Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
443KNew |
$39.9M - $46.1M
|
443K
$48.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 7.06% |
$11.1M - $12.8M
|
1.87M
$205M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
90.2K+ 705.43% |
$8.12M - $9.37M
|
103K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 21.54% |
$1.61M - $1.86M
|
101K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.5KNew |
$1.3M - $1.5M
|
14.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.14KNew |
$823K - $949K
|
9.14K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.38K+ 50.49% |
$754K - $870K
|
25K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.09K+ 34.74% |
$728K - $840K
|
31.4K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.1K+ 19.07% |
$639K - $738K
|
44.3K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7KNew |
$630K - $727K
|
7K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.9KNew |
$531K - $613K
|
5.9K
$645K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.48KNew |
$494K - $570K
|
5.48K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.78K+ 260.65% |
$431K - $497K
|
6.62K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53K+ 41.12% |
$408K - $471K
|
15.6K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3.85KNew |
$346K - $400K
|
3.85K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.78KNew |
$341K - $393K
|
3.78K
$414K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.54KNew |
$319K - $368K
|
3.54K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.47KNew |
$312K - $360K
|
3.47K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.96KNew |
$266K - $307K
|
2.96K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 57.14% |
$252K - $291K
|
7.7K
$843K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.79KNew |
$251K - $290K
|
2.79K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.79KNew |
$251K - $289K
|
2.79K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.79K+ 107.99% |
$251K - $289K
|
5.36K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$247K - $285K
|
2.74K
$300K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.61KNew |
$235K - $271K
|
2.61K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$199K - $230K
|
2.22K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.21K+ 58.17% |
$199K - $230K
|
6.01K
$658K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 56.97% |
$199K - $229K
|
6.08K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.17KNew |
$196K - $226K
|
2.17K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13KNew |
$192K - $221K
|
2.13K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.13KNew |
$191K - $221K
|
2.13K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$180K - $208K
|
2K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.94KNew |
$175K - $201K
|
1.94K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.94K+ 10.32% |
$174K - $201K
|
20.7K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.71KNew |
$154K - $178K
|
1.71K
$187K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.35KNew |
$121K - $140K
|
1.35K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.21K+ 11.46% |
$109K - $126K
|
11.8K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 9.17% |
$92K - $106K
|
12.2K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
965+ 1.67% |
$86.9K - $100K
|
58.7K
$6.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
952+ 5.47% |
$85.7K - $98.9K
|
18.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
896+ 4.08% |
$80.7K - $93.1K
|
22.9K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
876New |
$78.9K - $91K
|
876
$95.9K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
848+ 13.75% |
$76.4K - $88.1K
|
7.02K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
831+ 18.45% |
$74.8K - $86.3K
|
5.33K
$584K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
811+ 8.93% |
$73K - $84.3K
|
9.89K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
722+ 7.75% |
$65K - $75K
|
10K
$1.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
692New |
$62.3K - $71.9K
|
692
$75.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
567+ 5.56% |
$51.1K - $58.9K
|
10.8K
$1.18M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
536New |
$48.3K - $55.7K
|
536
$58.7K
|