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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.42K- 37.3% |
$458K - $499K
|
7.44K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.71K- 1.64% |
$488K - $531K
|
282K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.87K- 34.25% |
$505K - $549K
|
9.36K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.93K- 6.75% |
$510K - $556K
|
68K
$7.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 24.82% |
$532K - $579K
|
15.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.31K- 2.98% |
$549K - $598K
|
173K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.36K- 56.82% |
$555K - $604K
|
4.07K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.2K- 19.24% |
$642K - $699K
|
26K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.67K- 37.14% |
$690K - $752K
|
11.3K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.44K- 31.09% |
$771K - $839K
|
16.5K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.75K- 67.78% |
$802K - $874K
|
3.69K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.05K- 26.49% |
$833K - $907K
|
22.3K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.37K- 32.82% |
$866K - $943K
|
17.1K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.46K- 23.86% |
$876K - $953K
|
27K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.1K- 32.36% |
$1.05M - $1.14M
|
21.1K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-10.3K- 40.49% |
$1.07M - $1.16M
|
15.1K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.2K- 60.19% |
$1.16M - $1.27M
|
7.44K
$781K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 21.01% |
$1.23M - $1.34M
|
44.7K
$4.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 51.28% |
$1.36M - $1.48M
|
12.4K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.9K- 91.98% |
$1.43M - $1.56M
|
1.21K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20K- 71.23% |
$2.07M - $2.25M
|
8.06K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.1K- 24.12% |
$2.29M - $2.49M
|
69.5K
$7.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-30.2K- 84.02% |
$3.13M - $3.41M
|
5.75K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 97.21% |
$3.14M - $3.42M
|
872
$91.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-56.6K- 21.44% |
$5.86M - $6.38M
|
207K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.3K- 15.42% |
$7.07M - $7.69M
|
374K
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 63.61% |
$10.7M - $11.7M
|
59.2K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-425K- 24.75% |
$44M - $47.9M
|
1.29M
$136M
|