Purchases and Sales Made in Q2 2025 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 2025. 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 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$93.6 - $104
|
4.95K
$545K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.04% |
$93.6 - $104
|
2.83K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$93.6 - $104
|
6.36K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.12% |
$93.6 - $104
|
802
$88.3K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.03% |
$93.6 - $104
|
3.66K
$403K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.24% |
$93.6 - $104
|
416
$45.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1- 0.03% |
$93.6 - $104
|
2.92K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 50.0% |
$187 - $207
|
2
$220
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6- 0.63% |
$562 - $622
|
952
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9- 0.19% |
$843 - $933
|
4.73K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14- 2.38% |
$1.31K - $1.45K
|
575
$63.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-17- 0.49% |
$1.59K - $1.76K
|
3.42K
$377K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-18- 5.64% |
$1.69K - $1.87K
|
301
$33.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 1.3% |
$1.78K - $1.97K
|
1.44K
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-25- 35.71% |
$2.34K - $2.59K
|
45
$4.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-29- 0.52% |
$2.72K - $3.01K
|
5.53K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-42- 0.76% |
$3.93K - $4.35K
|
5.47K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-46- 0.62% |
$4.31K - $4.77K
|
7.37K
$812K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 1.82% |
$6.37K - $7.05K
|
3.67K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-78- 5.95% |
$7.3K - $8.09K
|
1.23K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-79- 0.28% |
$7.4K - $8.19K
|
28.2K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-88- 0.96% |
$8.24K - $9.12K
|
9.1K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-94- 3.65% |
$8.8K - $9.75K
|
2.48K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-99- 3.95% |
$9.27K - $10.3K
|
2.41K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-117- 41.94% |
$11K - $12.1K
|
162
$17.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-137- 5.31% |
$12.8K - $14.2K
|
2.45K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-139- 0.94% |
$13K - $14.4K
|
14.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-152- 5.43% |
$14.2K - $15.8K
|
2.65K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-160- 1.9% |
$15K - $16.6K
|
8.26K
$910K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 4.27% |
$15.9K - $17.6K
|
3.81K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-171- 7.73% |
$16K - $17.7K
|
2.04K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-177- 4.1% |
$16.6K - $18.4K
|
4.14K
$456K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-217- 26.99% |
$20.3K - $22.5K
|
587
$64.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-222- 6.17% |
$20.8K - $23K
|
3.38K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-225- 6.36% |
$21.1K - $23.3K
|
3.31K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-228- 4.92% |
$21.3K - $23.6K
|
4.41K
$486K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-242- 7.6% |
$22.7K - $25.1K
|
2.94K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-245- 2.2% |
$22.9K - $25.4K
|
10.9K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-246- 2.02% |
$23K - $25.5K
|
11.9K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-251- 8.33% |
$23.5K - $26K
|
2.76K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-259- 10.64% |
$24.3K - $26.9K
|
2.18K
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-260- 9.72% |
$24.3K - $27K
|
2.42K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-261- 26.61% |
$24.4K - $27.1K
|
720
$79.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-295- 66.0% |
$27.6K - $30.6K
|
152
$16.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-311- 4.29% |
$29.1K - $32.2K
|
6.94K
$765K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-312- 2.12% |
$29.2K - $32.3K
|
14.4K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-320- 3.27% |
$30K - $33.2K
|
9.45K
$1.04M
|