$835K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-438- 3.28% |
$44.5K - $47.6K
|
12.9K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-479- 8.14% |
$48.7K - $52.1K
|
5.4K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-505- 3.56% |
$51.3K - $54.9K
|
13.7K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-570- 1.37% |
$57.9K - $62K
|
41K
$4.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-598- 1.89% |
$60.8K - $65K
|
31K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-619- 9.01% |
$62.9K - $67.3K
|
6.25K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-664- 38.76% |
$67.5K - $72.2K
|
1.05K
$115K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-675- 3.55% |
$68.6K - $73.4K
|
18.4K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 25.66% |
$104K - $112K
|
2.98K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05K- 9.93% |
$106K - $114K
|
9.5K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.12K- 9.32% |
$114K - $122K
|
10.9K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.24K- 29.46% |
$126K - $135K
|
2.97K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.35K- 10.26% |
$137K - $146K
|
11.8K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 7.19% |
$139K - $148K
|
17.6K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.47K- 3.0% |
$149K - $159K
|
47.3K
$5.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.47K- 16.52% |
$149K - $160K
|
7.42K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.51K- 3.64% |
$153K - $164K
|
39.9K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 22.12% |
$187K - $200K
|
6.48K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.86K- 38.0% |
$189K - $202K
|
3.03K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.92K- 1.68% |
$195K - $208K
|
112K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 7.52% |
$214K - $229K
|
25.9K
$2.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.19K- 34.08% |
$223K - $238K
|
4.24K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 17.39% |
$233K - $249K
|
10.9K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 6.81% |
$277K - $297K
|
37.4K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.87K- 22.36% |
$292K - $312K
|
9.97K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.96K- 1.68% |
$300K - $321K
|
173K
$18.9M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-3.14K- 80.14% |
$319K - $342K
|
779
$85.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.59K- 19.71% |
$365K - $390K
|
14.6K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.03K- 5.0% |
$409K - $438K
|
76.6K
$8.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.19K- 3.86% |
$426K - $456K
|
104K
$11.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.71K- 34.47% |
$478K - $512K
|
8.95K
$979K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.1K- 3.59% |
$620K - $663K
|
164K
$17.9M
|