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
MORGAN STANLEYin group MORGAN STANLEY1,104,989$114M0.01%-186,37613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN492,436$51M0.01%-98,64913F-HRTimelineGroup
LPL Financial LLC335,059$34.7M0.01%-39,26713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,652$28.5M<0.01%-7,58913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,862$28M0.01%-18,03513F-HRTimelineGroup
UBS Group AGin group UBS Group AG172,233$17.8M<0.01%-35,08513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC161,227$16.7M0.4%-11,72013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,587$13.2M<0.01%+34,39413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC123,964$12.8M<0.01%-37,63313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC95,317$9.88M0.01%-3,47813F-HRTimeline
Janney Montgomery Scott LLC75,383$7.81M0.02%-4,33813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,676$6.7M0.01%+9,41713F-HRTimelineGroup
Cetera Investment Advisers64,113$6.64M0.01%-5,40713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,660$6.28M<0.01%-6,70513F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.59,270$6.14M0.16%-5,41313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,865$5.17M<0.01%-9,38013F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,095$4.67M0.02%-22,94613F-HRTimeline
Holistic Financial Partners43,571$4.51M2.18%-3,75413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,408$3.77M0.01%+1,24213F-HRTimelineGroup
SFI Advisors, LLC36,213$3.75M2.77%new13F-HRTimeline
HighTower Advisors, LLC31,618$3.28M<0.01%+76513F-HRTimeline
Private Advisor Group, LLC30,665$3.18M0.02%-24713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,600$3.07M0.01%+3,57613F-HRTimelineGroup
Waverly Advisors, LLC28,277$2.93M0.04%-4913F-HRTimeline
Steward Partners Investment Advisory, L…25,873$2.68M0.02%-1,61113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,748$2.36M<0.01%-1,59113F-HRTimelineGroup
Financial Advisory Corp22,102$2.29M0.38%-1,75913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,357$2.21M<0.01%-5,63413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,414$2.11M<0.01%-19313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,352$2.11M0.01%-1,97613F-HRTimeline
CX Institutional18,740$1.94M0.07%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,532$1.92M0.06%-19913F-HRTimelineGroup
Moment Partners, LLC15,862$1.64M0.33%-16613F-HRTimeline
Morey & Quinn Wealth Partners, LLC15,681$1.62M1.35%+6813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,454$1.6M-454Timeline
Security Financial Services, INC.15,079$1.56M0.31%013F-HRTimeline
Schrum Private Wealth Management LLC14,938$1.55M1.36%-20013F-HRTimeline
Prosperity Consulting Group, LLC14,736$1.53M0.12%-3313F-HRTimeline
Golden State Wealth Management, LLC14,689$1.52M0.23%-86213F-HR/ATimeline
Geneos Wealth Management Inc.14,542$1.51M0.02%+10,27513F-HRTimeline
Strategic Blueprint, LLC13,576$1.41M0.08%+97213F-HRTimeline
Virtue Capital Management, LLC13,564$1.4M0.16%new13F-HRTimeline
MML INVESTORS SERVICES, LLC13,393$1.39M<0.01%+5,43513F-HRTimeline
IFP Advisors, Inc12,506$1.3M0.04%-3,99313F-HRTimeline
Atria Wealth Solutions, Inc.12,175$1.26M0.02%-26713F-HRTimeline
Wagner Wealth Management, LLC11,624$1.2M0.3%+4413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding11,140$1.15M-4,152Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,040$1.14M<0.01%-27813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,345$1.07M<0.01%-10,78013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,831$1.02M<0.01%-7,29213F-HRTimelineGroup
Beacon Pointe Advisors, LLC9,772$1.01M0.01%+4,00413F-HRTimeline
Farther Finance Advisors, LLC9,323$958K0.02%+9,02813F-HRTimeline
First Heartland Consultants, Inc.9,222$955K0.1%+6,20713F-HRTimeline
Quantinno Capital Management LP9,187$952K0.01%+6913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,640$895K<0.01%-30813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,600$891K<0.01%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC8,420$872K0.14%+2513F-HRTimeline
Empowered Funds, LLC8,405$871K0.01%new13F-HRTimeline
Mutual Advisors, LLC8,516$841K0.02%-90113F-HRTimeline
Integrated Advisors Network LLC8,021$831K0.04%-1,12013F-HRTimeline
NewEdge Advisors, LLC7,880$816K<0.01%-8,79913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC7,753$803K0.71%-98413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,418$769K0.01%-1813F-HRTimelineGroup
