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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,243
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,383
shares
|
$1.38 Million
1.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,355
shares
|
$1.38 Million
0.72% of portfolio
|
Q1 2024
Added 48.91%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
12,208
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,929
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,700
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2020
Reduced 8.76%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
10,859
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,347
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
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
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,553
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
9,420
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,151
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,069
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 129.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,905
shares
|
$994,866
0.0% of portfolio
|
Q3 2025
Reduced 39.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,776
shares
|
$980,454
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,298
shares
|
$927,052
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,293
shares
|
$926,493
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,257
shares
|
$922,472
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
8,060
shares
|
$900,463
0.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
7,948
shares
|
$887,950
0.01% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,603
shares
|
$849,407
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
7,347
shares
|
$820,806
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,169
shares
|
$800,920
0.05% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,121
shares
|
$795,558
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,111
shares
|
$794,440
0.19% of portfolio
|
Q1 2024
Added 3.8%
|
|