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Disclosery

FXH FIRST TR EXCHANGE-TRADED FD

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HLTH CARE ALPH (fund)

248 managers (252 13F filers) reported a position in FXH shares at 2026-06-30, 4,255,693 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
248
13F filers
252
New
35
Added
74
Reduced
66
Sold out
21
Shares held by filers
4,255,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY830,683$102M0.01%+10,84613F-HRTimelineGroup
LPL Financial LLC384,716$47.1M0.01%+102,86413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,642$37M<0.01%+5,14413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN282,254$34.5M0.01%+14,44913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,113$32.2M0.01%-17,30213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding178,822$21.9M+58,232Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,280$12.3M<0.01%-6,54813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,077$11.5M<0.01%+35,19713F-HRTimelineGroup
Prasad Wealth Partners, LLC83,752$10.3M2.47%+80,78713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD74,544$9.12M1.21%+1,73313F-HRTimeline
Cetera Investment Advisers71,952$8.81M0.01%+9,64213F-HRTimeline
Janney Montgomery Scott LLC68,182$8.35M0.02%+3,19213F-HRTimeline
Cambridge Investment Research Advisors,…65,562$8.03M0.02%+16,21513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,495$7.65M<0.01%-15,58013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,079$7.48M0.01%-8,08513F-HRTimeline
HighTower Advisors, LLC54,198$6.63M0.01%+8,66913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC50,233$6.15M0.08%-4,10913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,350$4.94M0.01%+91513F-HRTimelineGroup
Paller Financial Services Inc32,992$4.04M3.02%-4,11313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,919$4.03M0.16%+75513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,599$3.99M<0.01%-2,39413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,210$3.82M0.01%-91813F-HRTimelineGroup
Waverly Advisors, LLC30,159$3.69M0.02%+1,32313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,258$3.34M<0.01%-1,08813F-HRTimelineGroup
Geneos Wealth Management Inc.26,754$3.27M0.07%+17,87013F-HRTimeline
PCG Wealth Advisors, LLC25,948$3.18M0.71%+12,21313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC24,809$3.04M0.01%+7,91213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,321$2.87M<0.01%+81913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP23,159$2.83M<0.01%-76313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…20,470$2.51M0.01%-14813F-HRTimeline
Farther Finance Advisors, LLC20,039$2.45M0.02%-1,11413F-HRTimeline
Private Advisor Group, LLC19,924$2.44M0.01%+80713F-HRTimeline
ABLE Financial Group, LLC19,911$2.44M0.41%new13F-HRTimeline
Financial Advisory Corp18,978$2.32M0.31%+713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,182$2.23M<0.01%-1,47213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding17,704$2.17M-2,630Timeline
Mutual Advisors, LLC16,547$2.03M0.04%+9,37213F-HRTimeline
SFI Advisors, LLC15,592$1.91M1.65%-34913F-HRTimeline
Holistic Financial Partners15,279$1.87M1.14%-7,33013F-HRTimeline
Security Financial Services, INC.15,079$1.85M0.26%013F-HRTimeline
Sanctuary Advisors, LLC14,363$1.76M0.01%+1,52513F-HRTimeline
Foundations Investment Advisors, LLC14,014$1.72M0.02%new13F-HRTimeline
Prosperity Consulting Group, LLC13,806$1.69M0.06%-49913F-HRTimeline
Quantinno Capital Management LP13,041$1.6M<0.01%-21713F-HRTimeline
Prospera Financial Services Inc12,635$1.55M0.02%-62413F-HRTimeline
Golden State Wealth Management, LLC12,115$1.48M0.14%-13613F-HRTimeline
MAI Capital Management11,577$1.42M0.01%+5,35913F-HRTimeline
IFP Advisors, Inc11,553$1.41M0.03%+3,95113F-HRTimeline
Morey & Quinn Wealth Partners, LLC11,104$1.36M0.87%-35413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,083$1.36M0.01%+2,45113F-HRTimelineGroup
Schrum Private Wealth Management LLC12,718$1.33M1.37%+1,28613F-HRTimeline
NewEdge Advisors, LLC10,625$1.3M<0.01%+36013F-HRTimeline
Wagner Wealth Management, LLC10,074$1.23M0.23%-55513F-HRTimeline
First Heartland Consultants, Inc.9,541$1.17M0.08%+28713F-HRTimeline
Beacon Pointe Advisors, LLC9,070$1.11M0.01%-25613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,715$1.07M0.12%+53513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC8,583$1.05M0.12%-51013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,333$1.02M<0.01%-1,52713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,170$1000K<0.01%+34013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,111$993K<0.01%-7,07913F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,014$981K0.01%-15513F-HRTimelineGroup
