Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 4.73% |
$2.65M - $2.96M
|
603K
$65.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.6K+ 30.35% |
$2.19M - $2.45M
|
96.9K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 1089.21% |
$2.01M - $2.25M
|
22.6K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
19.2KNew |
$1.87M - $2.09M
|
19.2K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.5KNew |
$1.31M - $1.46M
|
13.5K
$1.46M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
12.2K+ 276.28% |
$1.18M - $1.32M
|
16.6K
$1.8M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
11.5KNew |
$1.12M - $1.25M
|
11.5K
$1.25M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
11.4K+ 29.79% |
$1.1M - $1.23M
|
49.5K
$5.36M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$976K - $1.09M
|
10.1K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$918K - $1.03M
|
9.45K
$1.02M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.31KNew |
$905K - $1.01M
|
9.31K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
9.23KNew |
$897K - $1M
|
9.23K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.2K+ 5.85% |
$797K - $890K
|
148K
$16.1M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.65KNew |
$646K - $722K
|
6.65K
$720K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 5.65% |
$561K - $626K
|
108K
$11.7M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.46K+ 41.01% |
$530K - $592K
|
18.8K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9KNew |
$476K - $532K
|
4.9K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.67K+ 57.52% |
$454K - $507K
|
12.8K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.64KNew |
$451K - $503K
|
4.64K
$502K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45KNew |
$432K - $483K
|
4.45K
$481K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.87KNew |
$376K - $420K
|
3.87K
$419K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.67KNew |
$356K - $398K
|
3.67K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.24KNew |
$315K - $351K
|
3.24K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.87K+ 28.55% |
$278K - $311K
|
12.9K
$1.4M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.49K+ 123.7% |
$242K - $270K
|
4.5K
$488K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 20.2% |
$231K - $258K
|
14.2K
$1.53M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.35K+ 17.31% |
$229K - $255K
|
15.9K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.33KNew |
$226K - $252K
|
2.33K
$252K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.86K+ 5.12% |
$181K - $202K
|
38.2K
$4.14M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.81K+ 27.23% |
$176K - $197K
|
8.47K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 6.44% |
$172K - $193K
|
29.4K
$3.18M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 7.58% |
$165K - $185K
|
24.1K
$2.61M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 18.13% |
$139K - $155K
|
9.33K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19K+ 1628.77% |
$116K - $129K
|
1.26K
$137K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
688+ 22.1% |
$66.8K - $74.7K
|
3.8K
$412K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
627+ 6.55% |
$60.9K - $68.1K
|
10.2K
$1.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
520+ 192.59% |
$50.5K - $56.4K
|
790
$85.5K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
500+ 14.47% |
$48.6K - $54.3K
|
3.96K
$428K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
500+ 23.06% |
$48.6K - $54.3K
|
2.67K
$289K
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
476+ 8.38% |
$46.2K - $51.7K
|
6.15K
$666K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
460+ 16.55% |
$44.7K - $49.9K
|
3.24K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
450+ 18.71% |
$43.7K - $48.8K
|
2.86K
$309K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
361+ 6.49% |
$35.1K - $39.2K
|
5.93K
$642K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
353+ 10.5% |
$34.3K - $38.3K
|
3.71K
$402K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 1.04% |
$34.1K - $38.1K
|
34K
$3.68M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
291+ 2.86% |
$28.3K - $31.6K
|
10.5K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
278New |
$27K - $30.2K
|
278
$30.1K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
252+ 9.41% |
$24.5K - $27.4K
|
2.93K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
248+ 3.19% |
$24.1K - $26.9K
|
8.02K
$869K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
246+ 5.27% |
$23.9K - $26.7K
|
4.92K
$532K
|