Sanctuary Advisors, LLC7,412$768K0.01%+1,36813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,307$757K0.12%+5,04813F-HRTimeline
Prospera Financial Services Inc7,253$752K0.02%-18413F-HRTimeline
Jacobi Capital Management LLC7,085$734K0.05%+10913F-HRTimeline
HANCOCK WHITNEY CORP7,000$725K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,760$700K0.01%-69313F-HRTimelineGroup
HB Wealth Management, LLC6,740$698K0.01%013F-HRTimeline
MAI Capital Management6,730$697K0.01%-20913F-HRTimeline
RFG Advisory, LLC6,607$684K0.02%+2,00313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,488$672K0.03%-45313F-HRTimelineGroup
Financial Partners Group, Inc6,357$659K0.1%-58813F-HRTimeline
Sequoia Financial Advisors, LLC6,304$653K0.01%new13F-HRTimeline
Regal Investment Advisors LLC6,180$640K0.05%013F-HRTimeline
WealthPLAN Partners, LLC6,137$636K0.09%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,127$635K0.01%-38713F-HRTimelineGroup
Alliance Wealth Advisors, LLC6,040$626K0.37%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,020$624K0.04%+8513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,507$621K<0.01%013F-HR/ATimelineGroup
Spectrum Wealth Advisory Group, LLC5,769$598K0.29%013F-HRTimeline
Tradition Wealth Management, LLC5,672$588K0.05%+213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,622$582K0.05%-13013F-HR/ATimeline
Arkadios Wealth Advisors5,557$576K0.02%-1,06213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,521$572K0.01%-4013F-HRTimelineGroup
One Charles Private Wealth Services, LLC5,514$571K0.18%013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,472$567K0.01%-19513F-HRTimeline
Perigon Wealth Management, LLC5,204$539K0.01%+113F-HRTimeline
Centerpoint Advisory Group5,163$535K0.53%013F-HRTimeline
D.A. DAVIDSON & CO.5,077$526K<0.01%-4,90613F-HRTimeline
Western Wealth Management, LLC4,948$513K0.03%-35513F-HRTimeline
B. Riley Wealth Advisors, Inc.4,808$498K0.02%+83513F-HRTimeline
Novak & Powell Financial Services, Inc.4,751$492K0.31%-16913F-HRTimeline
SYNOVUS FINANCIAL CORP4,743$491K0.01%+213F-HRTimeline
FLOW TRADERS U.S. LLC4,730$490K0.02%-17,19213F-HRTimeline
Kingsview Wealth Management, LLC4,728$490K0.01%013F-HRTimeline
Kovack Advisors, Inc.4,653$482K0.05%+113F-HRTimeline
QTR Family Wealth, LLC4,646$481K0.36%13F-HRTimeline
Creative Planningin group Creative Planning4,637$480K<0.01%-30113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,624$479K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,620$479K<0.01%-29,40113F-HRTimelineGroup
SeaCrest Wealth Management, LLC4,454$461K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,413$457K0.02%-93613F-HRTimeline
GoalVest Advisory LLC4,383$454K0.12%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,383$454K0.37%new13F-HRTimeline
Smart Money Group LLC4,380$454K0.15%-5,49613F-HR/ATimeline
&PARTNERS4,316$445K<0.01%-6513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,300$445K0.36%013F-HRTimeline
Insight Advisors, LLC/ PA4,202$435K0.08%+413F-HRTimeline
Pine Valley Investments Ltd Liability Co4,172$432K0.03%+11413F-HRTimeline
Northeast Financial Consultants Inc4,050$420K0.02%013F-HRTimeline
Pacific Sun Financial Corp3,980$412K0.23%-19013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,793$392K0.09%-513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,737$387K0.01%-51513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,659$379K0.03%-80813F-HRTimeline
Jaffetilchin Investment Partners, LLC3,640$377K0.03%new13F-HRTimeline
Atria Investments, Inc3,638$377K<0.01%-4713F-HRTimeline
Koshinski Asset Management, Inc.3,600$373K0.03%-21013F-HRTimeline
MGO ONE SEVEN LLC3,537$366K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,490$362K0.02%-1,18713F-HR/ATimelineGroup
Signature Wealth Management Partners, L…3,440$356K0.23%+19413F-HRTimeline
PFG Advisors3,332$345K0.02%-1,00413F-HRTimeline
Trueblood Wealth Management, LLC3,258$338K0.16%013F-HRTimeline
DAVENPORT & Co LLC3,248$336K<0.01%-34713F-HRTimeline
Prasad Wealth Partners, LLC3,183$330K0.11%-20313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,131$324K0.05%+64213F-HRTimeline
FMR LLCin group FMR LLC3,106$322K<0.01%+6313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,015$312K<0.01%+43913F-HRTimeline
Gateway Wealth Partners, LLC2,979$309K0.07%-6,37913F-HRTimeline
