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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-97- 1.72% |
$11.4K - $12.4K
|
5.56K
$619K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-102- 1.13% |
$11.9K - $13.1K
|
8.96K
$998K
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-102- 5.57% |
$11.9K - $13.1K
|
1.73K
$193K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-106- 4.88% |
$12.4K - $13.6K
|
2.07K
$230K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-120- 0.55% |
$14K - $15.4K
|
21.6K
$2.41M
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-127- 8.41% |
$14.9K - $16.3K
|
1.38K
$154K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129Closed |
$15.1K - $16.5K
|
0
$0
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-131Closed |
$15.3K - $16.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-132- 1.79% |
$15.4K - $16.9K
|
7.23K
$805K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-147- 22.14% |
$17.2K - $18.8K
|
517
$57.6K
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-148- 7.04% |
$17.3K - $19K
|
1.96K
$218K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 37.5% |
$17.6K - $19.2K
|
250
$27.8K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-171- 2.8% |
$20K - $21.9K
|
5.93K
$660K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-178- 1.3% |
$20.8K - $22.8K
|
13.6K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200Closed |
$23.4K - $25.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 8.42% |
$23.4K - $25.6K
|
2.18K
$242K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-220- 0.59% |
$25.7K - $28.2K
|
37.3K
$4.15M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-225- 2.51% |
$26.3K - $28.8K
|
8.74K
$973K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-282Closed |
$33K - $36.1K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-291- 3.65% |
$34.1K - $37.3K
|
7.69K
$857K
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-295- 12.24% |
$34.5K - $37.8K
|
2.12K
$236K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-312- 0.73% |
$36.5K - $40K
|
42.3K
$4.71M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-315Closed |
$36.9K - $40.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-322- 3.29% |
$37.7K - $41.3K
|
9.48K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-348- 13.76% |
$40.7K - $44.6K
|
2.18K
$243K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-377- 0.77% |
$44.1K - $48.3K
|
48.3K
$5.38M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-420- 8.92% |
$49.2K - $53.8K
|
4.29K
$477K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-432Closed |
$50.6K - $55.3K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 6.73% |
$55.6K - $60.9K
|
6.58K
$733K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-500Closed |
$58.5K - $64.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-587Closed |
$68.7K - $75.2K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-650- 4.08% |
$76.1K - $83.3K
|
15.3K
$1.7M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-916- 15.07% |
$107K - $117K
|
5.16K
$575K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-938- 6.44% |
$110K - $120K
|
13.6K
$1.52M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-1.02KClosed |
$119K - $131K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.09K- 9.27% |
$127K - $139K
|
10.6K
$1.18M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 0.79% |
$128K - $140K
|
138K
$15.3M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 33.86% |
$146K - $160K
|
2.44K
$272K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 66.76% |
$176K - $193K
|
751
$83.6K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.18KClosed |
$255K - $280K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.4KClosed |
$281K - $307K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$288K - $315K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.56KClosed |
$300K - $328K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.03K- 3.92% |
$472K - $516K
|
98.6K
$11M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 2.27% |
$593K - $649K
|
218K
$24.3M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.3KClosed |
$620K - $679K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6K- 8.96% |
$702K - $768K
|
60.9K
$6.78M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.1K- 13.74% |
$714K - $781K
|
38.3K
$4.27M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.59K- 35.86% |
$771K - $844K
|
11.8K
$1.31M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-6.62K- 13.48% |
$775K - $848K
|
42.5K
$4.73M
|