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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
13,970
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2025
Added 11639.5%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,372
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,243
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,383
shares
|
$1.38 Million
1.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.38 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
12,208
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,929
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
10,859
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,347
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,225
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,553
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
9,243
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,151
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,069
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 129.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,905
shares
|
$994,866
0.0% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,776
shares
|
$980,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,298
shares
|
$927,052
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,293
shares
|
$926,493
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,257
shares
|
$922,472
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
8,177
shares
|
$913,534
0.01% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
7,960
shares
|
$889,291
0.12% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,603
shares
|
$849,407
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
7,412
shares
|
$828,068
0.0% of portfolio
|
Q3 2025
Added 64.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
7,347
shares
|
$820,806
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|