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 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.35K- 4.28% |
$122K - $141K
|
30.2K
$3.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.37K- 20.45% |
$123K - $142K
|
5.31K
$591K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.4K- 9.5% |
$126K - $146K
|
13.4K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 12.57% |
$130K - $150K
|
10.1K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 29.07% |
$131K - $151K
|
3.56K
$396K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.67K- 25.41% |
$150K - $174K
|
4.91K
$546K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.79K- 13.07% |
$161K - $185K
|
11.9K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.83K- 11.93% |
$165K - $190K
|
13.5K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.02K- 5.29% |
$182K - $210K
|
36.2K
$4.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.2K- 7.11% |
$198K - $229K
|
28.8K
$3.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.42K- 15.99% |
$218K - $251K
|
12.7K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.64K- 7.21% |
$237K - $274K
|
33.9K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 3.67% |
$264K - $305K
|
77.2K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.17K- 7.38% |
$285K - $329K
|
39.8K
$4.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 16.75% |
$290K - $335K
|
16K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.33K- 93.94% |
$300K - $346K
|
215
$23.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-3.51K- 7.09% |
$316K - $365K
|
46K
$5.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.78K- 41.06% |
$341K - $393K
|
5.43K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.99K- 59.94% |
$359K - $414K
|
2.67K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 13.22% |
$361K - $416K
|
26.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.99K- 19.22% |
$539K - $622K
|
25.2K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.04K- 60.13% |
$544K - $628K
|
4.01K
$446K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.11K- 20.72% |
$550K - $635K
|
23.4K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.2K- 13.12% |
$559K - $645K
|
41.1K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.26K- 5.8% |
$563K - $650K
|
102K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.48K- 7.01% |
$584K - $674K
|
86K
$9.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.78K- 64.81% |
$611K - $705K
|
3.68K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-7.15K- 77.46% |
$644K - $743K
|
2.08K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.94K- 0.48% |
$805K - $929K
|
1.87M
$209M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.95K- 55.3% |
$806K - $930K
|
7.24K
$806K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.19K- 64.07% |
$827K - $954K
|
5.15K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.6K- 39.02% |
$1.04M - $1.21M
|
18.1K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 75.36% |
$1.53M - $1.77M
|
5.57K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.6K- 3.4% |
$1.77M - $2.04M
|
558K
$62.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.9K- 99.1% |
$1.88M - $2.17M
|
189
$21K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.5K- 26.32% |
$2.3M - $2.65M
|
71.4K
$7.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.6K- 15.33% |
$2.85M - $3.29M
|
175K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.9K- 67.96% |
$2.87M - $3.31M
|
15K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.3K- 12.19% |
$3.08M - $3.56M
|
247K
$27.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-37.2K- 91.52% |
$3.35M - $3.87M
|
3.45K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.2K- 11.65% |
$3.62M - $4.18M
|
305K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.6K- 28.24% |
$3.74M - $4.32M
|
106K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-41.7K- 75.1% |
$3.76M - $4.34M
|
13.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.2K- 28.43% |
$3.8M - $4.38M
|
106K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.4K- 20.84% |
$4.45M - $5.13M
|
188K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.7K- 26.92% |
$4.48M - $5.17M
|
135K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.2K- 11.81% |
$6.41M - $7.4M
|
532K
$59.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-102K- 28.59% |
$9.15M - $10.6M
|
254K
$28.3M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-439K- 99.03% |
$39.5M - $45.6M
|
4.28K
$477K
|