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Disclosery

FXH FIRST TR EXCHANGE-TRADED FD

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HLTH CARE ALPH (fund)

225 managers (227 13F filers) reported a position in FXH shares at 2025-06-30, 4,432,909 shares in all. 10 filers opened a position and 38 filers sold out during the quarter.

Managers
225
13F filers
227
New
10
Added
42
Reduced
95
Sold out
38
Shares held by filers
4,432,909

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,009,987$105M0.01%-95,00213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN367,188$38.1M0.01%-125,24813F-HRTimelineGroup
LPL Financial LLC308,278$32M0.01%-26,78113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/258,181$26.8M<0.01%-16,47113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC254,954$26.4M0.01%-14,90813F-HRTimelineGroup
UBS Group AGin group UBS Group AG165,401$17.1M<0.01%-6,83213F-HRTimelineGroup
Rockport Wealth LLC151,419$15.7M3.64%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.124,184$12.9M0.19%+64,91413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC120,819$12.5M<0.01%-3,14513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,161$10.5M<0.01%-26,42613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC93,216$9.66M0.01%-2,10113F-HRTimeline
Janney Montgomery Scott LLC74,527$7.73M0.02%-85613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,192$6.24M0.01%-4,48413F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC59,735$6.19M0.13%-101,49213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,881$6.11M<0.01%-1,77913F-HR/ATimelineGroup
Cetera Investment Advisers54,803$5.68M0.01%-9,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,532$5.14M<0.01%-33313F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,006$4.87M0.01%+1,91113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,658$4.32M<0.01%+31,82713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,274$3.66M0.01%-1,13413F-HRTimelineGroup
SFI Advisors, LLC34,445$3.57M2.47%-1,76813F-HRTimeline
HighTower Advisors, LLC33,715$3.5M<0.01%+2,09713F-HRTimeline
Holistic Financial Partners33,277$3.45M1.51%-10,29413F-HRTimeline
Private Advisor Group, LLC32,877$3.41M0.02%+2,21213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,875$3.41M<0.01%+10,12713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,990$3.21M<0.01%+26,37013F-HR/ATimelineGroup
Waverly Advisors, LLC28,198$2.92M0.03%-7913F-HRTimeline
Steward Partners Investment Advisory, L…21,283$2.21M0.02%-4,59013F-HRTimeline
Financial Advisory Corp20,779$2.15M0.33%-1,32313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,414$2.12M<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,236$2.1M<0.01%-1,12113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,088$1.88M+2,634Timeline
Farther Finance Advisors, LLC16,944$1.76M0.04%+7,62113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,892$1.75M0.01%-3,46013F-HRTimeline
Security Financial Services, INC.15,079$1.56M0.28%013F-HRTimeline
Schrum Private Wealth Management LLC14,938$1.55M1.24%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,723$1.53M<0.01%+1,33013F-HRTimeline
Prosperity Consulting Group, LLC14,597$1.51M0.11%-13913F-HRTimeline
Golden State Wealth Management, LLC14,377$1.49M0.18%-31213F-HRTimeline
PCG Wealth Advisors, LLC13,473$1.4M0.71%+10,94813F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,298$1.38M1.1%-2,38313F-HRTimeline
Strategic Blueprint, LLC13,176$1.37M0.07%-40013F-HRTimeline
Atria Wealth Solutions, Inc.11,929$1.23M0.03%-24613F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC10,895$1.13M0.24%-24513F-HRTimelineGroup
Wagner Wealth Management, LLC10,885$1.13M0.26%-73913F-HRTimeline
Sanctuary Advisors, LLC10,442$1.08M0.01%+3,03013F-HRTimeline
CX Institutional10,123$1.05M0.04%-8,61713F-HR/ATimeline
Beacon Pointe Advisors, LLC9,452$980K0.01%-32013F-HRTimeline
First Heartland Consultants, Inc.9,286$963K0.09%+6413F-HRTimeline
Quantinno Capital Management LP9,099$943K<0.01%-8813F-HRTimeline
Geneos Wealth Management Inc.9,069$940K0.02%-5,47313F-HRTimeline
IFP Advisors, Inc8,382$869K0.02%-4,12413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,260$856K0.12%-16013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,954$825K<0.01%-68613F-HRTimelineGroup
Mutual Advisors, LLC7,916$810K0.02%-60013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,396$767K<0.01%-3,64413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,372$764K0.01%-4613F-HRTimelineGroup
