First Trust Health Care AlphFXHETF
13F holders, Q1 2025 (March 31)249holders −4
18new positions
18sold out
1famous investor
$103.60avg. 13F price*
At the end of Q1 2025, 249 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings, down 4 from Q4 2024. 18 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($114.5M), Wells Fargo & Company ($51.0M) and LPL Financial LLC ($34.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.5M |
| Exits | 18 | $8.3M |
All 13F filers, Q4 2024 → Q1 2025: 189,943 shares bought and 734,380 shares sold, net −544,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Morgan Stanley | 0.01% | Reduce -14.4% | 1,104,989 | $114.5M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 492,436 | $51.0M |
| LPL Financial LLC | 0.01% | Reduce -10.5% | 335,059 | $34.7M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 274,652 | $28.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.3% | 269,862 | $28.0M |
| UBS Group AG | 0.00% | Reduce -16.9% | 172,233 | $17.8M |
| PGIM Custom Harvest LLC | 0.40% | Reduce -6.8% | 161,227 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Add +36.9% | 127,587 | $13.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.3% | 123,964 | $12.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.5% | 95,317 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.4% | 75,383 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +17.0% | 64,676 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -7.8% | 64,113 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.9% | 60,660 | $6.3M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Reduce -8.4% | 59,270 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.8% | 49,865 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -33.7% | 45,095 | $4.7M |
| Holistic Financial Partners | 2.18% | Reduce -7.9% | 43,571 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +3.5% | 36,408 | $3.8M |
| SFI Advisors, LLC | 2.77% | New | 36,213 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 31,618 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 30,665 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +13.7% | 29,600 | $3.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.2% | 28,277 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.9% | 25,873 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 22,748 | $2.4M |
| Financial Advisory Corp | 0.38% | Reduce -7.4% | 22,102 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -20.9% | 21,357 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 20,414 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.8% | 20,352 | $2.1M |
| CX Institutional | 0.07% | New | 18,740 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -1.1% | 18,532 | $1.9M |
| Moment Partners, LLC | 0.33% | Reduce -1.0% | 15,862 | $1.6M |
| Morey & Quinn Wealth Partners, LLC | 1.35% | Add +0.4% | 15,681 | $1.6M |
| Security Financial Services, INC. | 0.31% | No change | 15,079 | $1.6M |
| Schrum Private Wealth Management LLC | 1.36% | Reduce -1.3% | 14,938 | $1.5M |
| Prosperity Consulting Group, LLC | 0.12% | Reduce -0.2% | 14,736 | $1.5M |
| Golden State Wealth Management, LLC | 0.23% | Reduce -5.5% | 14,689 | $1.5M |
| Strategic Blueprint, LLC | 0.08% | Add +7.7% | 13,576 | $1.4M |
| Virtue Capital Management, LLC | 0.16% | New | 13,564 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +68.3% | 13,393 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.8% | 13,082 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -24.2% | 12,506 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.1% | 12,175 | $1.3M |
| Wagner Wealth Management, LLC | 0.30% | Add +0.4% | 11,624 | $1.2M |
| Apollon Financial, LLC | 0.27% | Reduce -8.5% | 11,140 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 11,040 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 10,345 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -42.6% | 9,831 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +69.4% | 9,772 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +3060.3% | 9,323 | $958K |
| First Heartland Consultants, Inc. | 0.10% | Add +205.9% | 9,222 | $955K |
| Quantinno Capital Management LP | 0.01% | Add +0.8% | 9,187 | $952K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 8,640 | $895K |
| Two Sigma Investments, LP | 0.00% | New | 8,600 | $891K |
| Lake Street Private Wealth, LLC | 0.14% | Add +0.3% | 8,420 | $872K |
| Empowered Funds, LLC | 0.01% | New | 8,405 | $871K |
| Mutual Advisors, LLC | 0.02% | Reduce -9.6% | 8,516 | $841K |
| Integrated Advisors Network LLC | 0.04% | Reduce -12.3% | 8,021 | $831K |
| NewEdge Advisors, LLC | 0.00% | Reduce -52.8% | 7,880 | $816K |
| Cathy Pareto & Associates, Inc. | 0.71% | Reduce -11.3% | 7,753 | $803K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.2% | 7,418 | $769K |
| Sanctuary Advisors, LLC | 0.01% | Add +22.6% | 7,412 | $768K |
| Two Sigma Securities, LLC | 0.12% | Add +223.5% | 7,307 | $757K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.5% | 7,253 | $752K |
| Jacobi Capital Management LLC | 0.05% | Add +1.6% | 7,085 | $734K |
| Hancock Whitney Corp. | 0.02% | No change | 7,000 | $725K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.3% | 6,760 | $700K |
| HB Wealth Management, LLC | 0.01% | No change | 6,740 | $698K |
| MAI Capital Management | 0.01% | Reduce -3.0% | 6,730 | $697K |
| RFG Advisory, LLC | 0.02% | Add +43.5% | 6,607 | $684K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -6.5% | 6,488 | $672K |
| Financial Partners Group, Inc | 0.10% | Reduce -8.5% | 6,357 | $659K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 6,304 | $653K |
| Regal Investment Advisors LLC | 0.05% | No change | 6,180 | $640K |
| WealthPLAN Partners, LLC | 0.09% | No change | 6,137 | $636K |
| Stephens Inc. | 0.01% | Reduce -5.9% | 6,127 | $635K |
| Alliance Wealth Advisors, LLC | 0.37% | No change | 6,040 | $626K |
| OneAscent Financial Services LLC | 0.04% | Add +1.4% | 6,020 | $624K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,507 | $621K |
| Spectrum Wealth Advisory Group, LLC | 0.29% | No change | 5,769 | $598K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.0% | 5,672 | $588K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 5,622 | $582K |
| Arkadios Wealth Advisors | 0.02% | Reduce -16.0% | 5,557 | $576K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 5,521 | $572K |
| One Charles Private Wealth Services, LLC | 0.18% | No change | 5,514 | $571K |
| Old National Bancorp | 0.01% | Reduce -3.4% | 5,472 | $567K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 5,204 | $539K |
| Centerpoint Advisory Group | 0.53% | No change | 5,163 | $535K |
| D.A. Davidson & Co. | 0.00% | Reduce -49.1% | 5,077 | $526K |
| Western Wealth Management, LLC | 0.03% | Reduce -6.7% | 4,948 | $513K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +21.0% | 4,808 | $498K |
| Novak & Powell Financial Services, Inc. | 0.31% | Reduce -3.4% | 4,751 | $492K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 4,743 | $491K |
| Flow Traders U.S. LLC | 0.02% | Reduce -78.4% | 4,730 | $490K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 4,728 | $490K |
| Kovack Advisors, Inc. | 0.05% | Add +0.0% | 4,653 | $482K |
| QTR Family Wealth, LLC | 0.36% | — | 4,646 | $481K |
| Creative Planning | 0.00% | Reduce -6.1% | 4,637 | $480K |
| Captrust Financial Advisors | 0.00% | No change | 4,624 | $479K |
"% 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.