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 275 institutions that hold shares in the stock, with a total of 6.49 Million shares, which have been reported (via 13F filing form) to have a value of $705 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,232
shares
|
$242,663
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,211
shares
|
$240,379
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$238,857
0.07% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,186
shares
|
$237,661
0.12% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,142
shares
|
$232,878
0.11% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,137
shares
|
$232,334
0.02% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,041
shares
|
$221,897
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,016
shares
|
$219,179
0.18% of portfolio
|
Q3 2024
Reduced 90.01%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$217,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$217,440
0.0% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,977
shares
|
$214,939
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,954
shares
|
$212,438
0.04% of portfolio
|
Q1 2023
Added 2.14%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,648
shares
|
$179,170
0.17% of portfolio
|
Q3 2021
Reduced 1.08%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,616
shares
|
$175,691
0.02% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,554
shares
|
$168,950
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,406
shares
|
$152,860
0.07% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,292
shares
|
$140,466
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,219
shares
|
$132,529
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,125
shares
|
$122,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$119,592
0.0% of portfolio
|
Q1 2024
Added 17.65%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,090
shares
|
$118,504
0.01% of portfolio
|
Q1 2021
Reduced 21.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,049
shares
|
$114,047
0.05% of portfolio
|
Q2 2024
Reduced 38.76%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,020
shares
|
$110,894
0.01% of portfolio
|
Q1 2023
Added 4.62%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
980
shares
|
$106,545
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
872
shares
|
$94,803
0.0% of portfolio
|
Q4 2024
Reduced 97.21%
|