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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,169
shares
|
$800,920
0.05% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,121
shares
|
$795,558
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$794,440
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,048
shares
|
$787,402
0.0% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$786,843
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
7,000
shares
|
$782,040
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,740
shares
|
$752,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,724
shares
|
$751,205
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,716
shares
|
$750,311
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,537
shares
|
$730,313
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
6,426
shares
|
$717,912
0.51% of portfolio
|
Q4 2025
Reduced 4.53%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,197
shares
|
$692,328
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$691,099
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,180
shares
|
$690,429
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,139
shares
|
$685,849
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,129
shares
|
$684,731
0.11% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
6,057
shares
|
$676,688
0.05% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$670,543
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,769
shares
|
$644,512
0.26% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,697
shares
|
$636,468
0.26% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$625,632
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,553
shares
|
$620,381
0.05% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,483
shares
|
$612,560
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
5,472
shares
|
$611,331
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
5,459
shares
|
$609,879
0.17% of portfolio
|
Q3 2025
Reduced 0.24%
|
|