Latest Institutional Purchases of First Tr Exchange Trd Fd Healt (FXH)
This list provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Healt (FXH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
102New |
$9.84K - $11.4K
|
102
$9.81K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$4.82K - $5.57K
|
50
$4.81K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.23% |
$1.06K - $1.23K
|
4.7K
$452K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.3KNew |
$321K - $391K
|
3.3K
$318K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$237K - $289K
|
2.44K
$235K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$202K - $246K
|
2.08K
$200K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3KNew |
$126K - $154K
|
1.3K
$125K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
309New |
$30K - $36.7K
|
309
$29.7K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
270New |
$26.2K - $32K
|
270
$26K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
158New |
$15.4K - $18.7K
|
158
$15.2K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
145New |
$14.1K - $17.2K
|
145
$14K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
84+ 4.31% |
$8.16K - $9.96K
|
2.03K
$196K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
24+ 0.4% |
$2.33K - $2.85K
|
6K
$578K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.8KNew |
$5.61M - $6.47M
|
52.8K
$5.08M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
52.4KNew |
$5.57M - $6.42M
|
52.4K
$5.04M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
900New |
$95.6K - $110K
|
900
$86.6K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$42.5K - $49K
|
400
$38.5K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
326New |
$34.6K - $39.9K
|
326
$31.4K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$31.9K - $36.8K
|
300
$28.9K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$15.9K - $18.4K
|
150
$14.4K
|
|
Q4 2021 | |||||||
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
15.1KNew |
$1.74M - $1.88M
|
15.1K
$1.45M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.25KNew |
$605K - $655K
|
5.25K
$505K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
825+ 43.6% |
$95.1K - $103K
|
2.72K
$261K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
700New |
$80.7K - $87.3K
|
700
$67.4K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
70New |
$8.07K - $8.73K
|
70
$6.74K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
30New |
$3.46K - $3.74K
|
30
$2.89K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.31K - $2.49K
|
20
$1.92K
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
76.1KNew |
$8.91M - $9.75M
|
76.1K
$7.32M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
43.5KNew |
$5.09M - $5.57M
|
43.5K
$4.19M
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32New |
$3.5K - $3.76K
|
32
$3.08K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$547 - $588
|
5
$481
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$47.8K - $53.1K
|
464
$44.6K
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
547New |
$51.5K - $59K
|
547
$52.6K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
60New |
$5.65K - $6.47K
|
60
$5.77K
|
|
Q3 2020 | |||||||
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.36KNew |
$122K - $133K
|
1.36K
$131K
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
133New |
$11.9K - $12.9K
|
133
$12.8K
|
|
Q2 2020 | |||||||
Jul 24, 2020
Q2 2020
|
Rothschild Investment Corp
|
BUY
|
- |
2.5KNew |
$177K - $229K
|
2.5K
$241K
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
450New |
$31.8K - $41.2K
|
450
$43.3K
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
130New |
$9.23K - $10.1K
|
130
$12.5K
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
68.4KNew |
$4.52M - $5.33M
|
68.4K
$6.58M
|
|
Q4 2018 | |||||||
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
155New |
$9.92K - $13.1K
|
155
$14.9K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
96.3KNew |
$7.18M - $8.17M
|
96.3K
$9.26M
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$821K - $934K
|
11K
$1.06M
|
|
Q1 2018 | |||||||
May 08, 2018
Q1 2018
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32New |
$2.19K - $2.45K
|
32
$3.08K
|
|
Q2 2016 | |||||||
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7.97KNew |
N/A
|
7.97K
$766K
|