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

0100200300 Q1 2024: 264Q1 2024Q2 2024: 254Q2 2024Q3 2024: 254Q3 2024Q4 2024: 253Q4 2024Q1 2025: 249Q1 2025Q2 2025: 224Q2 2025Q3 2025: 220Q3 2025Q4 2025: 239Q4 2025Q1 2026: 238Q1 2026Q2 2026: 254Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$12.7M
Exits21$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
One Charles Private Wealth Services, LLC 0.28% No change 5,898 $646K
Perigon Wealth Management, LLC 0.02% Reduce -18.8% 5,881 $644K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 5,876 $644K
Tradition Wealth Management, LLC 0.06% Add +0.2% 5,753 $630K
Old National Bancorp 0.01% No change 5,737 $629K
Family Asset Management, LLC 0.38% No change 5,600 $614K
L.M. Kohn & Company 0.17% Add +56.8% 5,508 $604K
Novak & Powell Financial Services, Inc. 0.44% Reduce -1.8% 5,383 $590K
Thrivent Financial for Lutherans 0.00% Add +7.2% 5,316 $583K
Quantinno Capital Management LP 0.01% New 5,293 $580K
Global Retirement Partners, LLC 0.02% Reduce -1.7% 5,243 $575K
SeaCrest Wealth Management, LLC 0.07% Add +0.0% 5,224 $573K
Sigma Planning Corp 0.02% New 5,201 $570K
Synovus Financial Corp. 0.01% Add +0.0% 5,169 $567K
Apollon Wealth Management, LLC 0.02% Add +133.4% 5,111 $560K
Bison Wealth, LLC 0.09% Reduce -0.2% 5,011 $549K
Ausdal Financial Partners, Inc. 0.06% Reduce -0.3% 4,889 $536K
ABLE Financial Group, LLC 0.21% Reduce -5.5% 4,887 $536K
Creative Planning 0.00% Reduce -14.2% 4,775 $523K
Kingsview Wealth Management, LLC 0.01% Reduce -1.8% 4,729 $518K
Captrust Financial Advisors 0.00% Reduce -13.7% 4,631 $508K
DAVENPORT & Co LLC 0.00% Add +24.6% 4,589 $503K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +20.9% 4,575 $501K
Pacific Sun Financial Corp 0.29% Reduce -3.2% 4,505 $494K
GoalVest Advisory LLC 0.16% New 4,383 $480K
Mosaic Financial Group, LLC 0.38% — 4,300 $471K
Insight Advisors, LLC/ PA 0.09% Reduce -0.5% 4,239 $465K
PCA Investment Advisory Services Inc. 0.26% Reduce -0.4% 4,209 $461K
International Assets Investment Management, LLC 0.05% Reduce -2.3% 4,183 $455K
GeoWealth Management, LLC 0.02% Add +92.6% 4,099 $449K
Lanark Financial, Inc. 0.04% Add +4.7% 4,075 $446K
Northeast Financial Consultants Inc 0.02% No change 4,050 $444K
FSB Premier Wealth Management, Inc. 0.20% Add +21.0% 4,007 $439K
Partnership Wealth Management, LLC 0.30% Add +2.0% 3,923 $430K
Geneos Wealth Management Inc. 0.02% Reduce -11.6% 3,853 $422K
Mgo One Seven LLC 0.02% Add +83.0% 3,693 $405K
Financial Advocates Investment Management 0.02% Add +24.5% 3,682 $404K
Koshinski Asset Management, Inc. 0.04% Reduce -41.1% 3,580 $392K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.5% 3,562 $390K
HB Wealth Management, LLC 0.00% No change 3,540 $388K
Petra Financial Advisors Inc. 0.28% No change 3,520 $386K
Pinnacle Family Advisors, LLC 0.21% Reduce -0.1% 3,512 $385K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.9% 3,492 $383K
Americana Partners, LLC 0.03% Add +0.1% 3,468 $380K
REAP Financial Group, LLC 0.10% Add +2.6% 3,440 $377K
RPg Family Wealth Advisory, LLC 0.11% New 3,309 $363K
Raymond James Trust N.A. 0.01% Add +0.6% 3,294 $361K