Gateway Wealth Partners, LLC7,992$978K0.06%+2,11713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,577$927K0.01%+3,49713F-HRTimelineGroup
Jacobi Capital Management LLC7,192$880K0.04%+513F-HRTimeline
HANCOCK WHITNEY CORP7,000$857K0.01%013F-HRTimeline
Maridea Wealth Management LLC6,906$845K0.09%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,775$829K<0.01%013F-HRTimeline
HB Wealth Management, LLC6,740$825K<0.01%013F-HRTimeline
Atria Investments, Inc6,731$824K0.01%+1,28513F-HRTimeline
Advisory Advocates, LLC6,700$820K0.7%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,647$817K<0.01%-25813F-HRTimelineGroup
Keating Financial Advisory Services, In…6,568$804K0.11%-50613F-HRTimeline
MML INVESTORS SERVICES, LLC6,423$786K<0.01%+2,04713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,265$767K0.01%+5713F-HRTimelineGroup
Snowden Capital Advisors LLC6,263$767K0.02%+55913F-HRTimeline
Regal Investment Advisors LLC6,180$756K0.04%013F-HRTimeline
CX Institutional6,141$752K0.02%-5,53813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,058$741K<0.01%new13F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC5,864$718K0.42%-24713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,809$711K0.02%013F-HRTimelineGroup
Kingsview Wealth Management, LLC5,795$709K0.01%+92913F-HRTimeline
Spectrum Wealth Advisory Group, LLC5,769$706K0.2%013F-HRTimeline
Alliance Wealth Advisors, LLC5,697$697K0.28%013F-HRTimeline
WealthPLAN Partners, LLC5,691$697K0.13%-17313F-HRTimeline
Pine Valley Investments Ltd Liability Co5,592$684K0.03%+33113F-HRTimeline
Worthington Financial Partners, LLC5,243$642K0.53%+10913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,223$639K0.04%+19713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,120$627K<0.01%013F-HRTimeline
Western Wealth Management, LLC4,934$604K0.02%+33113F-HRTimeline
AE Wealth Management LLC4,888$598K<0.01%-7013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,850$594K<0.01%-66213F-HRTimelineGroup
Creative Planningin group Creative Planning4,807$588K<0.01%+6813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,646$569K0.01%+59613F-HRTimeline
D.A. DAVIDSON & CO.4,608$564K<0.01%+3113F-HRTimeline
Tradition Wealth Management, LLC4,607$564K0.03%-2013F-HRTimeline
One Charles Private Wealth Services, LLC4,518$553K0.13%-41213F-HRTimeline
Kovack Advisors, Inc.4,467$551K0.03%-10613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,494$550K0.03%-6,13413F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/4,481$548K0.01%-52013F-HRTimeline
Centerpoint Advisory Group4,463$546K0.35%-15013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,354$545KnewTimeline
Novak & Powell Financial Services, Inc.4,431$542K0.26%-2013F-HRTimeline
Perigon Wealth Management, LLC4,311$528K0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,300$526K0.34%013F-HRTimeline
Global Retirement Partners, LLC4,161$509K0.01%13F-HRTimeline
Trueblood Wealth Management, LLC4,108$503K0.18%+43013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,081$500K0.15%+54313F-HRTimeline
World Investment Advisors4,515$499K0.01%+13413F-HRTimeline
NAVELLIER & ASSOCIATES INC4,060$497K0.04%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,046$495K<0.01%+1,80413F-HRTimelineGroup
NewEdge Wealth, LLC4,041$495K<0.01%new13F-HRTimeline
Rockport Wealth LLC3,988$488K0.08%-140,73913F-HRTimeline
GoalVest Advisory LLC3,925$480K0.09%-17813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,925$480K0.25%-17813F-HRTimeline
&PARTNERS3,831$469K<0.01%+28013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,710$458K0.03%013F-HRTimeline
Arkadios Wealth Advisors3,722$456K0.01%-11,43913F-HRTimeline
Insight Advisors, LLC/ PA3,591$440K0.08%-11813F-HRTimeline
QTR Family Wealth, LLC3,577$438K0.15%-11313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,479$426K0.04%new13F-HRTimeline
RPg Family Wealth Advisory, LLC3,390$415K0.07%+26213F-HR/ATimeline
Purus Wealth Management, LLC3,347$410K0.11%+1,20513F-HRTimeline
Risk Paradigm Group, LLC3,300$404K0.32%+26213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,266$400K0.01%+8213F-HRTimeline
Financial Partners Group, Inc3,244$397K0.04%013F-HRTimeline
Pacific Sun Financial Corp3,215$394K0.16%-26513F-HRTimeline
Silver Grove Financial Group, Inc.3,212$393K0.21%+3713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,191$391K<0.01%+3,17713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,174$388K0.01%-70813F-HRTimelineGroup
