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 |
| Corient Private Wealth LP | 0.00% | Reduce -86.4% | 4,620 | $479K |
| SeaCrest Wealth Management, LLC | 0.05% | No change | 4,454 | $461K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -17.5% | 4,413 | $457K |
| Gentry Private Wealth, LLC | 0.37% | New | 4,383 | $454K |
| GoalVest Advisory LLC | 0.12% | No change | 4,383 | $454K |
| Smart Money Group LLC | 0.15% | Reduce -55.6% | 4,380 | $454K |
| &partners | 0.00% | Reduce -1.5% | 4,316 | $445K |
| Mosaic Financial Group, LLC | 0.36% | No change | 4,300 | $445K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.1% | 4,202 | $435K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +2.8% | 4,172 | $432K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,050 | $420K |
| Pacific Sun Financial Corp | 0.23% | Reduce -4.6% | 3,980 | $412K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.4% | 3,952 | $409K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -0.1% | 3,793 | $392K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.1% | 3,737 | $387K |
| International Assets Investment Management, LLC | 0.03% | Reduce -18.1% | 3,659 | $379K |
| Jaffetilchin Investment Partners, LLC | 0.03% | New | 3,640 | $377K |
| Atria Investments, Inc | 0.00% | Reduce -1.3% | 3,638 | $377K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.5% | 3,600 | $373K |
| Mgo One Seven LLC | 0.01% | No change | 3,537 | $366K |
| StoneX Group Inc. | 0.02% | Reduce -25.4% | 3,490 | $362K |
| Signature Wealth Management Partners, LLC | 0.23% | Add +6.0% | 3,440 | $356K |
| PFG Advisors | 0.02% | Reduce -23.1% | 3,332 | $345K |
| Trueblood Wealth Management, LLC | 0.16% | No change | 3,258 | $338K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.7% | 3,248 | $336K |
| Prasad Wealth Partners, LLC | 0.11% | Reduce -6.0% | 3,183 | $330K |
| Debussy Capital Management LP | 0.05% | Add +25.8% | 3,131 | $324K |
| FMR LLC | 0.00% | Add +2.1% | 3,106 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.0% | 3,015 | $312K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -68.2% | 2,979 | $309K |
| Americana Partners, LLC | 0.01% | Reduce -15.9% | 2,918 | $302K |
| Dominguez Wealth Management Solutions, Inc. | 0.21% | Add +0.1% | 2,832 | $293K |
| Comerica Bank | 0.00% | Reduce -12.2% | 2,801 | $290K |
| Wetzel Investment Advisors, Inc. | 0.14% | No change | 2,740 | $284K |
| L.M. Kohn & Company | 0.07% | Reduce -14.2% | 2,676 | $277K |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 2,642 | $272K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 2,544 | $267K |
| Cwm, LLC | 0.00% | Reduce -0.2% | 2,576 | $267K |
| Petra Financial Advisors Inc. | 0.22% | No change | 2,566 | $266K |
| MTM Investment Management, LLC | 0.10% | No change | 2,582 | $265K |
| PCG Wealth Advisors, LLC | 0.09% | No change | 2,525 | $262K |
| ABLE Financial Group, LLC | 0.07% | Reduce -41.0% | 2,505 | $260K |
| Mariner, LLC | 0.00% | Add +10.3% | 2,434 | $252K |
| 1776 Wealth LLC | 0.11% | No change | 2,383 | $247K |
| Sigma Planning Corp | 0.01% | Reduce -52.5% | 2,378 | $246K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -12.8% | 2,372 | $246K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.7% | 2,293 | $238K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -71.0% | 2,342 | $234K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.0% | 2,255 | $234K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.4% | 2,241 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,211 | $230K |
| Iams Wealth Management, LLC | 0.10% | Reduce -81.5% | 2,191 | $227K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 2,137 | $221K |
| Bison Wealth, LLC | 0.02% | Reduce -23.6% | 2,067 | $214K |
| Richmond Investment Services, LLC | 0.12% | Add +0.1% | 2,062 | $214K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 2,000 | $207K |
| REAP Financial Group, LLC | 0.05% | Reduce -16.2% | 1,991 | $206K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -82.4% | 1,991 | $206K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 1,977 | $205K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -20.4% | 1,965 | $204K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.4% | 1,944 | $201K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.8% | 1,942 | $201K |
| Allworth Financial LP | 0.00% | Add +9.1% | 1,696 | $168K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.6% | 1,459 | $151K |
| Register Financial Advisors LLC | 0.08% | No change | 1,406 | $146K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.7% | 1,312 | $136K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,292 | $134K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,282 | $133K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +2207.7% | 1,200 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,125 | $117K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,090 | $113K |
