Latest Institutional Transactions on First Tr Exchange Trd Fd Healt (FXH)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Healt (FXH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.64K- 7.21% |
$237K - $274K
|
33.9K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.97KNew |
$177K - $204K
|
1.97K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$247K - $285K
|
2.74K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-146- 55.51% |
$13.1K - $15.2K
|
117
$12.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-441- 11.15% |
$39.7K - $45.8K
|
3.51K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
200New |
$18K - $20.8K
|
200
$21.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-175- 35.14% |
$15.8K - $18.2K
|
323
$34.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.2K- 7.11% |
$198K - $229K
|
28.8K
$3.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.79KNew |
$251K - $290K
|
2.79K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 52.17% |
$27K - $31.2K
|
275
$29.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.13KNew |
$191K - $221K
|
2.13K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
876New |
$78.9K - $91K
|
876
$94.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.78K- 41.06% |
$341K - $393K
|
5.43K
$586K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 88.24% |
$4.37K - $4.88K
|
96
$10.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146New |
$14.2K - $15.8K
|
146
$15.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.75K- 23.32% |
$170K - $189K
|
5.74K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
185+ 4.56% |
$18K - $20.1K
|
4.24K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-650- 16.13% |
$63.2K - $70.6K
|
3.38K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.4K- 71.23% |
$1.01M - $1.13M
|
4.2K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.64KNew |
$451K - $503K
|
4.64K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19K+ 1628.77% |
$116K - $129K
|
1.26K
$136K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$918K - $1.03M
|
9.45K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-237K- 97.11% |
$23M - $25.7M
|
7.04K
$760K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.13% |
$19.4K - $21.7K
|
6.19K
$668K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-392- 0.9% |
$38.1K - $42.5K
|
43K
$4.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 80.0% |
$3.89K - $4.34K
|
10
$1.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 20.2% |
$231K - $258K
|
14.2K
$1.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
140+ 5.04% |
$13.6K - $15.2K
|
2.92K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
278New |
$27K - $30.2K
|
278
$30K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.25K - $5.86K
|
54
$5.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
252+ 9.41% |
$24.5K - $27.4K
|
2.93K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20New |
$1.94K - $2.17K
|
20
$2.16K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
41.9KNew |
$4.27M - $4.65M
|
41.9K
$4.52M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 10.0% |
$1.02K - $1.11K
|
110
$11.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 5.49% |
$12.2K - $13.3K
|
2.06K
$223K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 57.13% |
$257K - $280K
|
1.9K
$205K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
40KNew |
$4.07M - $4.43M
|
40K
$4.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.52KNew |
$665K - $723K
|
6.52K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-243- 11.14% |
$24.8K - $27K
|
1.94K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-663- 19.97% |
$67.6K - $73.6K
|
2.66K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$215K - $234K
|
2.11K
$228K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.97KNew |
$201K - $219K
|
1.97K
$213K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.6KNew |
$571K - $621K
|
5.6K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
349New |
$35.6K - $38.7K
|
349
$37.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-71- 0.85% |
$7.24K - $7.88K
|
8.3K
$896K
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
29.3KNew |
$2.99M - $3.25M
|
29.3K
$3.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$202K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.5K- 81.53% |
$1.89M - $2.06M
|
4.2K
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
PUT |
-800- 11.11% |
$81.6K - $88.8K
|
6.4K
$691K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$102K - $111K
|
1K
$108K
|
|