Institutional Ownership First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
161
shares
|
$17,986
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
154
shares
|
$17,204
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
150
shares
|
$16,758
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
140
shares
|
$15,640
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
125
shares
|
$13,965
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
107
shares
|
$11,954
0.0% of portfolio
|
Q4 2025
Reduced 19.55%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
100
shares
|
$11,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$11,172
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
92
shares
|
$10,278
0.04% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
68
shares
|
$7,596
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
60
shares
|
$6,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
57
shares
|
$6,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
51
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
51
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
50
shares
|
$5,586
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
34
shares
|
$3,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32
shares
|
$3,575
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
32
shares
|
$3,575
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
29
shares
|
$3,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
20
shares
|
$2,234
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
20
shares
|
$2,234
0.0% of portfolio
|
Q3 2023
New holding
|
|