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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-333- 0.67% |
$31.2K - $34.5K
|
49.5K
$5.46M
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-343- 5.68% |
$32.1K - $35.6K
|
5.7K
$627K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-353- 5.44% |
$33.1K - $36.6K
|
6.14K
$676K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-400- 2.95% |
$37.5K - $41.5K
|
13.2K
$1.45M
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-463- 9.97% |
$43.4K - $48K
|
4.18K
$461K
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-476- 13.64% |
$44.6K - $49.4K
|
3.01K
$332K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-522- 6.62% |
$48.9K - $54.1K
|
7.36K
$810K
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-523- 12.45% |
$49K - $54.2K
|
3.68K
$405K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-600- 7.05% |
$56.2K - $62.2K
|
7.92K
$872K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-608- 30.54% |
$56.9K - $63K
|
1.38K
$152K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-617- 9.13% |
$57.8K - $64K
|
6.14K
$677K
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-654- 8.44% |
$61.2K - $67.8K
|
7.1K
$782K
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-665- 21.24% |
$62.3K - $68.9K
|
2.47K
$272K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-686- 7.94% |
$64.2K - $71.1K
|
7.95K
$876K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-739- 6.36% |
$69.2K - $76.6K
|
10.9K
$1.2M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-825- 21.75% |
$77.2K - $85.5K
|
2.97K
$327K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-856- 1.14% |
$80.1K - $88.8K
|
74.5K
$8.21M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-905- 18.2% |
$84.7K - $93.8K
|
4.07K
$448K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 28.09% |
$104K - $116K
|
2.86K
$315K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 5.25% |
$105K - $116K
|
20.2K
$2.23M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 3.11% |
$106K - $118K
|
35.3K
$3.89M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.16K- 34.93% |
$109K - $121K
|
2.17K
$239K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.32K- 5.99% |
$124K - $137K
|
20.8K
$2.29M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.45K- 30.7% |
$136K - $151K
|
3.28K
$361K
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.77K- 4.88% |
$166K - $183K
|
34.4K
$3.79M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 2.93% |
$167K - $184K
|
58.9K
$6.49M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 2.2% |
$197K - $218K
|
93.2K
$10.3M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.28K- 48.91% |
$213K - $236K
|
2.38K
$262K
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 15.2% |
$223K - $247K
|
13.3K
$1.46M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.45K- 30.48% |
$229K - $253K
|
5.58K
$614K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.15K- 2.54% |
$294K - $326K
|
121K
$13.3M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.18K- 56.56% |
$298K - $330K
|
2.44K
$269K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.46K- 17.0% |
$324K - $359K
|
16.9K
$1.86M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.64K- 33.01% |
$341K - $378K
|
7.4K
$815K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.12K- 32.98% |
$386K - $428K
|
8.38K
$923K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.59K- 44.33% |
$429K - $475K
|
5.76K
$634K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.59K- 17.74% |
$430K - $476K
|
21.3K
$2.34M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.74K- 8.71% |
$538K - $595K
|
60.2K
$6.63M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.83K- 3.97% |
$640K - $708K
|
165K
$18.2M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-8.62K- 45.98% |
$807K - $893K
|
10.1K
$1.11M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.31K- 14.52% |
$872K - $965K
|
54.8K
$6.04M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-10.3K- 23.63% |
$964K - $1.07M
|
33.3K
$3.67M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.2K- 76.38% |
$1.33M - $1.47M
|
4.38K
$482K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.9K- 5.52% |
$1.4M - $1.55M
|
255K
$28.1M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.5K- 6.0% |
$1.54M - $1.71M
|
258K
$28.4M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 80.35% |
$2.23M - $2.47M
|
5.82K
$640K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 20.71% |
$2.47M - $2.74M
|
101K
$11.1M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.8K- 7.99% |
$2.51M - $2.78M
|
308K
$34M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95K- 8.6% |
$8.9M - $9.85M
|
1.01M
$111M
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-101K- 62.95% |
$9.5M - $10.5M
|
59.7K
$6.58M
|