NewEdge Advisors, LLC7,358$763K<0.01%-52213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC7,099$736K0.61%-65413F-HRTimeline
Jacobi Capital Management LLC7,088$735K0.05%+313F-HRTimeline
HANCOCK WHITNEY CORP7,000$726K0.01%013F-HRTimeline
Prospera Financial Services Inc6,942$721K0.01%-31113F-HRTimeline
Sequoia Financial Advisors, LLC6,724$697K<0.01%+42013F-HRTimeline
MAI Capital Management6,715$696K<0.01%-1513F-HRTimeline
Financial Partners Group, Inc6,358$659K0.09%+113F-HRTimeline
WealthPLAN Partners, LLC6,309$654K0.11%+17213F-HRTimeline
Regal Investment Advisors LLC6,180$641K0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,143$637K0.01%-61713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,135$636K0.02%-35313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,127$635K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,815$603K<0.01%-23,78513F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC5,769$598K0.28%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,759$597K<0.01%-4,58613F-HRTimelineGroup
Alliance Wealth Advisors, LLC5,697$591K0.32%-34313F-HRTimeline
Tradition Wealth Management, LLC5,675$588K0.05%+313F-HRTimeline
Integrated Advisors Network LLC5,576$578K0.03%-2,44513F-HRTimeline
Arkadios Wealth Advisors5,528$573K0.02%-2913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,521$572K0.01%013F-HRTimelineGroup
One Charles Private Wealth Services, LLC5,472$567K0.16%-4213F-HRTimeline
OLD NATIONAL BANCORP /IN/5,472$567K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.5,247$544K<0.01%+17013F-HRTimeline
Perigon Wealth Management, LLC5,204$540K0.01%013F-HRTimeline
Centerpoint Advisory Group5,163$535K0.46%013F-HRTimeline
Western Wealth Management, LLC4,949$513K0.03%+113F-HRTimeline
Novak & Powell Financial Services, Inc.4,751$493K0.34%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,734$491K0.01%-913F-HRTimeline
Kingsview Wealth Management, LLC4,728$490K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,624$479K<0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,446$461K0.03%+27413F-HRTimeline
Creative Planningin group Creative Planning4,409$457K<0.01%-22813F-HRTimelineGroup
GoalVest Advisory LLC4,383$454K0.11%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,383$454K0.35%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,378$454K0.02%-14,15413F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC4,300$446K0.34%013F-HRTimeline
Atria Investments, Inc4,230$439K0.01%+59213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,204$434K<0.01%+1,56213F-HRTimelineGroup
QTR Family Wealth, LLC4,183$434K0.27%-46313F-HRTimeline
&PARTNERS4,139$429K<0.01%-17713F-HRTimeline
Global Retirement Partners, LLC4,068$422K0.01%13F-HRTimeline
Northeast Financial Consultants Inc4,050$420K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,979$413K0.03%+33913F-HRTimeline
Pacific Sun Financial Corp3,810$395K0.21%-17013F-HRTimeline
Insight Advisors, LLC/ PA3,679$381K0.06%-52313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,669$380K0.01%-6813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,660$379K0.03%+113F-HRTimeline
Signature Wealth Management Partners, L…3,423$355K0.2%-1713F-HRTimeline
Koshinski Asset Management, Inc.3,378$350K0.03%-22213F-HRTimeline
MGO ONE SEVEN LLC3,312$343K0.01%-22513F-HRTimeline
HRT FINANCIAL LP3,290$341K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC3,278$340K0.01%-1,45213F-HRTimeline
Gateway Wealth Partners, LLC3,273$339K0.06%+29413F-HRTimeline
Trueblood Wealth Management, LLC3,260$338K0.14%+213F-HRTimeline
FMR LLCin group FMR LLC3,054$317K<0.01%-5213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,014$313K0.02%-47613F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC2,968$307K0.08%-82513F-HRTimeline
Prasad Wealth Partners, LLC2,941$305K0.09%-24213F-HRTimeline
Americana Partners, LLC2,917$303K0.01%-113F-HRTimeline
B. Riley Wealth Advisors, Inc.2,857$296K0.01%-1,95113F-HRTimeline
Dominguez Wealth Management Solutions, …2,833$294K0.2%+113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,764$285K<0.01%-25113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,740$284K0.13%013F-HRTimeline
COMERICA BANK2,649$275K<0.01%-15213F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,566$266K0.17%013F-HRTimeline
Christensen, King & Associates Investme…2,544$264K0.12%013F-HRTimeline