Signature Wealth Management Partners, LLC 0.29% Reduce -0.1% 3,264 $358K
Comerica Bank 0.00% Reduce -10.6% 3,256 $357K
Gsa Capital Partners LLP 0.03% New 3,232 $354K
PCG Wealth Advisors, LLC 0.17% Reduce -6.4% 3,205 $351K
Lincoln National Corp. 0.01% Reduce -8.3% 3,163 $347K
Dominguez Wealth Management Solutions, Inc. 0.24% Add +0.2% 2,824 $309K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.3% 2,815 $309K
MTM Investment Management, LLC 0.13% Reduce -20.1% 2,809 $308K
Trueblood Wealth Management, LLC 0.17% No change 2,788 $306K
FMR LLC 0.00% Add +11.2% 2,782 $305K
Rockport Wealth LLC 0.20% — 2,752 $302K
Christensen, King & Associates Investment Services, Inc. 0.14% Add +0.0% 2,608 $286K
Wetzel Investment Advisors, Inc. 0.16% No change 2,740 $278K
Walker Asset Management, LLC 0.18% No change 2,537 $278K
1776 Wealth LLC 0.13% No change 2,433 $267K
Cwm, LLC 0.00% Add +0.0% 2,417 $265K
Cedar Brook Financial Partners, LLC 0.05% Add +0.1% 2,383 $261K
Wedbush Securities Inc. 0.01% Add +3.3% 2,366 $259K
Debussy Capital Management LP 0.07% New 2,422 $255K
Independent Financial Group, LLC 0.01% Reduce -22.4% 2,327 $255K
RFG Advisory, LLC 0.01% Reduce -10.2% 2,299 $252K
Ameritas Advisory Services, LLC 0.01% Reduce -8.3% 2,393 $249K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -2.6% 2,265 $248K
TFG Advisers LLC 0.10% Add +0.2% 2,256 $247K
Cahill Financial Advisors Inc. 0.03% Add +0.1% 2,249 $246K
Banco Santander, S.A. 0.00% Reduce -6.7% 2,240 $245K
Cyndeo Wealth Partners, LLC 0.02% No change 2,137 $234K
HRT Financial LP 0.00% New 2,144 $234K
Eagle Strategies LLC 0.05% New 2,130 $233K
OneDigital Investment Advisors LLC 0.00% Reduce -63.6% 2,119 $232K
Cibc World Market Inc. 0.00% Reduce -4.5% 2,115 $232K
&partners 0.03% New 2,055 $225K
Clearwater Capital Advisors, LLC 0.02% No change 2,000 $219K
Wealth Effects LLC 0.08% Add +0.1% 1,940 $213K
Onyx Bridge Wealth Group LLC 0.04% No change 1,966 $203K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,829 $200K
Tidemark, LLC 0.10% No change 1,713 $188K
Allworth Financial LP 0.00% Add +25.0% 1,700 $186K
Delos Wealth Advisors, LLC 0.20% No change 1,648 $181K
Creative Financial Designs Inc. 0.02% Reduce -71.3% 1,522 $167K
Country Trust Bank 0.00% No change 1,364 $149K
Register Financial Advisors LLC 0.08% Add +0.6% 1,356 $149K
CoreCap Advisors, LLC 0.01% New 1,292 $142K
Sunbelt Securities, Inc. 0.01% Reduce -75.6% 1,198 $131K
Bank of Montreal 0.00% Reduce -27.3% 1,121 $123K
Benjamin Edwards Inc. 0.02% Add +3.0% 1,099 $120K
Bessemer Group Inc. 0.00% Add +17.6% 1,100 $120K
Atwood & Palmer Inc. 0.01% No change 1,090 $119K
HHM Wealth Advisors, LLC 0.02% Reduce -33.6% 874 $96K
Russell Investments Group, Ltd. 0.00% New 857 $94K
National Bank of Canada 0.00% Add +0.2% 830 $87K
Providence Capital Advisors, LLC 0.02% No change 705 $77K
Blair William & Co. 0.00% Add +264.6% 689 $76K
CIBC Private Wealth Group LLC 0.00% New 680 $74K
North Star Investment Management Corp. 0.01% New 650 $71K
Principal Securities, Inc. 0.00% Add +87.3% 635 $70K
City State Bank 0.03% No change 593 $65K
Addison Advisors LLC 0.02% No change 547 $60K
