First Trust Health Care AlphFXHETF
13F holders, Q1 2026 (March 31)238holders −1
24new positions
21sold out
1famous investor
$109.24avg. 13F price*
At the end of Q1 2026, 238 institutions reported holding First Trust Health Care Alph (FXH) in their 13F filings, down 1 from Q4 2025. 24 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($90.0M), Bank of America Corp. ($32.7M) and LPL Financial LLC ($30.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.6M |
| Exits | 21 | $13.2M |
All 13F filers, Q4 2025 → Q1 2026: 173,523 shares bought and 554,517 shares sold, net −380,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| Morgan Stanley | 0.01% | Reduce -18.4% | 819,837 | $90.0M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 297,498 | $32.7M |
| LPL Financial LLC | 0.01% | Reduce -3.4% | 281,852 | $30.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.5% | 280,415 | $30.8M |
| Wells Fargo & Company | 0.01% | Reduce -7.2% | 267,805 | $29.4M |
| Rockport Wealth LLC | 2.89% | Reduce -4.6% | 144,727 | $15.9M |
| UBS Group AG | 0.00% | Reduce -3.7% | 117,690 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.9% | 106,828 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +19.4% | 78,075 | $8.6M |
| Perryman Financial Advisory Inc. | 1.20% | Add +0.1% | 72,811 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.6% | 69,164 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.8% | 64,990 | $7.1M |
| Cetera Investment Advisers | 0.01% | Reduce -10.2% | 62,310 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.6% | 58,880 | $6.5M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -3.8% | 54,342 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.9% | 49,347 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +8.6% | 45,529 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.8% | 39,435 | $4.3M |
| Paller Financial Services Inc | 3.37% | Reduce -3.0% | 37,105 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.8% | 34,993 | $3.8M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +54.7% | 32,164 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.9% | 32,128 | $3.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.4% | 28,836 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +47.5% | 28,346 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 24,339 | $2.7M |
| Holistic Financial Partners | 0.92% | Reduce -10.3% | 22,609 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 22,502 | $2.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +21.6% | 21,153 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.5% | 20,618 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +0.5% | 19,654 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -30.6% | 19,117 | $2.1M |
| Financial Advisory Corp | 0.29% | Reduce -6.0% | 18,971 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +43.4% | 18,466 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +20.9% | 16,897 | $1.9M |
| SFI Advisors, LLC | 1.84% | Reduce -50.8% | 15,941 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 15,606 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | New | 15,190 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +155.1% | 15,161 | $1.7M |
| Security Financial Services, INC. | 0.26% | No change | 15,079 | $1.7M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -0.8% | 14,305 | $1.6M |
| PCG Wealth Advisors, LLC | 0.38% | Add +2.1% | 13,735 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -2.9% | 13,259 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -2.2% | 13,258 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.4% | 12,838 | $1.4M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -2.9% | 12,251 | $1.3M |
| CX Institutional | 0.04% | Add +47.1% | 11,679 | $1.3M |
| Morey & Quinn Wealth Partners, LLC | 0.89% | Reduce -0.6% | 11,458 | $1.3M |
| Schrum Private Wealth Management LLC | 0.96% | No change | 11,432 | $1.3M |
| Wagner Wealth Management, LLC | 0.24% | Reduce -0.0% | 10,629 | $1.2M |
| OneAscent Financial Services LLC | 0.06% | Add +2.4% | 10,628 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +53.7% | 10,265 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.9% | 9,860 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.4% | 9,326 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Add +0.1% | 9,254 | $1.0M |
| Apollon Financial, LLC | 0.14% | Reduce -2.1% | 9,093 | $998K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -14.4% | 8,884 | $975K |
| Benjamin Edwards Inc. | 0.01% | Add +20.3% | 8,632 | $948K |
| Lake Street Private Wealth, LLC | 0.11% | Add +2.8% | 8,180 | $898K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.1% | 8,169 | $897K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 7,830 | $860K |
| IFP Advisors, Inc | 0.02% | Reduce -5.7% | 7,602 | $834K |
| Hancock Whitney Corp. | 0.01% | No change | 7,000 | $791K |
| Jacobi Capital Management LLC | 0.04% | Add +0.1% | 7,187 | $789K |
| Mutual Advisors, LLC | 0.02% | Reduce -37.2% | 7,175 | $788K |
| Keating Financial Advisory Services, Inc. | 0.13% | Add +1.9% | 7,074 | $777K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.8% | 6,775 | $744K |
| HB Wealth Management, LLC | 0.00% | No change | 6,740 | $740K |
| Advisory Advocates, LLC | 0.75% | No change | 6,700 | $735K |
| Jones Financial Companies LLLP | 0.00% | Add +5.4% | 6,905 | $722K |
| MAI Capital Management | 0.00% | Reduce -9.5% | 6,218 | $683K |
| Stephens Inc. | 0.01% | Add +0.2% | 6,208 | $681K |
| US Bancorp \de | 0.00% | Reduce -44.4% | 6,194 | $680K |
| Regal Investment Advisors LLC | 0.04% | No change | 6,180 | $678K |
| Cathy Pareto & Associates, Inc. | 0.45% | Reduce -4.9% | 6,111 | $670K |
| Gateway Wealth Partners, LLC | 0.03% | Add +110.5% | 5,875 | $645K |
| WealthPLAN Partners, LLC | 0.12% | Reduce -0.9% | 5,864 | $644K |
| Level Four Advisory Services, LLC | 0.02% | Add +4.0% | 5,809 | $638K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | No change | 5,769 | $633K |
| Snowden Capital Advisors LLC | 0.02% | New | 5,704 | $626K |
| Alliance Wealth Advisors, LLC | 0.30% | No change | 5,697 | $625K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.3% | 5,512 | $605K |
| Atria Investments, Inc | 0.01% | Reduce -30.6% | 5,446 | $598K |
| Evoke Wealth, LLC | 0.01% | No change | 5,378 | $590K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +9.8% | 5,261 | $578K |
| Worthington Financial Partners, LLC | 0.48% | Reduce -1.2% | 5,134 | $564K |
| Captrust Financial Advisors | 0.00% | Add +10.7% | 5,120 | $562K |
| Corient Private Wealth LP | 0.00% | Reduce -0.0% | 23,922 | $553K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -17.0% | 5,026 | $552K |
| Old National Bancorp | 0.01% | Reduce -7.8% | 5,001 | $549K |
| AE Wealth Management LLC | 0.00% | Reduce -3.7% | 4,958 | $544K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 4,930 | $541K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.9% | 4,866 | $534K |
| Creative Planning | 0.00% | Add +11.5% | 4,739 | $520K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -16.8% | 4,627 | $508K |
| Centerpoint Advisory Group | 0.38% | Reduce -4.2% | 4,613 | $506K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.0% | 4,573 | $505K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 4,603 | $505K |
| Citadel Advisors | 0.00% | New | 4,582 | $503K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.4% | 4,577 | $502K |
| Novak & Powell Financial Services, Inc. | 0.26% | Reduce -2.2% | 4,451 | $489K |
"% 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.