First Trust Health Care AlphFXHETF
13F holders, Q2 2025 (June 30)224holders −25
10new positions
38sold out
1famous investor
$103.67avg. 13F price*
At the end of Q2 2025, 224 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings, down 25 from Q1 2025. 10 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($104.7M), Wells Fargo & Company ($38.1M) and LPL Financial LLC ($32.0M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.7M |
| Exits | 38 | $13.0M |
All 13F filers, Q1 2025 → Q2 2025: 338,180 shares bought and 672,149 shares sold, net −333,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| Morgan Stanley | 0.01% | Reduce -8.6% | 1,009,987 | $104.7M |
| Wells Fargo & Company | 0.01% | Reduce -25.4% | 367,188 | $38.1M |
| LPL Financial LLC | 0.01% | Reduce -8.0% | 308,278 | $32.0M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 258,181 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 254,954 | $26.4M |
| UBS Group AG | 0.00% | Reduce -4.0% | 165,401 | $17.1M |
| Rockport Wealth LLC | 3.64% | New | 151,419 | $15.7M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +109.5% | 124,184 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.5% | 120,819 | $12.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 101,161 | $10.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 93,216 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.1% | 74,527 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.9% | 60,192 | $6.2M |
| PGIM Custom Harvest LLC | 0.13% | Reduce -63.0% | 59,735 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 58,881 | $6.1M |
| Cetera Investment Advisers | 0.01% | Reduce -14.5% | 54,803 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 49,532 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 47,006 | $4.9M |
| Citadel Advisors | 0.00% | Add +323.7% | 41,658 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.1% | 35,274 | $3.7M |
| SFI Advisors, LLC | 2.47% | Reduce -4.9% | 34,445 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 33,715 | $3.5M |
| Holistic Financial Partners | 1.51% | Reduce -23.6% | 33,277 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +7.2% | 32,877 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +44.5% | 32,875 | $3.4M |
| Corient Private Wealth LP | 0.00% | Add +570.8% | 30,990 | $3.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.3% | 28,198 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -17.7% | 21,283 | $2.2M |
| Financial Advisory Corp | 0.33% | Reduce -6.0% | 20,779 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | No change | 20,414 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 20,236 | $2.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +81.7% | 16,944 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -17.0% | 16,892 | $1.8M |
| Security Financial Services, INC. | 0.28% | No change | 15,079 | $1.6M |
| Schrum Private Wealth Management LLC | 1.24% | No change | 14,938 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 14,723 | $1.5M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -0.9% | 14,597 | $1.5M |
| Golden State Wealth Management, LLC | 0.18% | Reduce -2.1% | 14,377 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.5% | 14,191 | $1.5M |
| PCG Wealth Advisors, LLC | 0.71% | Add +433.6% | 13,473 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.10% | Reduce -15.2% | 13,298 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | Reduce -3.0% | 13,176 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.0% | 11,929 | $1.2M |
| Apollon Financial, LLC | 0.24% | Reduce -2.2% | 10,895 | $1.1M |
| Wagner Wealth Management, LLC | 0.26% | Reduce -6.4% | 10,885 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +40.9% | 10,442 | $1.1M |
| CX Institutional | 0.04% | Reduce -46.0% | 10,123 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.3% | 9,452 | $980K |
| First Heartland Consultants, Inc. | 0.09% | Add +0.7% | 9,286 | $963K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.0% | 9,099 | $943K |
| Geneos Wealth Management Inc. | 0.02% | Add +129.5% | 9,069 | $940K |
| IFP Advisors, Inc | 0.02% | Reduce -33.0% | 8,382 | $869K |
| Lake Street Private Wealth, LLC | 0.12% | Reduce -1.9% | 8,260 | $856K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.9% | 7,954 | $825K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.0% | 7,916 | $810K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.0% | 7,396 | $767K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.6% | 7,372 | $764K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.6% | 7,358 | $763K |
| Cathy Pareto & Associates, Inc. | 0.61% | Reduce -8.4% | 7,099 | $736K |
| Jacobi Capital Management LLC | 0.05% | Add +0.0% | 7,088 | $735K |
| Hancock Whitney Corp. | 0.01% | No change | 7,000 | $726K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.3% | 6,942 | $721K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.7% | 6,724 | $697K |
| MAI Capital Management | 0.00% | Reduce -0.2% | 6,715 | $696K |
| Financial Partners Group, Inc | 0.09% | Add +0.0% | 6,358 | $659K |
| WealthPLAN Partners, LLC | 0.11% | Add +2.8% | 6,309 | $654K |
| Regal Investment Advisors LLC | 0.05% | No change | 6,180 | $641K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.1% | 6,143 | $637K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.4% | 6,135 | $636K |
| Stephens Inc. | 0.01% | No change | 6,127 | $635K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.3% | 5,815 | $603K |
| Spectrum Wealth Advisory Group, LLC | 0.28% | No change | 5,769 | $598K |
| Jane Street Group, LLC | 0.00% | Reduce -44.3% | 5,759 | $597K |
| Alliance Wealth Advisors, LLC | 0.32% | Reduce -5.7% | 5,697 | $591K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.1% | 5,675 | $588K |
| Integrated Advisors Network LLC | 0.03% | Reduce -30.5% | 5,576 | $578K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.5% | 5,528 | $573K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 5,521 | $572K |
| One Charles Private Wealth Services, LLC | 0.16% | Reduce -0.8% | 5,472 | $567K |
| Old National Bancorp | 0.01% | No change | 5,472 | $567K |
| D.A. Davidson & Co. | 0.00% | Add +3.4% | 5,247 | $544K |
| Perigon Wealth Management, LLC | 0.01% | No change | 5,204 | $540K |
| Centerpoint Advisory Group | 0.46% | No change | 5,163 | $535K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 4,949 | $513K |
| Novak & Powell Financial Services, Inc. | 0.34% | No change | 4,751 | $493K |
| Synovus Financial Corp. | 0.01% | Reduce -0.2% | 4,734 | $491K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 4,728 | $490K |
| Captrust Financial Advisors | 0.00% | No change | 4,624 | $479K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +6.6% | 4,446 | $461K |
| Creative Planning | 0.00% | Reduce -4.9% | 4,409 | $457K |
| Gentry Private Wealth, LLC | 0.35% | No change | 4,383 | $454K |
| GoalVest Advisory LLC | 0.11% | No change | 4,383 | $454K |
| Spire Wealth Management | 0.02% | Reduce -76.4% | 4,378 | $454K |
| Mosaic Financial Group, LLC | 0.34% | No change | 4,300 | $446K |
| Atria Investments, Inc | 0.01% | Add +16.3% | 4,230 | $439K |
| Jones Financial Companies LLLP | 0.00% | Add +59.1% | 4,204 | $434K |
| QTR Family Wealth, LLC | 0.27% | Reduce -10.0% | 4,183 | $434K |
| &partners | 0.00% | Reduce -4.1% | 4,139 | $429K |
| Global Retirement Partners, LLC | 0.01% | — | 4,068 | $422K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,050 | $420K |
"% 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.