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 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
110New |
$10.7K - $12.2K
|
110
$12K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.31% |
$9.62K - $11K
|
32.3K
$3.54M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91New |
$8.85K - $10.1K
|
91
$9.96K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
85New |
$8.26K - $9.42K
|
85
$9.3K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
67+ 2.23% |
$6.51K - $7.43K
|
3.07K
$336K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
65+ 1.24% |
$6.32K - $7.2K
|
5.3K
$580K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
65+ 0.67% |
$6.32K - $7.2K
|
9.7K
$1.06M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
62+ 0.47% |
$6.03K - $6.87K
|
13.2K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
59New |
$5.74K - $6.54K
|
59
$6.46K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
46+ 0.15% |
$4.47K - $5.1K
|
29.9K
$3.28M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.39% |
$2.72K - $3.1K
|
7.3K
$799K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16+ 9.09% |
$1.56K - $1.77K
|
192
$21K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$1.36K - $1.55K
|
2.99K
$327K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12+ 0.09% |
$1.17K - $1.33K
|
13.1K
$1.43M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$486 - $554
|
5.77K
$632K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.13% |
$292 - $333
|
2.37K
$260K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$194 - $222
|
5.38K
$588K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.09% |
$194 - $222
|
2.24K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.09% |
$97.2 - $111
|
1.05K
$115K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$97.2 - $111
|
6.27K
$686K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$97.2 - $111
|
497
$54.4K
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-1- 0.01% |
$97.2 - $111
|
14.2K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- -0.0% |
$97.2 - $111
|
32.8K
$3.59M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10- 0.08% |
$972 - $1.11K
|
11.8K
$1.29M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-17- 0.56% |
$1.65K - $1.88K
|
3.03K
$332K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-18- 0.36% |
$1.75K - $2K
|
5.04K
$551K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19- 0.82% |
$1.85K - $2.11K
|
2.29K
$251K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-24- 0.94% |
$2.33K - $2.66K
|
2.54K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25- 0.34% |
$2.43K - $2.77K
|
7.37K
$807K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-34- 1.47% |
$3.31K - $3.77K
|
2.28K
$250K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-34- 1.4% |
$3.31K - $3.77K
|
2.39K
$261K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-42- 3.65% |
$4.08K - $4.66K
|
1.11K
$121K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45- 1.58% |
$4.37K - $4.99K
|
2.8K
$306K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 0.73% |
$4.37K - $4.99K
|
6.11K
$668K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-50- 0.66% |
$4.86K - $5.54K
|
7.48K
$819K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-51- 4.97% |
$4.96K - $5.65K
|
975
$107K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-53- 0.25% |
$5.15K - $5.87K
|
21K
$2.3M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 0.64% |
$5.83K - $6.65K
|
9.36K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-63- 2.42% |
$6.12K - $6.98K
|
2.54K
$278K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-87- 3.39% |
$8.46K - $9.64K
|
2.48K
$272K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-143- 3.14% |
$13.9K - $15.9K
|
4.41K
$482K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-151- 1.68% |
$14.7K - $16.7K
|
8.83K
$966K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-176- 0.55% |
$17.1K - $19.5K
|
31.6K
$3.46M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 7.21% |
$19.4K - $22.2K
|
2.57K
$282K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 3.02% |
$19.4K - $22.2K
|
6.43K
$704K
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-212- 7.35% |
$20.6K - $23.5K
|
2.67K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-227- 9.6% |
$22.1K - $25.2K
|
2.14K
$234K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-230- 7.17% |
$22.4K - $25.5K
|
2.98K
$326K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-300- 12.45% |
$29.2K - $33.3K
|
2.11K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-307- 2.37% |
$29.8K - $34K
|
12.7K
$1.39M
|