Institutional Ownership First Tr Exchange Trd Fd Healt (FXH)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Healt (FXH). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
133
shares
|
$14,858
0.0% of portfolio
|
Q1 2025
Added 189.13%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
125
shares
|
$13,965
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
119
shares
|
$13,294
0.0% of portfolio
|
Q3 2025
Reduced 26.54%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$11,172
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
100
shares
|
$11,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
92
shares
|
$10,278
0.04% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
68
shares
|
$7,596
0.0% of portfolio
|
Q2 2024
Reduced 15.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
60
shares
|
$6,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
57
shares
|
$6,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
51
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
51
shares
|
$5,697
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
50
shares
|
$5,586
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
40
shares
|
$4,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
34
shares
|
$3,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
32
shares
|
$3,575
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32
shares
|
$3,575
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
31
shares
|
$3,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
29
shares
|
$3,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$2,234
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
20
shares
|
$2,234
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
14
shares
|
$1,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,340
0.0% of portfolio
|
Q2 2024
Reduced 87.37%
|
|