First Trust Health Care AlphFXHETF
13F holders, Q1 2024 (March 31)264holders
1famous investor
$109.51avg. 13F price*
At the end of Q1 2024, 264 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings. The largest holders were Morgan Stanley ($202.9M), Wells Fargo & Company ($62.5M) and LPL Financial LLC ($56.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Health Care Alph
- CUSIP
- 33734X143
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $12.7M |
| Exits | 21 | $9.0M |
Ownership 264 holders
| Morgan Stanley | 0.02% | Reduce -1.1% | 1,851,225 | $202.9M |
| Wells Fargo & Company | 0.02% | Add +2.2% | 570,361 | $62.5M |
| LPL Financial LLC | 0.03% | Reduce -2.7% | 517,621 | $56.7M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 303,700 | $33.3M |
| UBS Group AG | 0.01% | Reduce -7.1% | 235,692 | $25.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 233,663 | $25.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -6.2% | 175,990 | $19.3M |
| Raymond James & Associates | 0.01% | Reduce -2.6% | 170,075 | $18.6M |
| Cetera Investment Advisers | 0.03% | Add +84.3% | 129,781 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.1% | 113,677 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.4% | 108,488 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.2% | 101,853 | $11.2M |
| PGIM Custom Harvest LLC | 0.25% | Reduce -11.8% | 90,868 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.0% | 86,074 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -23.7% | 80,599 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.8% | 76,593 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -45.0% | 74,216 | $8.1M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +3.7% | 63,992 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -10.1% | 60,026 | $6.6M |
| Holistic Financial Partners | 2.72% | Add +6.1% | 48,791 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +707.2% | 44,936 | $4.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +1.3% | 41,612 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 41,395 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -9.6% | 40,097 | $4.4M |
| Coppell Advisory Solutions Corp. | 0.80% | — | 38,714 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.1% | 36,234 | $4.0M |
| Assetmark, Inc. | 0.01% | Add +39.8% | 34,906 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -3.4% | 31,623 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 30,588 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.1% | 29,923 | $3.3M |
| HighTower Advisors, LLC | 0.01% | Add +10.6% | 29,090 | $3.2M |
| Waverly Advisors, LLC | 0.07% | New | 28,330 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -52.3% | 28,005 | $3.1M |
| Navellier & Associates Inc. | 0.37% | New | 27,566 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.2% | 25,418 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +3.9% | 24,282 | $2.7M |
| IFP Advisors, Inc | 0.10% | Reduce -1.0% | 21,791 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.1% | 20,730 | $2.3M |
| Wintrust Investments LLC | 0.20% | Add +9.1% | 20,407 | $2.2M |
| Citadel Advisors | 0.00% | Add +192.5% | 19,359 | $2.1M |
| Spire Wealth Management | 0.04% | Reduce -0.2% | 19,082 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Add +5.0% | 19,026 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -24.6% | 18,983 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.1% | 18,403 | $2.0M |
| Iams Wealth Management, LLC | 1.19% | Add +13.7% | 18,213 | $2.0M |
| Virtue Capital Management, LLC | 0.34% | Reduce -0.3% | 18,286 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -31.1% | 16,938 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.6% | 15,392 | $1.7M |
| Visionary Wealth Advisors | 0.11% | Add +29.1% | 15,228 | $1.7M |
| Schrum Private Wealth Management LLC | 1.51% | Add +19.0% | 15,138 | $1.7M |
| Security Financial Services, INC. | 0.37% | No change | 15,079 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 14,564 | $1.6M |
| Apollon Financial, LLC | 0.54% | Reduce -1.7% | 14,205 | $1.6M |
| Gateway Wealth Partners, LLC | 0.56% | Add +13.8% | 14,107 | $1.5M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -1.4% | 14,062 | $1.5M |
| Wagner Wealth Management, LLC | 0.45% | Reduce -0.3% | 13,339 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.4% | 13,163 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +8.0% | 13,137 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Reduce -5.3% | 13,112 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -17.5% | 12,838 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -12.6% | 12,829 | $1.4M |
| Eudaimonia Advisors LLC | 0.72% | Add +48.9% | 12,355 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +15.0% | 13,657 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -9.5% | 12,034 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,793 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -2.1% | 10,546 | $1.2M |
| StoneX Group Inc. | 0.10% | Reduce -15.5% | 10,098 | $1.1M |
| Lake Street Private Wealth, LLC | 0.15% | Add +3.3% | 10,015 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.4% | 9,993 | $1.1M |
| Smart Money Group LLC | 0.41% | Reduce -4.6% | 10,252 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.5% | 9,672 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.5% | 9,672 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Add +2.4% | 9,646 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +0.0% | 9,791 | $1.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.0% | 9,130 | $1.0M |
| SignalPoint Asset Management, LLC | 0.27% | Reduce -0.1% | 9,114 | $999K |
| Financial Partners Group, Inc | 0.16% | Reduce -4.7% | 8,893 | $975K |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -10.3% | 8,868 | $972K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -2.8% | 8,323 | $912K |
| Retirement Planning Group, LLC | 0.07% | No change | 8,300 | $910K |
| OneAscent Financial Services LLC | 0.10% | Add +15.5% | 8,105 | $888K |
| Harbour Investments, Inc. | 0.03% | Add +56.4% | 8,056 | $883K |
| Mariner, LLC | 0.00% | Reduce -12.4% | 8,000 | $877K |
| Level Four Advisory Services, LLC | 0.05% | No change | 8,267 | $856K |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.2% | 7,640 | $837K |
| MAI Capital Management | 0.01% | Add +0.0% | 7,352 | $806K |
| Eudaimonia Partners, LLC | 0.19% | Add +3.8% | 7,111 | $779K |
| Jacobi Capital Management LLC | 0.07% | Add +0.2% | 7,068 | $775K |
| Jane Street Group, LLC | 0.00% | New | 7,020 | $769K |
| Hancock Whitney Corp. | 0.03% | No change | 7,000 | $767K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 6,868 | $753K |
| Triumph Capital Management | 0.30% | Reduce -32.1% | 6,839 | $744K |
| Stephens Inc. | 0.01% | Add +0.7% | 6,763 | $741K |
| Spectrum Wealth Advisory Group, LLC | 0.81% | Add +0.0% | 6,448 | $707K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +7.1% | 6,435 | $705K |
| Jaffetilchin Investment Partners, LLC | 0.06% | New | 6,390 | $700K |
| Blackhawk Capital Partners, LLC | 0.43% | Reduce -8.3% | 6,265 | $687K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -15.4% | 6,105 | $669K |
| Alliance Wealth Advisors, LLC | 0.42% | No change | 6,040 | $662K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.8% | 5,905 | $647K |
"% 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.