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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.95KNew |
$190K - $216K
|
1.95K
$213K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$186K - $212K
|
1.91K
$209K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.87KNew |
$181K - $207K
|
1.87K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 64.2% |
$180K - $205K
|
4.74K
$519K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 13.09% |
$161K - $183K
|
14.3K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.64K+ 10.86% |
$159K - $181K
|
16.7K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 3.93% |
$154K - $176K
|
41.9K
$4.59M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 9.77% |
$152K - $173K
|
17.6K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$107K - $122K
|
2.21K
$241K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
980New |
$95.3K - $109K
|
980
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
961+ 2.17% |
$93.4K - $107K
|
45.2K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
937+ 29.36% |
$91.1K - $104K
|
4.13K
$452K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
924+ 29.58% |
$89.8K - $102K
|
4.05K
$443K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
808+ 6.7% |
$78.6K - $89.6K
|
12.9K
$1.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
805+ 67.48% |
$78.3K - $89.2K
|
2K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
766+ 0.73% |
$74.5K - $84.9K
|
106K
$11.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
755+ 9.58% |
$73.4K - $83.7K
|
8.64K
$945K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
732+ 6.17% |
$71.2K - $81.1K
|
12.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
715+ 24.6% |
$69.5K - $79.3K
|
3.62K
$396K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
656+ 7.41% |
$63.8K - $72.7K
|
9.51K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
640New |
$62.2K - $70.9K
|
640
$70K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
599+ 13.3% |
$58.2K - $66.4K
|
5.1K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
535+ 1.71% |
$52K - $59.3K
|
31.9K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$48.6K - $55.4K
|
500
$54.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
477+ 20.09% |
$46.4K - $52.9K
|
2.85K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
459+ 5.4% |
$44.6K - $50.9K
|
8.96K
$980K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
450+ 12.73% |
$43.7K - $49.9K
|
3.99K
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
418New |
$40.6K - $46.3K
|
418
$45.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$38.9K - $44.3K
|
400
$43.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
367+ 9.44% |
$35.7K - $40.7K
|
4.26K
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
320+ 3.01% |
$31.1K - $35.5K
|
11K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
314+ 4.01% |
$30.5K - $34.8K
|
8.14K
$891K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
300+ 9.43% |
$29.2K - $33.3K
|
3.48K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 2.51% |
$26.1K - $29.7K
|
10.9K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
230New |
$22.4K - $25.5K
|
230
$25.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
229+ 0.69% |
$22.3K - $25.4K
|
33.3K
$3.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
224+ 2.98% |
$21.8K - $24.8K
|
7.74K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
205+ 13.39% |
$19.9K - $22.7K
|
1.74K
$190K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
205+ 8.57% |
$19.9K - $22.7K
|
2.6K
$284K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$19.4K - $22.2K
|
200
$21.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177New |
$17.2K - $19.6K
|
177
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
172+ 1.5% |
$16.7K - $19.1K
|
11.6K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
170+ 68.0% |
$16.5K - $18.8K
|
420
$46K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
157+ 6.55% |
$15.3K - $17.4K
|
2.56K
$280K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
147+ 2.39% |
$14.3K - $16.3K
|
6.29K
$689K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 0.91% |
$13.4K - $15.3K
|
15.4K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
137+ 2.14% |
$13.3K - $15.2K
|
6.53K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
131+ 6.45% |
$12.7K - $14.5K
|
2.16K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
112New |
$10.9K - $12.4K
|
112
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
112New |
$10.9K - $12.4K
|
112
$12.3K
|