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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,161
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2023
Added 20.2%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
14,159
shares
|
$1.57 Million
1.43% of portfolio
|
Q1 2023
Reduced 14.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,743
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,604
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,442
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.37 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,175
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,053
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,860
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 945.86%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
11,817
shares
|
$1.31 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,670
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
11,580
shares
|
$1.29 Million
0.41% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,436
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,193
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
11,077
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,628
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,377
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,225
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,983
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,927
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,900
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
9,876
shares
|
$1.1 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
9,526
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.11%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,431
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.44%
|