| Lanark Financial, Inc. | 0.01% | — | 981 | $101K |
| Tidemark, LLC | 0.04% | No change | 958 | $99K |
| Bessemer Group Inc. | 0.00% | Reduce -15.0% | 935 | $97K |
| National Bank of Canada | 0.00% | No change | 830 | $86K |
| AE Wealth Management LLC | 0.00% | Reduce -33.5% | 804 | $83K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -3.1% | 802 | $83K |
| Truvestments Capital LLC | 0.02% | No change | 801 | $83K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 694 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 680 | $64K |
| City State Bank | 0.02% | No change | 593 | $61K |
| GAMMA Investing LLC | 0.00% | Reduce -3.3% | 589 | $61K |
| Addison Advisors LLC | 0.02% | No change | 547 | $57K |
| BlackRock, Inc. | 0.00% | No change | 520 | $54K |
| Founders Financial Alliance, LLC | 0.01% | No change | 500 | $52K |
| Capital Analysts, LLC | 0.00% | Add +300.9% | 469 | $49K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 450 | $47K |
| TCTC Holdings, LLC | 0.00% | No change | 450 | $47K |
| Ameriflex Group, Inc. | 0.02% | No change | 447 | $46K |
| Creekmur Asset Management LLC | 0.01% | No change | 417 | $43K |
| Blue Trust, Inc. | 0.00% | No change | 401 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 357 | $37K |
| Creative Capital Management Investments LLC | 0.01% | No change | 349 | $36K |
| US Bancorp \de | 0.00% | No change | 340 | $35K |
| MCF Advisors LLC | 0.00% | No change | 326 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 320 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 323 | $33K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 306 | $32K |
| Rossby Financial, LCC | 0.01% | New | 319 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 302 | $31K |
| Assetmark, Inc. | 0.00% | Reduce -68.0% | 279 | $29K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 232 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -28.8% | 223 | $23K |
| Private Trust Co. NA | 0.00% | Add +198.6% | 218 | $23K |
| Westside Investment Management, Inc. | 0.00% | Reduce -18.8% | 216 | $22K |
| HighMark Wealth Management LLC | 0.01% | No change | 210 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 200 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 191 | $20K |
| Park Square Financial Group, LLC | 0.02% | No change | 190 | $20K |
| Citigroup Inc. | 0.00% | No change | 190 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 177 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 176 | $18K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -36.4% | 175 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 175 | $18K |
| Blair William & Co. | 0.00% | Reduce -75.2% | 165 | $17K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 161 | $17K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 146 | $15K |
| Hexagon Capital Partners LLC | 0.00% | No change | 133 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +189.1% | 133 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 130 | $13K |
| HM Payson & Co. | 0.00% | No change | 125 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 100 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $10K |
| Flaharty Asset Management, LLC | 0.00% | New | 97 | $10K |
| Glassman Wealth Services | 0.00% | New | 90 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 86 | $9K |
| Transce3nd, LLC | 0.00% | Add +7.7% | 70 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 68 | $7K |
| Nova Wealth Management, Inc. | 0.01% | No change | 61 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 57 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 57 | $6K |
| TD Capital Management LLC | 0.00% | No change | 50 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 50 | $5K |
| Arax Advisory Partners | 0.00% | New | 46 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 44 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 40 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 36 | $4K |
| Luminist Capital LLC | 0.00% | No change | 34 | $3K |
| Signaturefd, LLC | 0.00% | No change | 32 | $3K |
| WealthShield Partners, LLC | 0.00% | New | 29 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 20 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 12 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 12 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 12 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $414 |
"% 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.