First Trust Health Care AlphFXHETF
13F holders, Q4 2024 (December 31)253holders −1
14new positions
30sold out
1famous investor
$103.59avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings, down 1 from Q3 2024. 14 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($134.5M), Wells Fargo & Company ($61.5M) and LPL Financial LLC ($39.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.9M |
| Exits | 30 | $17.0M |
All 13F filers, Q3 2024 → Q4 2024: 351,596 shares bought and 1,116,161 shares sold, net −764,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Morgan Stanley | 0.01% | Reduce -24.8% | 1,291,365 | $134.5M |
| Wells Fargo & Company | 0.01% | Add +20.4% | 591,085 | $61.5M |
| LPL Financial LLC | 0.02% | Reduce -15.4% | 374,326 | $39.0M |
| Raymond James Financial Inc. | 0.01% | — | 287,897 | $30.0M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 282,241 | $29.4M |
| UBS Group AG | 0.00% | Reduce -21.4% | 207,318 | $21.6M |
| PGIM Custom Harvest LLC | 0.35% | Reduce -3.0% | 172,947 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.3% | 161,597 | $16.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.8% | 98,795 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +26.3% | 93,193 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | New | 79,721 | $8.3M |
| Cetera Investment Advisers | 0.02% | Reduce -24.1% | 69,520 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.8% | 68,041 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 67,365 | $7.0M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +0.8% | 64,683 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -63.6% | 59,245 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.3% | 55,259 | $5.8M |
| Holistic Financial Partners | 2.45% | Reduce -3.1% | 47,325 | $4.9M |
| Independent Advisor Alliance | 0.05% | New | 36,045 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.8% | 35,166 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.1% | 30,912 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 30,853 | $3.2M |
| Waverly Advisors, LLC | 0.05% | Add +3.9% | 28,326 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -11.0% | 27,484 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -23.9% | 26,991 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.2% | 26,024 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 24,339 | $2.5M |
| Financial Advisory Corp | 0.43% | — | 23,861 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -26.5% | 22,328 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Add +494.6% | 21,922 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -32.4% | 21,125 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 20,607 | $2.1M |
| Spire Wealth Management | 0.06% | Add +0.0% | 18,731 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -32.8% | 17,123 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.0% | 16,679 | $1.7M |
| IFP Advisors, Inc | 0.06% | Reduce -31.1% | 16,499 | $1.7M |
| Moment Partners, LLC | 0.32% | — | 16,028 | $1.7M |
| Morey & Quinn Wealth Partners, LLC | 1.38% | — | 15,613 | $1.6M |
| Golden State Wealth Management, LLC | 0.24% | — | 15,551 | $1.6M |
| Schrum Private Wealth Management LLC | 1.34% | Reduce -40.5% | 15,138 | $1.6M |
| Security Financial Services, INC. | 0.32% | No change | 15,079 | $1.6M |
| Prosperity Consulting Group, LLC | 0.12% | Add +26.6% | 14,769 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.8% | 13,188 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +6.9% | 12,604 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -51.3% | 12,442 | $1.3M |
| Apollon Financial, LLC | 0.32% | Reduce -6.8% | 12,175 | $1.3M |
| Iams Wealth Management, LLC | 0.56% | Reduce -1.5% | 11,817 | $1.2M |
| Wagner Wealth Management, LLC | 0.31% | Add +2.6% | 11,580 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.2% | 11,318 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -37.1% | 11,286 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.0% | 9,983 | $1.0M |
| Smart Money Group LLC | 0.36% | Reduce -0.9% | 9,876 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -10.1% | 9,417 | $1.0M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -34.3% | 9,358 | $974K |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -22.5% | 9,151 | $953K |
| Integrated Advisors Network LLC | 0.05% | Reduce -24.2% | 9,141 | $952K |
| Quantinno Capital Management LP | 0.01% | Reduce -8.2% | 9,118 | $949K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.8% | 8,948 | $932K |
| Cathy Pareto & Associates, Inc. | 0.84% | — | 8,737 | $910K |
| Blackhawk Capital Partners, LLC | 0.47% | Add +36.0% | 8,629 | $899K |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -17.7% | 8,395 | $874K |
| Coppell Advisory Solutions LLC | 0.12% | Reduce -71.2% | 8,063 | $844K |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 7,958 | $829K |
| World Investment Advisors | 0.02% | Reduce -28.6% | 7,914 | $824K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.6% | 7,453 | $776K |
| Prospera Financial Services Inc | 0.02% | Reduce -60.2% | 7,437 | $775K |
| Benjamin Edwards Inc. | 0.01% | Reduce -37.3% | 7,436 | $774K |
| Hancock Whitney Corp. | 0.02% | No change | 7,000 | $729K |
| Jacobi Capital Management LLC | 0.05% | Add +0.1% | 6,976 | $726K |
| Financial Partners Group, Inc | 0.11% | Reduce -2.7% | 6,945 | $723K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -16.8% | 6,941 | $723K |
| MAI Capital Management | 0.01% | Reduce -5.3% | 6,939 | $723K |
| HB Wealth Management, LLC | 0.01% | No change | 6,740 | $702K |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.5% | 6,619 | $689K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 6,514 | $678K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -29.1% | 6,044 | $677K |
| Regal Investment Advisors LLC | 0.05% | Reduce -19.6% | 6,180 | $644K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -3.4% | 6,137 | $639K |
| Alliance Wealth Advisors, LLC | 0.36% | No change | 6,040 | $629K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 5,507 | $621K |
| OneAscent Financial Services LLC | 0.05% | New | 5,935 | $618K |
| Spectrum Wealth Advisory Group, LLC | 0.28% | Reduce -2.6% | 5,769 | $601K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.3% | 5,768 | $601K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -84.0% | 5,752 | $599K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.1% | 5,670 | $590K |
| Old National Bancorp | 0.01% | Reduce -1.2% | 5,667 | $590K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.2% | 5,561 | $579K |
| One Charles Private Wealth Services, LLC | 0.19% | Reduce -4.9% | 5,514 | $574K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.7% | 5,203 | $561K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -21.7% | 5,349 | $557K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.5% | 5,303 | $552K |
| Centerpoint Advisory Group | 0.52% | — | 5,163 | $538K |
| Sigma Planning Corp | 0.02% | Reduce -8.4% | 5,010 | $522K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.3% | 4,973 | $518K |
| Creative Planning | 0.00% | Add +2.1% | 4,938 | $514K |
| Novak & Powell Financial Services, Inc. | 0.31% | No change | 4,920 | $512K |
| Synovus Financial Corp. | 0.01% | Reduce -7.3% | 4,741 | $494K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 4,728 | $492K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 34,021 | $490K |
| StoneX Group Inc. | 0.03% | Reduce -25.9% | 4,677 | $487K |
"% 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.