Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
186+ 3.65% |
$19.2K - $21.3K
|
5.29K
$555K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 1.96% |
$16.9K - $18.8K
|
8.52K
$895K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
155+ 1.39% |
$16K - $17.7K
|
11.3K
$1.19M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
150New |
$15.4K - $17.2K
|
150
$15.8K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
130+ 1.02% |
$13.4K - $14.9K
|
12.9K
$1.36M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
130+ 5.41% |
$13.4K - $14.9K
|
2.53K
$266K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
129New |
$13.3K - $14.8K
|
129
$13.6K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
128+ 1.51% |
$13.2K - $14.6K
|
8.63K
$906K
|
|
Apr 09, 2021
Q1 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
117+ 2.11% |
$12K - $13.4K
|
5.65K
$594K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102+ 2.18% |
$10.5K - $11.7K
|
4.77K
$502K
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 3.07% |
$10.3K - $11.4K
|
3.36K
$352K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73+ 0.51% |
$7.52K - $8.35K
|
14.4K
$1.52M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.15% |
$5.15K - $5.72K
|
2.38K
$249K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49+ 0.77% |
$5.05K - $5.6K
|
6.43K
$675K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
37+ 1.02% |
$3.81K - $4.23K
|
3.68K
$387K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 1.68% |
$3.09K - $3.43K
|
1.81K
$191K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.13% |
$2.68K - $2.97K
|
2.32K
$244K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.46% |
$1.03K - $1.14K
|
2.16K
$227K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.05% |
$721 - $801
|
13.9K
$1.46M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.1% |
$618 - $686
|
6.27K
$659K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$412 - $458
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19- 0.14% |
$1.96K - $2.17K
|
14K
$1.47M
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-47- 14.03% |
$4.84K - $5.38K
|
288
$30.3K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 10.2% |
$5.15K - $5.72K
|
440
$46.2K
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 2.44% |
$5.15K - $5.72K
|
2K
$210K
|
|
May 04, 2021
Q1 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-51- 2.68% |
$5.25K - $5.83K
|
1.85K
$194K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-61- 2.06% |
$6.28K - $6.98K
|
2.9K
$305K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-72Closed |
$7.41K - $8.24K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 33.33% |
$7.72K - $8.58K
|
150
$15.8K
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-77- 0.35% |
$7.93K - $8.81K
|
22K
$2.31M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-80- 0.95% |
$8.24K - $9.15K
|
8.32K
$874K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87- 1.34% |
$8.96K - $9.95K
|
6.39K
$671K
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-100- 1.27% |
$10.3K - $11.4K
|
7.76K
$815K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$10.3K - $11.4K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110- 1.75% |
$11.3K - $12.6K
|
6.16K
$647K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118- 0.04% |
$12.2K - $13.5K
|
335K
$35.2M
|
|
May 20, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-120- 3.67% |
$12.4K - $13.7K
|
3.15K
$331K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-121Closed |
$12.5K - $13.8K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-124Closed |
$12.8K - $14.2K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-130- 5.14% |
$13.4K - $14.9K
|
2.4K
$252K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-137Closed |
$14.1K - $15.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.87% |
$14.3K - $15.9K
|
15.8K
$1.65M
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-140Closed |
$14.4K - $16K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-165Closed |
$17K - $18.9K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-182- 1.62% |
$18.7K - $20.8K
|
11K
$1.16M
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-184Closed |
$18.9K - $21K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$20.6K - $22.9K
|
0
$0
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 62.25% |
$22.2K - $24.7K
|
131
$13.8K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-220- 3.22% |
$22.7K - $25.2K
|
6.62K
$695K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-225- 3.24% |
$23.2K - $25.7K
|
6.72K
$706K
|