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Disclosery

FXH FIRST TR EXCHANGE-TRADED FD

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HLTH CARE ALPH (fund)

251 managers (254 13F filers) reported a position in FXH shares at 2024-12-31, 5,317,532 shares in all. 14 filers opened a position and 30 filers sold out during the quarter.

Managers
251
13F filers
254
New
14
Added
40
Reduced
111
Sold out
30
Shares held by filers
5,317,532

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Quest 10 Wealth Builders, Inc.313$32.6K0.03%13F-HRTimeline
Physician Wealth Advisors, Inc.306$31.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…302$31.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC295$30.7K<0.01%013F-HRTimeline
WASHINGTON TRUST Co278$28.9K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC275$28.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.266$27.7K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.232$24.2K<0.01%013F-HRTimelineGroup
Householder Group Estate & Retirement S…228$23K0.02%-7013F-HRTimeline
HighMark Wealth Management LLC210$21.9K0.01%013F-HRTimeline
LEE DANNER & BASS INC200$20.8K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.200$20.8K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$20.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC191$19.9K<0.01%+19013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC190$19.8K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC190$19.8K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc177$18.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Dedication, LLC176$18.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…175$18.2K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC161$16.8K0.01%013F-HRTimeline
Hexagon Capital Partners LLC133$13.8K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC130$13.5K<0.01%013F-HRTimeline
HM PAYSON & CO125$13K<0.01%013F-HRTimeline
Avior Wealth Management, LLC124$12.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117$12K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC100$10.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$10.4K<0.01%013F-HRTimeline
Global Financial Private Client, LLC86$8.96K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA73$7.55K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC68$7.08K<0.01%013F-HRTimelineGroup
Transce3nd, LLC65$6.77K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.61$6.35K0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.57$5.94K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC57$5.93K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…52$5.41K<0.01%-1,01413F-HRTimeline
TD Capital Management LLC50$5.25K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc46$4.79K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC44$4.57K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$4.17K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36$3.75K<0.01%-69413F-HRTimelineGroup
Luminist Capital LLC34$3.54K0.01%13F-HRTimeline
SIGNATUREFD, LLC32$3.33K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$2.1K<0.01%013F-HRTimeline
Larson Financial Group LLC20$2.04K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC12$1.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12$1.3K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC12$1.25K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2$2240.02%-2,16913F-HRTimeline
RE Dickinson Investment Advisors, LLC100$1040.01%013F-HR/ATimeline
Continuum Advisory, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.