Skip to content
Disclosery

FXH FIRST TR EXCHANGE-TRADED FD

Follow

HLTH CARE ALPH (fund)

248 managers (250 13F filers) reported a position in FXH shares at 2025-03-31, 4,769,219 shares in all. 18 filers opened a position and 18 filers sold out during the quarter.

Managers
248
13F filers
250
New
18
Added
43
Reduced
101
Sold out
18
Shares held by filers
4,769,219

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.232$24K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.223$23.1K0.02%-9013F-HRTimeline
PRIVATE TRUST CO NA218$22.6K<0.01%+14513F-HRTimeline
Westside Investment Management, Inc.216$22.4K<0.01%-5013F-HRTimeline
HighMark Wealth Management LLC210$21.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.200$20.7K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$20.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC191$19.8K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC190$19.7K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC190$19.7K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc177$18.4K0.01%013F-HRTimeline
Asset Dedication, LLC176$18.2K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…175$18.1K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC175$18.1K0.01%-10013F-HRTimeline
BLAIR WILLIAM & CO/IL165$17.1K<0.01%-50013F-HRTimeline
Lowe Wealth Advisors, LLC161$16.7K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC146$15.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc133$13.8K<0.01%+8713F-HRTimeline
Hexagon Capital Partners LLC133$13.8K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC130$13.5K<0.01%013F-HRTimeline
HM PAYSON & CO125$12.9K<0.01%013F-HRTimeline
Dunhill Financial, LLC100$10.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$10.4K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC97$10K<0.01%new13F-HRTimeline
Glassman Wealth Services90$9.32K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC86$8.91K<0.01%013F-HRTimeline
Transce3nd, LLC70$7.25K<0.01%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC68$7.04K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.61$6.32K0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.57$5.91K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC57$5.91K<0.01%013F-HR/ATimeline
TD Capital Management LLC50$5.23K<0.01%013F-HRTimeline
Arax Advisory Partners46$4.77K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC44$4.54K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40$4.14K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC40$4.14K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36$3.75K<0.01%013F-HRTimelineGroup
Luminist Capital LLC34$3.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC32$3.31K<0.01%013F-HRTimeline
WealthShield Partners, LLC29$3K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.20$2.09K<0.01%013F-HRTimeline
Larson Financial Group LLC20$2.03K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC12$1.24K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12$1.24K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC12$1.24K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$414<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-98413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.