CWM, LLCin group CWM, LLC2,482$257K<0.01%-9413F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP2,466$256K0.04%-66513F-HRTimeline
MTM Investment Management, LLC2,445$253K0.09%-13713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,442$253K0.02%-3,18013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,417$251K0.06%13F-HRTimeline
L.M. KOHN & COMPANY2,416$250K0.07%-26013F-HRTimeline
ABLE Financial Group, LLC2,406$249K0.06%-9913F-HRTimeline
Kovack Advisors, Inc.2,377$246K0.02%-2,27613F-HRTimeline
Coppell Advisory Solutions LLC2,342$242K0.03%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,245$233K0.02%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC2,175$225K<0.01%-25913F-HRTimelineGroup
PFG Advisors2,168$225K0.01%-1,16413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,090$217K-171Timeline
Clearwater Capital Advisors, LLC2,000$207K0.02%013F-HRTimeline
Allworth Financial LP1,960$203K<0.01%+26413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,865$193K0.02%+66513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,757$182K0.02%new13F-HRTimeline
Delos Wealth Advisors, LLC1,648$171K0.13%new13F-HRTimeline
ORG Partners LLC1,438$150K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,440$149K0.01%-1913F-HRTimeline
Register Financial Advisors LLC1,406$146K0.06%013F-HRTimeline
REAP Financial Group, LLC1,383$143K0.03%-60813F-HRTimeline
CoreCap Advisors, LLC1,292$134K0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,282$133K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,234$128K<0.01%-7813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,125$117K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,111$114K0.04%new13F-HRTimeline
ATWOOD & PALMER INC1,090$113K0.01%013F-HRTimeline
Tidemark, LLC952$98.7K0.03%-613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC943$97.8K<0.01%+75313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC935$97K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.934$96.8K0.01%13F-HRTimeline
Smartleaf Asset Management LLC846$87.4K0.01%+80213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/839$86.9K<0.01%+913F-HR/ATimelineGroup
Sunbelt Securities, Inc.828$86.2K0.01%+2613F-HRTimeline
Truvestments Capital LLC802$83.1K0.02%+113F-HRTimeline
LANARK FINANCIAL, INC.720$74K0.01%-26113F-HRTimeline
HHM Wealth Advisors, LLC694$72K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.680$70.5K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC677$67.7K0.01%13F-HRTimeline
Blue Trust, Inc.601$62.3K<0.01%+20013F-HRTimeline
AE Wealth Management LLC587$60.9K<0.01%-21713F-HRTimeline
GAMMA Investing LLC575$59.6K<0.01%-1413F-HRTimeline
Addison Advisors LLC547$56.7K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.526$55K0.02%+20313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.520$53.9K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC469$49K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC450$46.7K<0.01%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC450$46.7K0.01%013F-HRTimeline
Creekmur Asset Management LLC416$43.1K0.01%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\401$41.6K<0.01%+6113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC357$37K<0.01%013F-HRTimeline
Crews Bank & Trust353$36.6K0.01%new13F-HRTimeline
Creative Capital Management Investments…349$36.2K0.01%013F-HRTimeline
MCF Advisors LLC326$33.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC320$33.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.306$31.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…302$31.3K<0.01%013F-HRTimeline
Rossby Financial, LCC301$31.2K0.01%-1813F-HRTimeline
Quest 10 Wealth Builders, Inc.223$23.1K0.02%013F-HRTimeline
PRIVATE TRUST CO NA218$22.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.216$22.4K<0.01%013F-HRTimeline
HighMark Wealth Management LLC210$21.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.200$20.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC191$19.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC190$19.7K0.01%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%013F-HRTimeline
BLAIR WILLIAM & CO/IL165$17.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC162$16.8K<0.01%-11713F-HRTimelineGroup
Lowe Wealth Advisors, LLC161$16.7K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.153$15.9K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.152$15.7K0.01%-29513F-HRTimeline
AdvisorNet Financial, Inc133$13.8K<0.01%013F-HRTimeline
HM PAYSON & CO125$13K<0.01%013F-HRTimeline