First Trust Health Care AlphFXHETF
13F holders, Q2 2026 (June 30)254holders +16
36new positions
19sold out
$122.35avg. 13F price*
At the end of Q2 2026, 254 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings, up 16 from Q1 2026. 36 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($101.7M), LPL Financial LLC ($47.1M) and Bank of America Corp. ($37.0M).
- Company
- First Trust Health Care Alph
- CUSIP
- 33734X143
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $11.5M |
| Exits | 19 | $6.6M |
All 13F filers, Q1 2026 → Q2 2026: 532,654 shares bought and 324,731 shares sold, net +207,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Morgan Stanley | 0.01% | Add +1.3% | 830,683 | $101.7M |
| LPL Financial LLC | 0.01% | Add +36.5% | 384,716 | $47.1M |
| Bank of America Corp. | 0.00% | Add +1.7% | 302,642 | $37.0M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 282,254 | $34.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.2% | 263,113 | $32.2M |
| UBS Group AG | 0.00% | Add +50.6% | 177,248 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.1% | 100,280 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +59.8% | 94,077 | $11.5M |
| Prasad Wealth Partners, LLC | 2.47% | Add +2724.7% | 83,752 | $10.3M |
| Perryman Financial Advisory Inc. | 1.21% | Add +2.4% | 74,544 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +15.5% | 71,952 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.9% | 68,182 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +32.9% | 65,562 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 62,495 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.7% | 61,079 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +19.0% | 54,198 | $6.6M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -7.6% | 50,233 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.3% | 40,350 | $4.9M |
| Paller Financial Services Inc | 3.02% | Reduce -11.1% | 32,992 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +2.4% | 32,919 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 32,599 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.9% | 31,210 | $3.8M |
| Waverly Advisors, LLC | 0.02% | Add +4.6% | 30,159 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 27,258 | $3.3M |
| Geneos Wealth Management Inc. | 0.07% | Add +201.2% | 26,754 | $3.3M |
| PCG Wealth Advisors, LLC | 0.71% | Add +88.9% | 25,948 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +46.8% | 24,809 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 23,321 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -3.2% | 23,159 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 20,470 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -5.3% | 20,039 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +4.2% | 19,924 | $2.4M |
| ABLE Financial Group, LLC | 0.41% | New | 19,911 | $2.4M |
| Financial Advisory Corp | 0.31% | Add +0.0% | 18,978 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 18,182 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Add +130.6% | 16,547 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.1% | 15,860 | $1.9M |
| SFI Advisors, LLC | 1.65% | Reduce -2.2% | 15,592 | $1.9M |
| Holistic Financial Partners | 1.14% | Reduce -32.4% | 15,279 | $1.9M |
| Security Financial Services, INC. | 0.26% | No change | 15,079 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.9% | 14,363 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | New | 14,014 | $1.7M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -3.5% | 13,806 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Reduce -1.6% | 13,041 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Reduce -4.7% | 12,635 | $1.5M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -1.1% | 12,115 | $1.5M |
| MAI Capital Management | 0.01% | Add +86.2% | 11,577 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +52.0% | 11,553 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 0.87% | Reduce -3.1% | 11,104 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +28.4% | 11,083 | $1.4M |
| Schrum Private Wealth Management LLC | 1.37% | Add +11.3% | 12,718 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +3.5% | 10,625 | $1.3M |
| Wagner Wealth Management, LLC | 0.23% | Reduce -5.2% | 10,074 | $1.2M |
| First Heartland Consultants, Inc. | 0.08% | Add +3.1% | 9,541 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.8% | 9,070 | $1.1M |
| Lake Street Private Wealth, LLC | 0.12% | Add +6.5% | 8,715 | $1.1M |
| Apollon Financial, LLC | 0.12% | Reduce -5.6% | 8,583 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.5% | 8,333 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 8,170 | $1000K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.6% | 8,111 | $993K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 8,014 | $981K |
| Gateway Wealth Partners, LLC | 0.06% | Add +36.0% | 7,992 | $978K |
| Oppenheimer & Co. Inc. | 0.01% | Add +85.7% | 7,577 | $927K |
| Jacobi Capital Management LLC | 0.04% | Add +0.1% | 7,192 | $880K |
| Hancock Whitney Corp. | 0.01% | No change | 7,000 | $857K |
| Maridea Wealth Management LLC | 0.09% | New | 6,906 | $845K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,775 | $829K |
| HB Wealth Management, LLC | 0.00% | No change | 6,740 | $825K |
| Atria Investments, Inc | 0.01% | Add +23.6% | 6,731 | $824K |
| Advisory Advocates, LLC | 0.70% | No change | 6,700 | $820K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.7% | 6,647 | $817K |
| Keating Financial Advisory Services, Inc. | 0.11% | Reduce -7.2% | 6,568 | $804K |
| MML Investors Services, LLC | 0.00% | Add +46.8% | 6,423 | $786K |
| Stephens Inc. | 0.01% | Add +0.9% | 6,265 | $767K |
| Snowden Capital Advisors LLC | 0.02% | Add +9.8% | 6,263 | $767K |
| Regal Investment Advisors LLC | 0.04% | No change | 6,180 | $756K |
| CX Institutional | 0.02% | Reduce -47.4% | 6,141 | $752K |
| Bank of New York Mellon Corp | 0.00% | New | 6,058 | $741K |
| Cathy Pareto & Associates, Inc. | 0.42% | Reduce -4.0% | 5,864 | $718K |
| Level Four Advisory Services, LLC | 0.02% | No change | 5,809 | $711K |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.1% | 5,795 | $709K |
| Spectrum Wealth Advisory Group, LLC | 0.20% | No change | 5,769 | $706K |
| Alliance Wealth Advisors, LLC | 0.28% | No change | 5,697 | $697K |
| WealthPLAN Partners, LLC | 0.13% | Reduce -3.0% | 5,691 | $697K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +6.3% | 5,592 | $684K |
| Worthington Financial Partners, LLC | 0.53% | Add +2.1% | 5,243 | $642K |
| Silver Oak Securities, Incorporated | 0.04% | Add +3.9% | 5,223 | $639K |
| Captrust Financial Advisors | 0.00% | No change | 5,120 | $627K |
| Western Wealth Management, LLC | 0.02% | Add +7.2% | 4,934 | $604K |
| AE Wealth Management LLC | 0.00% | Reduce -1.4% | 4,888 | $598K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.0% | 4,850 | $594K |
| Creative Planning | 0.00% | Add +1.4% | 4,807 | $588K |
| Harbour Investments, Inc. | 0.01% | Add +14.7% | 4,646 | $569K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 4,608 | $564K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.4% | 4,607 | $564K |
| One Charles Private Wealth Services, LLC | 0.13% | Reduce -8.4% | 4,518 | $553K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.3% | 4,467 | $551K |
| OneAscent Financial Services LLC | 0.03% | Reduce -57.7% | 4,494 | $550K |
| Old National Bancorp | 0.01% | Reduce -10.4% | 4,481 | $548K |
| Centerpoint Advisory Group | 0.35% | Reduce -3.3% | 4,463 | $546K |
"% of holder's portfolio" is FXH's weight in each manager's 13F, not the share of First Trust Health Care Alph the manager owns.