FMR LLCin group FMR LLC3,097$379K<0.01%+18713F-HRTimelineGroup
Integrated Wealth Concepts LLC3,016$369K<0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,993$366K<0.01%-1,43413F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,833$347K<0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC2,823$345K0.04%-2513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,821$345K<0.01%-1813F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.2,740$335K0.12%013F-HRTimeline
Dominguez Wealth Management Solutions, …2,681$328K0.18%+213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,646$328K<0.01%-8413F-HRTimeline
Christensen, King & Associates Investme…2,547$312K0.12%013F-HRTimeline
Koshinski Asset Management, Inc.2,470$302K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC2,401$294K0.01%+113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,347$287K0.02%+7213F-HRTimeline
HighPoint Advisor Group LLC2,197$269K0.01%+34113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,167$265K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,123$260K<0.01%+15713F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,102$257K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,072$254K+173Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,010$246K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC2,000$245K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,990$244K<0.01%new13F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC1,990$244K0.11%013F-HRTimeline
Allworth Financial LP1,974$242K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC1,934$237K0.12%-65113F-HRTimeline
MTM Investment Management, LLC1,922$235K0.07%013F-HRTimeline
Capital Square, LLC1,859$231K0.1%-913F-HRTimeline
Ridgeline Wealth Planning, LLC1,858$227K0.14%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,812$222K0.02%new13F-HRTimeline
Kellett Wealth Advisors, LLC1,806$221K0.1%new13F-HRTimeline
Sovereign Financial Group, Inc.1,790$219K0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,770$218K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,775$217K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,747$214K0.02%new13F-HRTimeline
Kingsbury Capital Investment Advisors L…1,726$211K0.18%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,726$211K0.18%new13F-HRTimeline
1776 Wealth LLC1,654$202K0.07%new13F-HRTimeline
Delos Wealth Advisors, LLC1,648$202K0.1%013F-HRTimeline
IFG Advisory, LLC1,527$187K0.01%new13F-HRTimeline
GAMMA Investing LLC1,501$184K0.01%-113F-HRTimeline
Register Financial Advisors LLC1,356$166K0.05%013F-HRTimeline
Parallel Advisors, LLC1,314$161K<0.01%-5813F-HRTimeline
REAP Financial Group, LLC1,293$158K0.03%-37513F-HRTimeline
Ashton Thomas Private Wealth, LLC1,269$155K<0.01%+11713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,227$150K<0.01%+78213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,200$147K<0.01%-6013F-HRTimelineGroup
Topsail Wealth Management, LLC1,196$146K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,166$143K0.01%-6413F-HRTimeline
CoreCap Advisors, LLC1,165$143K<0.01%+2413F-HRTimeline
Tidemark, LLC952$117K0.03%013F-HRTimeline
ATWOOD & PALMER INC950$116K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC935$114K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB900$110K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC894$110K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/839$102K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC809$99K0.01%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.728$89.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.636$78K0.01%-13113F-HRTimeline
PRIVATE TRUST CO NA613$75K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC594$72.7K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.591$72.3K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.526$65K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.517$63.3K0.03%013F-HRTimeline
Founders Financial Alliance, LLC505$61.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$61.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC498$61K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC470$57.5K0.01%new13F-HRTimeline
Blue Trust, Inc.405$49.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…366$44.8K<0.01%+1613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.358$43.8K<0.01%+28313F-HRTimelineGroup
Crews Bank & Trust353$43.2K0.01%013F-HRTimeline
Creative Capital Management Investments…349$42.7K0.01%013F-HRTimeline