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 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 18.0% |
$4.64K - $5.12K
|
295
$32.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42+ 1.97% |
$4.33K - $4.78K
|
2.18K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
40+ 5.13% |
$4.12K - $4.55K
|
819
$89.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.61% |
$3.51K - $3.87K
|
5.61K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.7% |
$2.47K - $2.73K
|
3.44K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.25% |
$722 - $797
|
2.82K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.09% |
$619 - $683
|
6.97K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.09% |
$412 - $455
|
4.33K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.18% |
$412 - $455
|
2.25K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$206 - $228
|
5.23K
$572K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$206 - $228
|
2.83K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$103 - $114
|
1.6K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$103 - $114
|
500
$54.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$103 - $114
|
5.4K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$103 - $114
|
3
$328
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.04% |
$103 - $114
|
2.27K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- 0.01% |
$103 - $114
|
8.34K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-12- 0.45% |
$1.24K - $1.37K
|
2.67K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 0.07% |
$1.44K - $1.59K
|
18.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.56% |
$1.86K - $2.05K
|
3.22K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 0.29% |
$3.09K - $3.41K
|
10.2K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-51Closed |
$5.26K - $5.81K
|
0
$0
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 16.35% |
$5.36K - $5.92K
|
266
$29.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 1.15% |
$5.77K - $6.37K
|
4.82K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 61.02% |
$7.42K - $8.2K
|
46
$5.03K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-75- 2.13% |
$7.73K - $8.54K
|
3.45K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-81- 0.81% |
$8.35K - $9.22K
|
9.96K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-86- 1.75% |
$8.87K - $9.79K
|
4.84K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 2.05% |
$9.28K - $10.2K
|
4.3K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-91- 1.58% |
$9.38K - $10.4K
|
5.67K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 2.2% |
$11.5K - $12.7K
|
4.97K
$544K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-131- 2.02% |
$13.5K - $14.9K
|
6.35K
$695K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135- 0.67% |
$13.9K - $15.4K
|
20K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-138- 5.91% |
$14.2K - $15.7K
|
2.2K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-145- 0.47% |
$14.9K - $16.5K
|
30.9K
$3.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 3.68% |
$15.1K - $16.6K
|
3.82K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-152- 2.55% |
$15.7K - $17.3K
|
5.8K
$635K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-177- 2.9% |
$18.2K - $20.1K
|
5.92K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-180- 5.62% |
$18.6K - $20.5K
|
3.03K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 20.59% |
$18.6K - $20.5K
|
694
$76K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-181- 3.61% |
$18.7K - $20.6K
|
4.83K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-199- 2.94% |
$20.5K - $22.7K
|
6.56K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-201- 1.86% |
$20.7K - $22.9K
|
10.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-220- 7.41% |
$22.7K - $25K
|
2.75K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-229- 1.25% |
$23.6K - $26.1K
|
18.1K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-236- 2.44% |
$24.3K - $26.9K
|
9.43K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-246- 9.36% |
$25.4K - $28K
|
2.38K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-250- 9.85% |
$25.8K - $28.5K
|
2.29K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-253- 2.33% |
$26.1K - $28.8K
|
10.6K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-263- 1.81% |
$27.1K - $29.9K
|
14.2K
$1.56M
|