Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.37% |
$22.2K - $24.1K
|
6.14K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-227- 8.08% |
$23.5K - $25.6K
|
2.58K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-241- 3.51% |
$25K - $27.2K
|
6.62K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-285- 4.91% |
$29.5K - $32.1K
|
5.51K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-326- 11.22% |
$33.8K - $36.7K
|
2.58K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-375- 7.33% |
$38.8K - $42.3K
|
4.74K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-431- 7.19% |
$44.6K - $48.6K
|
5.56K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-459- 8.39% |
$47.5K - $51.7K
|
5.01K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-470- 15.99% |
$48.7K - $53K
|
2.47K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.53% |
$51.8K - $56.4K
|
2.53K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-538- 15.09% |
$55.7K - $60.6K
|
3.03K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-607- 22.08% |
$62.8K - $68.4K
|
2.14K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 6.01% |
$66.1K - $71.9K
|
9.98K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-694- 95.07% |
$71.8K - $78.2K
|
36
$3.78K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-726- 14.61% |
$75.2K - $81.8K
|
4.24K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-743- 2.35% |
$76.9K - $83.8K
|
30.9K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-775- 14.82% |
$80.2K - $87.4K
|
4.45K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-775- 2.23% |
$80.2K - $87.4K
|
34K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-809- 8.15% |
$83.8K - $91.2K
|
9.12K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-811- 26.88% |
$84K - $91.4K
|
2.21K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-879- 25.52% |
$91K - $99.1K
|
2.57K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-887- 10.64% |
$91.8K - $100K
|
7.45K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-895- 6.85% |
$92.7K - $101K
|
12.2K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-900- 15.32% |
$93.2K - $101K
|
4.97K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 24.29% |
$104K - $113K
|
3.12K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.01K- 95.12% |
$105K - $114K
|
52
$5.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 10.1% |
$110K - $119K
|
9.42K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.12K- 23.74% |
$116K - $126K
|
3.6K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.13K- 26.52% |
$116K - $127K
|
3.12K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 12.41% |
$117K - $127K
|
7.96K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.26K- 36.7% |
$131K - $142K
|
2.18K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 16.78% |
$145K - $158K
|
6.94K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.43K- 11.18% |
$148K - $161K
|
11.3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43K- 13.77% |
$148K - $161K
|
8.95K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.44K- 7.96% |
$149K - $163K
|
16.7K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.47K- 59.95% |
$152K - $166K
|
984
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 21.7% |
$153K - $167K
|
5.35K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 19.56% |
$156K - $169K
|
6.18K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.51K- 3.08% |
$156K - $170K
|
47.3K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.8K- 17.66% |
$186K - $203K
|
8.4K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09K- 32.97% |
$216K - $236K
|
4.25K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.17K- 99.91% |
$225K - $244K
|
2
$210
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.35K- 7.06% |
$243K - $265K
|
30.9K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 29.12% |
$257K - $280K
|
6.04K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.66K- 22.51% |
$275K - $300K
|
9.15K
$961K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 2.75% |
$289K - $315K
|
98.8K
$10.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.91K- 24.16% |
$301K - $328K
|
9.14K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.96K- 7.75% |
$306K - $333K
|
35.2K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.16K- 28.55% |
$327K - $357K
|
7.91K
$831K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 11.0% |
$352K - $383K
|
27.5K
$2.89M
|