FIRST TRUST HEALTH CARE ALPH (FXH) Institutional Ownership Changes & 13F Activity

FIRST TRUST HEALTH CARE ALPH (FXH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ubs Group Ag, Ameriprise Financial Inc, Raymond James Financial Inc, Royal Bank Of Canada, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+322322$39.41KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+1,7251,725$211.15KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-763-3.2%23,159$2.83MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-7,079-46.6%8,111$992.79KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+929+19.1%5,795$709.34KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-256-2.7%9,070$1.11MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-18-0.6%2,821$345.24KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+32,59932,599$3.99MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-17,302-6.2%263,113$32.21MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-15,580-20.0%62,495$7.65MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+14,449+5.4%282,254$34.55MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+14,01414,014$1.72MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+9,372+130.6%16,547$2.03MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-6,548-6.1%100,280$12.27MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+5,359+86.2%11,577$1.42MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+5,144+1.7%302,642$37.04MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,0573,057$373.92KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,1022,102$257.29KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,5271,527$186.92KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-1,434-32.4%2,993$366.34KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+1,323+4.6%30,159$3.69MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+915+2.3%40,350$4.94MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+331+7.2%4,934$603.89KQ2 2026Aug 14, 2026
&PartnersBuy+280+7.9%3,831$468.88KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-258-3.7%6,647$817.10KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+173+9.4%2,022$247.49KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+134+3.1%4,515$498.93KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+100+56.8%276$33.75KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-22-59.5%15$1.84KQ2 2026Aug 14, 2026
Ubs Group AgBuy+59,558+50.6%177,248$21.70MQ2 2026Aug 13, 2026
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Frequently asked questions about FXH activity

  • Which institutional owners are buying FXH?

    Institutional owners buying FXH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXH activity?

    "Buy" means an investor increased their reported position in FXH compared to the prior reporting period. This reflects growing exposure to FIRST TRUST HEALTH CARE ALPH (FXH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXH increasing?

    Institutional interest in FXH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.