Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
38.3KNew |
$4.19M - $4.36M
|
38.3K
$4.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 11639.5% |
$1.52M - $1.58M
|
14K
$1.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.97KNew |
$325K - $338K
|
2.97K
$331K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.22KNew |
$243K - $253K
|
2.22K
$248K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.79KNew |
$196K - $204K
|
1.79K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.08KNew |
$119K - $124K
|
1.08K
$121K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
998+ 173.57% |
$109K - $114K
|
1.57K
$176K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
987+ 516.75% |
$108K - $113K
|
1.18K
$132K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
650+ 24.02% |
$71.2K - $74.1K
|
3.36K
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
229+ 6.51% |
$25.1K - $26.1K
|
3.75K
$419K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 2.88% |
$25.1K - $26.1K
|
8.18K
$914K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
150New |
$16.4K - $17.1K
|
150
$16.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
140New |
$15.3K - $16K
|
140
$15.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.13% |
$548 - $570
|
4.01K
$447K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.99% |
$329 - $342
|
305
$34.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3New |
$329 - $342
|
3
$335
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.25% |
$110 - $114
|
404
$45.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$110 - $114
|
4.31K
$482K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 19.55% |
$2.85K - $2.97K
|
107
$12K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 3.56% |
$5.48K - $5.7K
|
1.36K
$151K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-57- 1.34% |
$6.25K - $6.5K
|
4.21K
$470K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 1.24% |
$11K - $11.4K
|
7.96K
$889K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-151- 11.69% |
$16.5K - $17.2K
|
1.14K
$127K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-170- 5.98% |
$18.6K - $19.4K
|
2.68K
$299K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 1.88% |
$19.4K - $20.2K
|
9.24K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-233- 3.7% |
$25.5K - $26.6K
|
6.06K
$677K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-305- 4.53% |
$33.4K - $34.8K
|
6.43K
$718K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-480- 2.69% |
$52.6K - $54.7K
|
17.4K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-7.86K- 23.79% |
$862K - $897K
|
25.2K
$2.81M
|
|