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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,575
shares
|
$287,679
0.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,546
shares
|
$284,439
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,483
shares
|
$277,400
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
2,325
shares
|
$259,749
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
2,218
shares
|
$247,794
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,188
shares
|
$244,443
0.0% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,123
shares
|
$237,181
0.08% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,022
shares
|
$225,897
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,010
shares
|
$224,557
0.01% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$223,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,975
shares
|
$220,647
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,952
shares
|
$218,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,947
shares
|
$217,518
0.0% of portfolio
|
Q3 2025
Added 106.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,938
shares
|
$216,513
0.0% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
1,877
shares
|
$209,698
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
1,858
shares
|
$207,575
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
1,787
shares
|
$199,643
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,648
shares
|
$184,114
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,636
shares
|
$182,773
0.04% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,573
shares
|
$175,735
0.01% of portfolio
|
Q4 2025
Added 173.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,565
shares
|
$174,841
0.0% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,438
shares
|
$160,653
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,356
shares
|
$151,492
0.06% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,282
shares
|
$143,225
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,178
shares
|
$131,606
0.01% of portfolio
|
Q4 2025
Added 516.75%
|
|