Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 9.53% |
$17.9M - $20.4M
|
2.11M
$224M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 26.55% |
$12.6M - $14.4M
|
620K
$65.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.8KNew |
$4.55M - $5.19M
|
46.8K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46K+ 127.31% |
$4.48M - $5.1M
|
82.2K
$8.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
43.6KNew |
$4.24M - $4.83M
|
43.6K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 19.41% |
$3.62M - $4.13M
|
229K
$24.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36.5K+ 254.07% |
$3.55M - $4.05M
|
50.9K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.3KNew |
$3.53M - $4.02M
|
36.3K
$3.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 10.35% |
$2.86M - $3.26M
|
313K
$33.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.1K+ 122.23% |
$2.54M - $2.89M
|
47.5K
$5.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
25.8KNew |
$2.51M - $2.86M
|
25.8K
$2.74M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23.3KNew |
$2.26M - $2.58M
|
23.3K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 8.05% |
$1.91M - $2.17M
|
263K
$27.9M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.6K+ 308.96% |
$1.71M - $1.95M
|
23.3K
$2.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 11.46% |
$1.63M - $1.86M
|
163K
$17.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$1.61M - $1.84M
|
16.6K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.2KNew |
$1.48M - $1.69M
|
15.2K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.5K+ 82.14% |
$1.41M - $1.6M
|
32K
$3.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14K+ 48.58% |
$1.36M - $1.55M
|
42.8K
$4.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.1KNew |
$1.28M - $1.46M
|
13.1K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.1K+ 8.73% |
$1.27M - $1.45M
|
163K
$17.2M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
12.9KNew |
$1.25M - $1.43M
|
12.9K
$1.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.7K+ 24.65% |
$1.24M - $1.41M
|
64.5K
$6.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.3K+ 172.07% |
$1.19M - $1.36M
|
19.4K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 8.01% |
$1.18M - $1.34M
|
163K
$17.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 264.96% |
$1.08M - $1.23M
|
15.3K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10K+ 56.07% |
$976K - $1.11M
|
28K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.75K+ 34.47% |
$850K - $970K
|
34.1K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.68K+ 1.88% |
$649K - $740K
|
362K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.78K+ 0.91% |
$562K - $641K
|
640K
$67.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.76K+ 64.31% |
$560K - $638K
|
14.7K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.7K+ 14.09% |
$554K - $631K
|
46.1K
$4.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.66KNew |
$550K - $628K
|
5.66K
$600K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.47K+ 36.42% |
$532K - $606K
|
20.5K
$2.17M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.94KNew |
$480K - $547K
|
4.94K
$523K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67K+ 5.26% |
$357K - $407K
|
73.5K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.41K+ 27.85% |
$331K - $378K
|
15.6K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.05KNew |
$297K - $338K
|
3.05K
$324K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$259K - $295K
|
2.66K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.66KNew |
$259K - $295K
|
2.66K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.64K+ 4.07% |
$256K - $292K
|
67.4K
$7.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.62K+ 58.55% |
$254K - $290K
|
7.08K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.55KNew |
$248K - $283K
|
2.55K
$270K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.23KNew |
$217K - $247K
|
2.23K
$236K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.22K+ 11.89% |
$216K - $246K
|
20.9K
$2.22M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.14K+ 28.69% |
$208K - $237K
|
9.59K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1K+ 16.03% |
$204K - $232K
|
15.2K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.02K+ 1.59% |
$196K - $224K
|
129K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$194K - $222K
|
2K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.98KNew |
$192K - $219K
|
1.98K
$209K
|