FIRST TRUST HEALTH CARE ALPH FXH
$126.20
+2.2% 52w: $97.65 – $126.20
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data97.65111.92126.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
238
-1 QoQ
13F value
$442.9M
-12.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.2×
$580K calls / $478K puts
Institutional value by quarter
Number of holders
Who owns FXH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 819.8K | $90.0M | 0.0% | -18.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 297.5K | $32.7M | 0.0% | -3.8% |
| LPL Financial LLC | Bank broker | 281.9K | $30.9M | 0.0% | -3.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 280.4K | $30.8M | 0.0% | -6.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 267.8K | $29.4M | 0.0% | -7.2% |
| Rockport Wealth LLC | Wealth advisor | 144.7K | $15.9M | 2.9% | -4.6% |
| UBS Group AG | Bank broker | 117.7K | $12.9M | 0.0% | -3.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 106.8K | $11.7M | 0.0% | -8.9% |
| ROYAL BANK OF CANADA | Bank broker | 78.1K | $8.6M | 0.0% | +19.4% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 72.8K | $8.0M | 1.2% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 69.2K | $7.6M | 0.0% | -12.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 65.0K | $7.1M | 0.0% | -4.8% |
| Cetera Investment Advisers | Wealth advisor | 62.3K | $6.8M | 0.0% | -10.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 58.9K | $6.5M | 0.0% | -15.6% |
| PGIM Custom Harvest LLC | Wealth advisor | 54.3K | $6.0M | 0.1% | -3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 49.3K | $5.4M | 0.0% | -22.9% |
| HighTower Advisors, LLC | Diversified mechanical | 45.5K | $5.0M | 0.0% | +8.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 39.4K | $4.3M | 0.0% | -25.8% |
| Paller Financial Services Inc | Wealth advisor | 37.1K | $4.1M | 3.4% | -3.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 35.0K | $3.8M | 0.0% | -53.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 32.2K | $3.5M | 0.2% | +54.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 32.1K | $3.5M | 0.0% | -3.9% |
| Waverly Advisors, LLC | Wealth advisor | 28.8K | $3.2M | 0.0% | -0.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 28.3K | $3.1M | 0.0% | +47.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.3K | $2.7M | 0.0% | New |
| Holistic Financial Partners | Wealth advisor | 22.6K | $2.5M | 0.9% | -10.3% |
| JPMORGAN CHASE & CO | Bank broker | 22.5K | $2.4M | 0.0% | +3.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 21.2K | $2.3M | 0.0% | +21.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 20.6K | $2.3M | 0.0% | +7.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 19.7K | $2.2M | 0.0% | +0.5% |
| Private Advisor Group, LLC | Wealth advisor | 19.1K | $2.1M | 0.0% | -30.6% |
| Financial Advisory Corp | Wealth advisor | 19.0K | $2.1M | 0.3% | -6.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.5K | $2.0M | 0.0% | +43.4% |
| ASSETMARK, INC | Wealth advisor | 16.9K | $1.9M | 0.0% | +21.0% |
| SFI Advisors, LLC | Wealth advisor | 15.9K | $1.7M | 1.8% | -50.7% |
| JANE STREET GROUP, LLC | Market maker | 15.6K | $1.7M | 0.0% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 15.2K | $1.7M | 0.0% | New |
| Arkadios Wealth Advisors | Wealth advisor | 15.2K | $1.7M | 0.0% | +155.1% |
| Security Financial Services, INC. | Wealth advisor | 15.1K | $1.7M | 0.3% | Held |
| Prosperity Consulting Group, LLC | Wealth advisor | 14.3K | $1.6M | 0.1% | -0.8% |
| PCG Wealth Advisors, LLC | Wealth advisor | 13.7K | $1.5M | 0.4% | +2.1% |
| Prospera Financial Services Inc | Diversified mechanical | 13.3K | $1.5M | 0.0% | -2.9% |
| Quantinno Capital Management LP | Diversified mechanical | 13.3K | $1.5M | 0.0% | -2.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 12.8K | $1.4M | 0.0% | +6.4% |
| Golden State Wealth Management, LLC | Wealth advisor | 12.3K | $1.3M | 0.1% | -2.9% |
| CX Institutional | Wealth advisor | 11.7K | $1.3M | 0.0% | +47.1% |
| Morey & Quinn Wealth Partners, LLC | Other | 11.5K | $1.3M | 0.9% | -0.5% |
| Schrum Private Wealth Management LLC | Wealth advisor | 11.4K | $1.3M | 1.0% | Held |
| Wagner Wealth Management, LLC | Wealth advisor | 10.6K | $1.2M | 0.2% | 0.0% |
| OneAscent Financial Services LLC | Wealth advisor | 10.6K | $1.2M | 0.1% | +2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.