ICA Group Wealth Management, LLC 0.01% No change 536 $59K
Founders Financial Alliance, LLC 0.02% No change 499 $55K
TCTC Holdings, LLC 0.00% No change 450 $49K
Creekmur Asset Management LLC 0.02% Reduce -39.7% 417 $46K
Capital Investment Advisory Services, LLC 0.00% No change 358 $39K
Creative Capital Management Investments LLC 0.02% No change 349 $38K
US Bancorp \de 0.00% Add +59.2% 347 $38K
Tyler-Stone Wealth Management 0.02% No change 346 $38K
CENTRAL TRUST Co 0.00% No change 341 $37K
Private Trust Co. NA 0.00% Reduce -18.0% 333 $36K
MCF Advisors LLC 0.00% No change 326 $36K
Anchor Investment Management, LLC 0.00% No change 320 $35K
Hazlett, Burt & Watson, Inc. 0.02% No change 323 $35K
Westside Investment Management, Inc. 0.01% No change 318 $35K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +138.4% 298 $33K
Tucker Asset Management LLC 0.01% Add +35.0% 293 $32K
Impact Partnership Wealth, LLC 0.01% No change 278 $30K
WASHINGTON TRUST Co 0.00% No change 278 $30K
Global Trust Asset Management, LLC 0.01% No change 275 $30K
Farther Finance Advisors, LLC 0.00% New 250 $27K
PSI Advisors, LLC 0.01% Reduce -38.5% 201 $22K
Pinnacle Bancorp, Inc. 0.01% New 200 $22K
Glen Eagle Advisors, LLC 0.00% No change 200 $22K
Federation des caisses Desjardins du Quebec 0.00% No change 200 $22K
Farmers & Merchants Investments Inc. 0.00% No change 195 $21K
Citigroup Inc. 0.00% No change 190 $21K
AdvisorNet Financial, Inc 0.00% Add +37.3% 184 $20K
Glass Jacobson Investment Advisors llc 0.01% No change 177 $19K
Asset Dedication, LLC 0.00% No change 176 $19K
Lowe Wealth Advisors, LLC 0.01% No change 161 $18K
HighMark Wealth Management LLC 0.01% No change 150 $16K
Hexagon Capital Partners LLC 0.00% No change 133 $15K
Laurel Wealth Advisors LLC 0.00% No change 130 $14K
Realta Investment Advisors 0.00% New 126 $14K
HM Payson & Co. 0.00% No change 125 $14K
Avior Wealth Management, LLC 0.00% Reduce -42.3% 124 $14K
Capital Analysts, LLC 0.00% No change 117 $13K
RE Dickinson Investment Advisors, LLC 0.01% No change 100 $11K
Dunhill Financial, LLC 0.01% No change 100 $11K
Guardian Wealth Advisors, LLC / NC 0.00% Add +691.7% 95 $10K
Aptus Capital Advisors, LLC 0.00% Add +691.7% 95 $10K
Global Financial Private Client, LLC 0.00% No change 86 $9K
Ancora Advisors LLC 0.00% Reduce -71.4% 80 $9K
Tortoise Investment Management, LLC 0.00% No change 57 $6K
Parallel Advisors, LLC 0.00% Reduce -46.9% 51 $6K
TD Capital Management LLC 0.00% No change 50 $6K
Ameritas Investment Partners, Inc. 0.00% Reduce -54.5% 50 $5K
Abound Wealth Management 0.00% New 46 $5K
Smartleaf Asset Management LLC 0.00% No change 44 $5K
Salomon & Ludwin, LLC 0.00% New 40 $4K
GAMMA Investing LLC 0.00% New 34 $4K
Signaturefd, LLC 0.00% No change 32 $4K
BlackRock Inc. 0.00% No change 32 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $2K
Larson Financial Group LLC 0.00% No change 20 $2K
Beacon Capital Management, LLC 0.00% No change 17 $2K
Sound Income Strategies, LLC 0.00% New 15 $2K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -33.3% 6 $658

"% 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.