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 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-250- 9.85% |
$25.8K - $28.5K
|
2.29K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-253- 2.33% |
$26.1K - $28.8K
|
10.6K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-263- 1.81% |
$27.1K - $29.9K
|
14.2K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-270- 3.14% |
$27.8K - $30.7K
|
8.34K
$929K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-284- 3.83% |
$29.3K - $32.3K
|
7.14K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-337- 5.78% |
$34.7K - $38.4K
|
5.5K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-344- 5.5% |
$35.5K - $39.2K
|
5.91K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-374- 1.17% |
$38.6K - $42.6K
|
31.6K
$3.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 45.75% |
$44.9K - $49.6K
|
517
$57.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-438- 4.01% |
$45.2K - $49.9K
|
10.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-463- 8.6% |
$47.7K - $52.7K
|
4.92K
$548K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-563- 34.56% |
$58K - $64.1K
|
1.07K
$119K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-567- 18.71% |
$58.5K - $64.5K
|
2.46K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-630- 4.6% |
$64.9K - $71.7K
|
13.1K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-702- 2.51% |
$72.4K - $79.9K
|
27.3K
$3.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-764- 23.72% |
$78.8K - $87K
|
2.46K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-780- 10.21% |
$80.4K - $88.8K
|
6.86K
$764K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-883- 8.86% |
$91K - $101K
|
9.09K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.02K- 1.56% |
$105K - $116K
|
64.2K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 2.87% |
$108K - $119K
|
35.4K
$3.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 9.1% |
$114K - $126K
|
11.1K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 21.73% |
$118K - $130K
|
4.12K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 16.82% |
$132K - $146K
|
6.34K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.3K- 23.4% |
$134K - $148K
|
4.24K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 42.35% |
$164K - $182K
|
2.17K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.62K- 12.52% |
$166K - $184K
|
11.3K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 12.16% |
$172K - $190K
|
12.1K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.71K- 6.6% |
$176K - $195K
|
24.2K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.77K- 4.43% |
$182K - $201K
|
38.1K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 12.4% |
$186K - $205K
|
12.7K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.87K- 13.65% |
$192K - $213K
|
11.8K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 41.31% |
$197K - $217K
|
2.71K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.91K- 1.06% |
$197K - $217K
|
178K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.15K- 7.79% |
$222K - $245K
|
25.5K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.56K- 2.46% |
$264K - $291K
|
102K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 17.99% |
$271K - $299K
|
12K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.76K- 19.41% |
$284K - $314K
|
11.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 22.22% |
$306K - $338K
|
10.4K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.09K- 32.54% |
$319K - $352K
|
6.41K
$714K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.17K- 51.86% |
$326K - $360K
|
2.94K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.84K- 25.55% |
$396K - $437K
|
11.2K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08K- 34.71% |
$421K - $465K
|
7.68K
$856K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.11K- 10.99% |
$423K - $467K
|
33.3K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.26K- 22.03% |
$439K - $484K
|
15.1K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.29K- 10.97% |
$442K - $488K
|
34.8K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.38K- 13.51% |
$451K - $498K
|
28K
$3.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.42K- 42.18% |
$455K - $503K
|
6.06K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.77K- 15.75% |
$492K - $543K
|
25.5K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.82K- 61.48% |
$496K - $548K
|
3.02K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.04K- 41.47% |
$519K - $573K
|
7.11K
$791K
|