Purchases and Sales Made in Q3 2024 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 2024. 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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36KNew |
$3.71M - $4.1M
|
36K
$3.94M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34.8K+ 15.17% |
$3.58M - $3.96M
|
264K
$28.9M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 1354.74% |
$1.74M - $1.92M
|
18.1K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$1.26M - $1.39M
|
12.2K
$1.33M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.7KNew |
$1.2M - $1.33M
|
11.7K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.7K+ 945.86% |
$1.11M - $1.22M
|
11.9K
$1.3M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10.3K+ 68.03% |
$1.06M - $1.17M
|
25.4K
$2.78M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 46.71% |
$1.06M - $1.17M
|
32.2K
$3.53M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.47K+ 43.52% |
$976K - $1.08M
|
31.2K
$3.42M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.44K+ 8.09% |
$870K - $960K
|
113K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.2K+ 266.67% |
$742K - $820K
|
9.9K
$1.08M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.94KNew |
$612K - $676K
|
5.94K
$650K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$495K - $547K
|
4.81K
$526K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.69KNew |
$380K - $420K
|
3.69K
$404K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.28KNew |
$339K - $374K
|
3.28K
$359K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$253K - $279K
|
2.45K
$268K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$210K - $232K
|
2.04K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.84KNew |
$190K - $209K
|
1.84K
$201K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.81KNew |
$186K - $206K
|
1.81K
$198K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 17.31% |
$179K - $198K
|
11.8K
$1.29M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.69KNew |
$174K - $192K
|
1.69K
$185K
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.5K+ 3.18% |
$155K - $171K
|
48.8K
$5.34M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.38K+ 16.08% |
$142K - $157K
|
9.93K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3K+ 0.46% |
$134K - $148K
|
287K
$31.4M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.22KNew |
$126K - $139K
|
1.22K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.14K+ 50.07% |
$118K - $130K
|
3.42K
$375K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
950+ 27.12% |
$97.9K - $108K
|
4.45K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
800New |
$82.5K - $91.1K
|
800
$87.6K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
586+ 19.67% |
$60.4K - $66.7K
|
3.57K
$390K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
489+ 20.23% |
$50.4K - $55.7K
|
2.91K
$318K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
476+ 8.82% |
$49.1K - $54.2K
|
5.87K
$643K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
345+ 30.21% |
$35.6K - $39.3K
|
1.49K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
336+ 1.91% |
$34.6K - $38.2K
|
18K
$1.96M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
245+ 5.78% |
$25.3K - $27.9K
|
4.49K
$491K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
232New |
$23.9K - $26.4K
|
232
$25.4K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
224+ 3.66% |
$23.1K - $25.5K
|
6.35K
$695K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
224New |
$23.1K - $25.5K
|
224
$24.5K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
218+ 3.78% |
$22.5K - $24.8K
|
5.99K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
213+ 4.34% |
$22K - $24.2K
|
5.12K
$560K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
152+ 10.38% |
$15.7K - $17.3K
|
1.62K
$177K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
102+ 2.21% |
$10.5K - $11.6K
|
4.71K
$516K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97+ 3.43% |
$10K - $11K
|
2.93K
$320K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$10K - $11K
|
97
$10.6K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
90+ 2.7% |
$9.28K - $10.2K
|
3.43K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$8.76K - $9.68K
|
85
$9.3K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84+ 1.56% |
$8.66K - $9.56K
|
5.47K
$599K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69+ 10.44% |
$7.11K - $7.85K
|
730
$79.9K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
57New |
$5.88K - $6.49K
|
57
$6.24K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
56+ 2.82% |
$5.77K - $6.37K
|
2.04K
$223K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 3.69% |
$5.15K - $5.69K
|
1.41K
$154K
|