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 |
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
349
shares
|
$39,363
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$37,220
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
326
shares
|
$36,769
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
320
shares
|
$36,092
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
306
shares
|
$34,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
302
shares
|
$34,062
0.0% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
301
shares
|
$33,949
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
300
shares
|
$33,837
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
228
shares
|
$25,716
0.02% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
223
shares
|
$25,152
0.02% of portfolio
|
Q1 2025
Reduced 28.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
223
shares
|
$25,152
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
219
shares
|
$24,701
0.0% of portfolio
|
Q3 2025
Reduced 38.66%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
218
shares
|
$24,588
0.0% of portfolio
|
Q1 2025
Added 198.63%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
216
shares
|
$24,362
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
210
shares
|
$23,685
0.01% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
200
shares
|
$22,558
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
191
shares
|
$21,542
0.0% of portfolio
|
Q4 2024
Added 19000.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
189
shares
|
$21,317
0.0% of portfolio
|
Q3 2022
Reduced 12.5%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
176
shares
|
$19,851
0.0% of portfolio
|
Q3 2022
Reduced 5.88%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
175
shares
|
$19,738
0.01% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
175
shares
|
$19,738
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
165
shares
|
$18,610
0.0% of portfolio
|
Q1 2025
Reduced 75.19%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
161
shares
|
$18,159
0.01% of portfolio
|
Q1 2018
Reduced 30.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
154
shares
|
$17,369
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
133
shares
|
$15,001
0.0% of portfolio
|
Q1 2025
Added 189.13%
|