Institutional Ownership First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29,919
shares
|
$705,190
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
29,881
shares
|
$704,295
0.02% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
27,795
shares
|
$655,128
0.02% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
26,782
shares
|
$631,251
0.05% of portfolio
|
Q4 2024
Added 58.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,760
shares
|
$630,733
0.03% of portfolio
|
Q3 2024
Added 97.35%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
26,750
shares
|
$630,497
0.26% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
25,036
shares
|
$590,098
0.58% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
24,460
shares
|
$576,522
0.05% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
23,755
shares
|
$559,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
23,702
shares
|
$558,656
0.24% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
22,279
shares
|
$525,116
0.02% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
21,508
shares
|
$506,943
0.04% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
19,317
shares
|
$455,301
0.12% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
19,029
shares
|
$448,513
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
17,806
shares
|
$419,687
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
17,640
shares
|
$415,774
0.27% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,009
shares
|
$400,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
16,814
shares
|
$396,305
0.1% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
15,924
shares
|
$375,328
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
15,453
shares
|
$364,227
0.02% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
15,198
shares
|
$358,216
1.47% of portfolio
|
Q4 2024
Reduced 45.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
15,096
shares
|
$355,812
0.01% of portfolio
|
Q4 2024
Added 29.77%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
15,094
shares
|
$355,765
0.11% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,024
shares
|
$354,115
0.03% of portfolio
|
Q3 2024
Added 27.6%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
14,974
shares
|
$352,937
0.2% of portfolio
|
Q4 2024
New holding
|