Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-301- 4.34% |
$29K - $33.5K
|
6.63K
$726K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-309- 2.14% |
$29.8K - $34.4K
|
14.2K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-328- 0.3% |
$31.6K - $36.5K
|
110K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-337- 6.04% |
$32.5K - $37.5K
|
5.24K
$573K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-340- 3.1% |
$32.8K - $37.9K
|
10.6K
$1.16M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-379- 4.41% |
$36.6K - $42.2K
|
8.21K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-397- 5.43% |
$38.3K - $44.2K
|
6.91K
$756K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-616- 4.8% |
$59.4K - $68.6K
|
12.2K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-696- 3.82% |
$67.1K - $77.5K
|
17.5K
$1.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-697- 11.48% |
$67.2K - $77.7K
|
5.37K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-752- 59.35% |
$72.5K - $83.8K
|
515
$56.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-904- 4.92% |
$87.2K - $101K
|
17.5K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-931- 5.38% |
$89.8K - $104K
|
16.4K
$1.79M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 14.47% |
$100K - $116K
|
6.15K
$673K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.29K- 2.43% |
$124K - $143K
|
51.7K
$5.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.31K- 30.97% |
$126K - $146K
|
2.92K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.41K- 16.37% |
$136K - $157K
|
7.22K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.46K- 5.38% |
$141K - $162K
|
25.6K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 8.07% |
$162K - $187K
|
19.1K
$2.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.88K- 28.7% |
$181K - $209K
|
4.67K
$511K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2KClosed |
$193K - $223K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.34K- 28.14% |
$226K - $260K
|
5.97K
$653K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.04K- 40.52% |
$294K - $339K
|
4.47K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 12.09% |
$483K - $558K
|
36.4K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.52K- 15.09% |
$533K - $615K
|
31.1K
$3.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.65K- 3.83% |
$738K - $852K
|
192K
$21M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.3K- 51.65% |
$992K - $1.15M
|
9.63K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.3K- 59.69% |
$1.28M - $1.48M
|
8.95K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28K- 95.24% |
$2.7M - $3.12M
|
1.4K
$153K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.9K- 30.78% |
$3.47M - $4M
|
80.8K
$8.84M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.9K- 30.78% |
$3.47M - $4M
|
80.8K
$8.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.9K- 2.92% |
$5.59M - $6.46M
|
1.93M
$211M
|