Purchases and Sales Made in Q4 2023 in First Tr Exchange Trd Fd Healt (FXH)

FXH Quotes by TradingView

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
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
530
+ 6.26%
$47.7K - $55.1K
9K $1M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
441
+ 3.05%
$39.7K - $45.8K
14.9K $1.66M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
436
+ 1.81%
$39.3K - $45.3K
24.6K $2.74M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
384
+ 0.55%
$34.6K - $39.9K
70.4K $7.84M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
351
+ 2.52%
$31.6K - $36.5K
14.3K $1.59M
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
339
New
$30.5K - $35.2K
339 $37.8K
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
337
+ 2.5%
$30.3K - $35K
13.8K $1.54M
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
320
New
$28.8K - $33.2K
320 $35.6K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
310
+ 1.06%
$27.9K - $32.2K
29.7K $3.3M
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
280
New
$25.2K - $29.1K
280 $31.2K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
226
+ 6.16%
$20.3K - $23.5K
3.89K $434K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
200
New
$18K - $20.8K
200 $22.3K
Jan 23, 2024 Q4 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
145
+ 3.52%
$13.1K - $15.1K
4.26K $474K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
132
+ 0.71%
$11.9K - $13.7K
18.7K $2.08M
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
125
New
$11.3K - $13K
125 $13.9K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
110
New
$9.9K - $11.4K
110 $12.3K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
108
+ 43.2%
$9.72K - $11.2K
358 $39.9K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
100
New
$9K - $10.4K
100 $11.1K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
95
+ 1.02%
$8.55K - $9.87K
9.42K $1.05M
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
94
+ 9.66%
$8.46K - $9.77K
1.07K $119K
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
86
+ 1.82%
$7.74K - $8.93K
4.82K $536K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
44
New
$3.96K - $4.57K
44 $4.9K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
42
+ 0.85%
$3.78K - $4.36K
4.96K $552K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

BUY
 -
21
+ 0.42%
$1.89K - $2.18K
5.02K $559K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
20
+ 11.43%
$1.8K - $2.08K
195 $21.7K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2
+ 0.09%
$180 - $208
2.25K $250K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
2
+ 0.03%
$180 - $208
5.74K $640K
Jan 09, 2024 Q4 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
1
+ 0.04%
$90 - $104
2.82K $314K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-2
- 50.0%
$180 - $208
2 $223
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

SELL
 -
-10
- 0.21%
$900 - $1.04K
4.66K $518K
Feb 06, 2024 Q4 2023
Smart Money Group LLC

SELL
 -
-13
- 0.12%
$1.17K - $1.35K
10.8K $1.2M
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-13
- 0.54%
$1.17K - $1.35K
2.42K $269K
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-23
- 0.12%
$2.07K - $2.39K
19.1K $2.13M
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-27
- 75.0%
$2.43K - $2.81K
9 $1K
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-29
- 0.5%
$2.61K - $3.01K
5.83K $649K
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

SELL
 -
-31
- 1.36%
$2.79K - $3.22K
2.25K $251K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-41
- 23.43%
$3.69K - $4.26K
134 $14.9K
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-68
- 1.29%
$6.12K - $7.06K
5.22K $582K
Feb 13, 2024 Q4 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
SELL
 -
-75
- 42.86%
$6.75K - $7.79K
100 $11.1K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-84
- 0.55%
$7.56K - $8.73K
15.1K $1.68M
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-84
- 3.18%
$7.56K - $8.73K
2.56K $285K
Jan 25, 2024 Q4 2023
Spectrum Wealth Advisory Group, LLC

SELL
 -
-101
- 1.54%
$9.09K - $10.5K
6.45K $718K
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

SELL
 -
-124
- 1.73%
$11.2K - $12.9K
7.06K $786K
Jan 10, 2024 Q4 2023
Lake Street Financial LLC

SELL
 -
-125
- 1.27%
$11.3K - $13K
9.7K $1.08M
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-127
- 23.83%
$11.4K - $13.2K
406 $45.2K
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-128
- 8.6%
$11.5K - $13.3K
1.36K $151K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-130
- 37.46%
$11.7K - $13.5K
217 $24.2K
Feb 12, 2024 Q4 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-136
- 3.66%
$12.2K - $14.1K
3.58K $398K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-146
- 55.51%
$13.1K - $15.2K
117 $13K

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