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 273 institutions that hold shares in the stock, with a total of 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
31,246
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,232
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 43.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
30,912
shares
|
$3.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,880
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,376
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
28,788
shares
|
$3.2 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.11%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
28,021
shares
|
$3.11 Million
0.46% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
27,251
shares
|
$3.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
26,991
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.86%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
25,618
shares
|
$2.84 Million
3.8% of portfolio
|
Q3 2022
Reduced 5.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,488
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
25,436
shares
|
$2.82 Million
1.48% of portfolio
|
Q3 2024
Added 68.03%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
24,432
shares
|
$2.71 Million
0.39% of portfolio
|
Q3 2024
Reduced 21.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
24,188
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
24,003
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2024
Added 10.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,982
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
18,731
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,682
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,126
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 1354.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
18,122
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,954
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
15,551
shares
|
$1.73 Million
0.24% of portfolio
|
Q4 2024
Reduced 24.82%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
15,079
shares
|
$1.67 Million
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,067
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,482
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2024
Added 2.99%
|