Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
526+ 3.16% |
$61.6K - $67.4K
|
17.2K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
476+ 17.85% |
$55.7K - $61K
|
3.14K
$344K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
470+ 2.24% |
$55K - $60.2K
|
21.5K
$2.35M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
429+ 2.62% |
$50.2K - $55K
|
16.8K
$1.84M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
417+ 7.95% |
$48.8K - $53.4K
|
5.66K
$620K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
341+ 5.31% |
$39.9K - $43.7K
|
6.76K
$740K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
330New |
$38.6K - $42.3K
|
330
$36.1K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
296+ 2.05% |
$34.6K - $37.9K
|
14.7K
$1.61M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
277+ 0.77% |
$32.4K - $35.5K
|
36.4K
$3.99M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
271+ 1.0% |
$31.7K - $34.7K
|
27.5K
$3.01M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
268+ 2.97% |
$31.4K - $34.3K
|
9.29K
$1.02M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
263+ 15.03% |
$30.8K - $33.7K
|
2.01K
$220K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 1.8% |
$23.4K - $25.6K
|
11.3K
$1.23M
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
200+ 15.67% |
$23.4K - $25.6K
|
1.48K
$162K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
199+ 2.56% |
$23.3K - $25.5K
|
7.98K
$873K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
172+ 3.54% |
$20.1K - $22K
|
5.03K
$551K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
155+ 1.34% |
$18.1K - $19.9K
|
11.7K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
154+ 1.91% |
$18K - $19.7K
|
8.23K
$900K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
138+ 1.45% |
$16.2K - $17.7K
|
9.67K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
130+ 151.16% |
$15.2K - $16.7K
|
216
$23.6K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
128+ 0.19% |
$15K - $16.4K
|
68.5K
$7.5M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114New |
$13.3K - $14.6K
|
114
$12.5K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
111+ 0.55% |
$13K - $14.2K
|
20.4K
$2.23M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
102New |
$11.9K - $13.1K
|
102
$11.2K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
100+ 1.29% |
$11.7K - $12.8K
|
7.86K
$860K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
85+ 18.89% |
$9.95K - $10.9K
|
535
$58.6K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
75New |
$8.78K - $9.61K
|
75
$8.21K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 1.93% |
$4.1K - $4.48K
|
1.85K
$202K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 4.35% |
$2.34K - $2.56K
|
480
$52.5K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.04% |
$585 - $641
|
11.2K
$1.22M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.06% |
$702 - $769
|
9.56K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8- 0.07% |
$936 - $1.02K
|
11.4K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8- 0.22% |
$936 - $1.02K
|
3.64K
$398K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.07% |
$1.05K - $1.15K
|
12K
$1.32M
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-18- 1.08% |
$2.11K - $2.31K
|
1.65K
$180K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 7.36% |
$2.57K - $2.82K
|
277
$30.3K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25- 1.24% |
$2.93K - $3.2K
|
1.99K
$218K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 1.13% |
$3.16K - $3.46K
|
2.37K
$259K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-29- 1.01% |
$3.39K - $3.72K
|
2.85K
$312K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.1% |
$3.51K - $3.84K
|
29.2K
$3.2M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-32- 1.38% |
$3.75K - $4.1K
|
2.29K
$251K
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-50- 2.2% |
$5.85K - $6.41K
|
2.22K
$243K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 0.45% |
$5.97K - $6.53K
|
11.2K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-53- 1.02% |
$6.2K - $6.79K
|
5.14K
$563K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-67- 4.34% |
$7.84K - $8.58K
|
1.48K
$162K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 0.57% |
$8.19K - $8.97K
|
12.3K
$1.34M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-73- 9.3% |
$8.54K - $9.35K
|
712
$77.9K
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-75- 2.24% |
$8.78K - $9.61K
|
3.28K
$359K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-82- 5.2% |
$9.6K - $10.5K
|
1.5K
$164K
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-90- 0.39% |
$10.5K - $11.5K
|
22.7K
$2.49M
|