Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79.7KNew |
$8.25M - $8.99M
|
79.7K
$8.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8.74KNew |
$905K - $985K
|
8.74K
$970K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.16KNew |
$535K - $582K
|
5.16K
$573K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.47KNew |
$462K - $504K
|
4.47K
$496K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.23KNew |
$231K - $252K
|
2.23K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 57.24% |
$174K - $189K
|
4.6K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
817+ 6.93% |
$84.6K - $92.1K
|
12.6K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
470+ 16.86% |
$48.7K - $53K
|
3.26K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400New |
$41.4K - $45.1K
|
400
$44.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
294+ 2.6% |
$30.4K - $33.1K
|
11.6K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190+ 19000.0% |
$19.7K - $21.4K
|
191
$21.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
146+ 7.16% |
$15.1K - $16.5K
|
2.19K
$243K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 11.95% |
$6.73K - $7.33K
|
609
$67.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54+ 2.38% |
$5.59K - $6.09K
|
2.32K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11+ 0.56% |
$1.14K - $1.24K
|
1.98K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.07% |
$207 - $225
|
2.83K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$104 - $113
|
401
$44.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$104 - $113
|
18.7K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 0.24% |
$932 - $1.01K
|
3.81K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.55% |
$1.86K - $2.03K
|
3.25K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.57% |
$2.8K - $3.04K
|
4.73K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 1.93% |
$4.35K - $4.73K
|
2.14K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-47- 2.94% |
$4.87K - $5.3K
|
1.55K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-50- 0.76% |
$5.18K - $5.64K
|
6.51K
$723K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-58- 2.56% |
$6K - $6.54K
|
2.21K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-70- 1.22% |
$7.25K - $7.89K
|
5.67K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 23.49% |
$7.25K - $7.89K
|
228
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-87- 0.87% |
$9.01K - $9.81K
|
9.88K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102- 3.61% |
$10.6K - $11.5K
|
2.72K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-121- 4.54% |
$12.5K - $13.6K
|
2.54K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-130- 3.0% |
$13.5K - $14.7K
|
4.2K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.62% |
$16K - $17.5K
|
5.77K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-176- 1.47% |
$18.2K - $19.8K
|
11.8K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186- 4.18% |
$19.3K - $21K
|
4.27K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195- 2.73% |
$20.2K - $22K
|
6.95K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 3.7% |
$20.7K - $22.5K
|
5.2K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.37% |
$22.2K - $24.1K
|
6.14K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-227- 8.08% |
$23.5K - $25.6K
|
2.58K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-241- 3.51% |
$25K - $27.2K
|
6.62K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-470- 15.99% |
$48.7K - $53K
|
2.47K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.53% |
$51.8K - $56.4K
|
2.53K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-607- 22.08% |
$62.8K - $68.4K
|
2.14K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 6.01% |
$66.1K - $71.9K
|
9.98K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-694- 95.07% |
$71.8K - $78.2K
|
36
$4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-775- 14.82% |
$80.2K - $87.4K
|
4.45K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-887- 10.64% |
$91.8K - $100K
|
7.45K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-895- 6.85% |
$92.7K - $101K
|
12.2K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-900- 15.32% |
$93.2K - $101K
|
4.97K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 24.29% |
$104K - $113K
|
3.12K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.01K- 95.12% |
$105K - $114K
|
52
$5.77K
|