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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,048
shares
|
$787,402
0.0% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
7,043
shares
|
$786,843
0.25% of portfolio
|
Q3 2023
Reduced 97.11%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
7,000
shares
|
$782,040
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,740
shares
|
$752,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
6,731
shares
|
$751,987
0.56% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,724
shares
|
$751,205
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,716
shares
|
$750,311
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,537
shares
|
$730,313
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,290
shares
|
$702,718
0.06% of portfolio
|
Q3 2025
Added 258.0%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,197
shares
|
$692,328
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,186
shares
|
$691,099
0.0% of portfolio
|
Q3 2023
Reduced 3.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,180
shares
|
$690,429
0.05% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,139
shares
|
$685,849
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,129
shares
|
$684,731
0.11% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$675,235
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,002
shares
|
$670,543
0.24% of portfolio
|
Q2 2022
Added 0.4%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,769
shares
|
$644,512
0.26% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,697
shares
|
$636,468
0.26% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,600
shares
|
$625,632
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,553
shares
|
$620,381
0.05% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,483
shares
|
$612,560
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
5,472
shares
|
$611,331
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
5,459
shares
|
$609,879
0.17% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,431
shares
|
$606,751
0.33% of portfolio
|
Q4 2023
Reduced 41.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,271
shares
|
$588,876
0.01% of portfolio
|
Q3 2025
Reduced 4.53%
|
|