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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-169- 4.85% |
$15.2K - $17.6K
|
3.31K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-175- 35.14% |
$15.8K - $18.2K
|
323
$35.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-192- 2.27% |
$17.3K - $19.9K
|
8.27K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 19.46% |
$18K - $20.8K
|
828
$90.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-219- 4.27% |
$19.7K - $22.8K
|
4.9K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-221- 5.91% |
$19.9K - $23K
|
3.52K
$385K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-225- 2.83% |
$20.3K - $23.4K
|
7.74K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-227- 3.27% |
$20.4K - $23.6K
|
6.72K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-231- 5.97% |
$20.8K - $24K
|
3.64K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-245- 8.58% |
$22.1K - $25.5K
|
2.61K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-253- 95.47% |
$22.8K - $26.3K
|
12
$1.31K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-258- 1.16% |
$23.2K - $26.8K
|
22K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-270- 7.31% |
$24.3K - $28.1K
|
3.43K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 11.54% |
$26.9K - $31.1K
|
2.29K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 52.17% |
$27K - $31.2K
|
275
$30.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-306- 4.89% |
$27.6K - $31.8K
|
5.95K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-326- 63.18% |
$29.4K - $33.9K
|
190
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-361- 6.09% |
$32.5K - $37.5K
|
5.57K
$609K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-412- 10.49% |
$37.1K - $42.8K
|
3.52K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-435- 5.69% |
$39.2K - $45.2K
|
7.22K
$790K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-441- 11.15% |
$39.7K - $45.8K
|
3.51K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-448- 0.67% |
$40.3K - $46.5K
|
66.8K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-468- 17.61% |
$42.1K - $48.6K
|
2.19K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-505- 3.91% |
$45.5K - $52.5K
|
12.4K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-522- 5.41% |
$47K - $54.2K
|
9.13K
$999K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-545- 0.88% |
$49.1K - $56.6K
|
61.7K
$6.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-572- 72.41% |
$51.5K - $59.4K
|
218
$23.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-648- 13.3% |
$58.3K - $67.3K
|
4.22K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-650- 24.36% |
$58.5K - $67.5K
|
2.02K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-656- 21.6% |
$59.1K - $68.2K
|
2.38K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-692- 16.43% |
$62.3K - $71.9K
|
3.52K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-708- 67.17% |
$63.7K - $73.6K
|
346
$37.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-711- 9.39% |
$64K - $73.9K
|
6.86K
$751K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-723- 6.88% |
$65.1K - $75.1K
|
9.79K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-741- 16.66% |
$66.7K - $77K
|
3.71K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-785- 7.76% |
$70.7K - $81.6K
|
9.33K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-840- 25.93% |
$75.6K - $87.3K
|
2.4K
$263K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-889- 9.41% |
$80K - $92.4K
|
8.56K
$937K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-891- 16.97% |
$80.2K - $92.6K
|
4.36K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-896- 11.6% |
$80.7K - $93.1K
|
6.83K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-905- 7.04% |
$81.5K - $94K
|
11.9K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-909- 28.07% |
$81.8K - $94.4K
|
2.33K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-932- 10.1% |
$83.9K - $96.8K
|
8.3K
$908K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-983- 15.97% |
$88.5K - $102K
|
5.17K
$566K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.03K- 13.1% |
$93K - $107K
|
6.85K
$750K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 7.65% |
$99.2K - $114K
|
13.3K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 3.62% |
$111K - $128K
|
32.7K
$3.58M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.27K- 7.96% |
$114K - $132K
|
14.7K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.28K- 28.74% |
$115K - $133K
|
3.17K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.32K- 28.74% |
$119K - $137K
|
3.28K
$358K
|