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 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
231+ 0.57% |
$22.4K - $25.1K
|
40.7K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
227+ 6.47% |
$22.1K - $24.6K
|
3.74K
$416K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 0.95% |
$20.4K - $22.8K
|
22.3K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
185+ 4.56% |
$18K - $20.1K
|
4.24K
$472K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
175New |
$17K - $19K
|
175
$19.5K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
175+ 1.97% |
$17K - $19K
|
9.08K
$1.01M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146New |
$14.2K - $15.8K
|
146
$16.3K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.04% |
$13.6K - $15.2K
|
2.92K
$325K
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
128+ 4.08% |
$12.4K - $13.9K
|
3.27K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121+ 1.62% |
$11.8K - $13.1K
|
7.58K
$844K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$9.42K - $10.5K
|
97
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
96New |
$9.33K - $10.4K
|
96
$10.7K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
88+ 0.48% |
$8.55K - $9.55K
|
18.6K
$2.07M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83+ 31.44% |
$8.06K - $9.01K
|
347
$38.6K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
70+ 2.05% |
$6.8K - $7.6K
|
3.48K
$388K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
63+ 1.97% |
$6.12K - $6.84K
|
3.26K
$363K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.25K - $5.86K
|
54
$6.01K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53+ 0.18% |
$5.15K - $5.75K
|
30.3K
$3.38M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
51+ 1.03% |
$4.96K - $5.54K
|
5K
$557K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 88.24% |
$4.37K - $4.88K
|
96
$10.7K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36New |
$3.5K - $3.91K
|
36
$4.01K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
28+ 0.22% |
$2.72K - $3.04K
|
12.9K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.38% |
$2.62K - $2.93K
|
7.18K
$800K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$1.94K - $2.17K
|
20
$2.23K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 0.54% |
$1.26K - $1.41K
|
2.43K
$271K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.21% |
$972 - $1.09K
|
4.67K
$520K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.3% |
$777 - $868
|
2.65K
$295K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7+ 2.1% |
$680 - $760
|
341
$38K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.19% |
$97.2 - $109
|
516
$57.5K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$97.2 - $109
|
5.29K
$589K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 33.33% |
$97.2 - $109
|
4
$445
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.04% |
$97.2 - $109
|
2.24K
$250K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$97.2 - $109
|
3.04K
$338K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.02% |
$97.2 - $109
|
4.11K
$458K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.06% |
$194 - $217
|
3.55K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-9- 0.18% |
$874 - $977
|
4.87K
$543K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.22% |
$1.36K - $1.52K
|
6.26K
$697K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-15- 0.15% |
$1.46K - $1.63K
|
9.83K
$1.09M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 17.22% |
$2.53K - $2.82K
|
125
$13.9K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 0.3% |
$2.82K - $3.15K
|
9.65K
$1.08M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 17.45% |
$3.59K - $4.02K
|
175
$19.5K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-38- 0.66% |
$3.69K - $4.12K
|
5.74K
$639K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 80.0% |
$3.89K - $4.34K
|
10
$1.11K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-44- 0.66% |
$4.28K - $4.78K
|
6.58K
$732K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 8.0% |
$4.86K - $5.43K
|
575
$64K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-66- 1.27% |
$6.41K - $7.16K
|
5.12K
$571K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-67- 0.22% |
$6.51K - $7.27K
|
31K
$3.45M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-67- 1.14% |
$6.51K - $7.27K
|
5.83K
$649K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-84- 1.41% |
$8.16K - $9.12K
|
5.86K
$652K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-94- 2.37% |
$9.13K - $10.2K
|
3.87K
$431K
|