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 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $555 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,163
shares
|
$582,334
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,096
shares
|
$574,777
0.0% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,942
shares
|
$557,408
0.0% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,751
shares
|
$535,865
0.34% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,728
shares
|
$533,271
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,721
shares
|
$532,481
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,696
shares
|
$529,661
0.04% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$525,037
0.13% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,624
shares
|
$521,540
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,619
shares
|
$520,977
0.03% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,409
shares
|
$497,291
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
4,383
shares
|
$494,358
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
4,383
shares
|
$494,358
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,310
shares
|
$486,124
0.01% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,300
shares
|
$484,997
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,265
shares
|
$481,049
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,262
shares
|
$480,710
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,139
shares
|
$466,837
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,080
shares
|
$460,183
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,074
shares
|
$459,506
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,058
shares
|
$457,701
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,050
shares
|
$456,799
0.02% of portfolio
|
Q1 2023
Reduced 4.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$451,160
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,985
shares
|
$449,468
0.67% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,959
shares
|
$446,535
0.04% of portfolio
|
Q3 2025
Added 66.55%
|