Americana Partners, LLC2,918$302K0.01%-55013F-HRTimeline
Dominguez Wealth Management Solutions, …2,832$293K0.21%+213F-HRTimeline
COMERICA BANK2,801$290K<0.01%-38913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,740$284K0.14%013F-HRTimeline
L.M. KOHN & COMPANY2,676$277K0.07%-44113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,642$272K<0.01%+24913F-HR/ATimelineGroup
Christensen, King & Associates Investme…2,544$267K0.13%013F-HRTimeline
CWM, LLCin group CWM, LLC2,576$267K<0.01%-413F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC2,566$266K0.22%013F-HRTimeline
MTM Investment Management, LLC2,582$265K0.1%013F-HRTimeline
PCG Wealth Advisors, LLC2,525$262K0.09%013F-HRTimeline
ABLE Financial Group, LLC2,505$260K0.07%-1,73813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,434$252K<0.01%+22813F-HRTimelineGroup
1776 Wealth LLC2,383$247K0.11%013F-HRTimeline
Sigma Planning Corp2,378$246K0.01%-2,63213F-HRTimeline
Ausdal Financial Partners, Inc.2,293$238K0.02%-4013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,261$235K0Timeline
Coppell Advisory Solutions LLC2,342$234K0.03%-5,72113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,255$234K0.03%+113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,241$232K0.02%-7813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,191$227K0.1%-9,62613F-HRTimeline
Cyndeo Wealth Partners, LLC2,137$221K0.01%013F-HRTimeline
Bison Wealth, LLC2,067$214K0.02%-63713F-HRTimeline
Richmond Investment Services, LLC2,062$214K0.12%+113F-HRTimeline
Clearwater Capital Advisors, LLC2,000$207K0.02%013F-HRTimeline
REAP Financial Group, LLC1,991$206K0.05%-38413F-HRTimeline
Snowden Capital Advisors LLC1,991$206K0.01%-9,29513F-HRTimeline
Onyx Bridge Wealth Group LLC1,977$205K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,965$204K0.01%-50413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,944$201K0.01%-15513F-HRTimeline
WEDBUSH SECURITIES INC1,942$201K0.01%-9913F-HRTimeline
Allworth Financial LP1,696$168K<0.01%+14213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,459$151K0.01%-15513F-HRTimeline
Register Financial Advisors LLC1,406$146K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,312$136K<0.01%-6413F-HRTimelineGroup
CoreCap Advisors, LLC1,292$134K0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,282$133K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,200$124K0.02%+1,14813F-HRTimeline
Wilmington Savings Fund Society, FSB1,125$117K<0.01%013F-HRTimeline
ATWOOD & PALMER INC1,090$113K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.981$101K0.01%+97913F-HRTimeline
Tidemark, LLC958$99.2K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC935$97K<0.01%-16513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/830$86K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC804$83.3K<0.01%-40513F-HRTimeline
Sunbelt Securities, Inc.802$83.1K0.01%-2613F-HRTimeline
Truvestments Capital LLC801$83K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC694$71.9K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.680$63.7K<0.01%013F-HRTimelineGroup
City State Bank593$61.4K0.02%013F-HRTimeline
GAMMA Investing LLC589$61K<0.01%-2013F-HR/ATimeline
Addison Advisors LLC547$56.7K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.520$53.9K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC500$51.8K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC469$49K<0.01%+35213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC450$46.6K<0.01%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC450$46.6K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.447$46.3K0.02%013F-HRTimeline
Creekmur Asset Management LLC417$43.2K0.01%013F-HRTimeline
Blue Trust, Inc.401$41.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC357$37K<0.01%new13F-HRTimeline
Creative Capital Management Investments…349$36.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340$35.2K<0.01%013F-HRTimelineGroup
MCF Advisors LLC326$33.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC320$33.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.323$33K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.306$31.7K0.01%013F-HRTimeline
Rossby Financial, LCC319$31.5K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…302$31.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC279$28.9K<0.01%-59313F-HRTimelineGroup