FXH Institutional Ownership & Shareholders
FIRST TRUST HEALTH CARE ALPH (FXH) is currently held by 253 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $520.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXH tracked by InsiderSet, reporting ownership valued at approximately $101.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $114.17M, representing an estimated gain of +12.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FXH value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST HEALTH CARE ALPH (FXH).
This page ranks the largest institutional FXH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
253
Total Reported Value
$520.04M
Largest Holder
Morgan Stanley
Largest Position
$101.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 830,683 | $101,675,663 | $114,169,072 | +$12,493,409 | +12.29% | |
| Lpl Financial Llc | 0.01% | 384,716 | $47,089,247 | $52,875,367 | +$5,786,120 | +12.29% | |
| Bank Of America Corp | 0.00% | 302,642 | $37,043,325 | $41,595,116 | +$4,551,791 | +12.29% | |
| Wells Fargo & Company/Mn | 0.01% | 282,254 | $34,547,842 | $38,792,990 | +$4,245,148 | +12.29% | |
| Raymond James Financial Inc | 0.01% | 263,113 | $32,205,093 | $36,162,251 | +$3,957,158 | +12.29% | |
| Ubs Group Ag | 0.00% | 177,248 | $21,695,155 | $24,360,965 | +$2,665,810 | +12.29% | |
| Goldman Sachs Group Inc | 0.00% | 100,280 | $12,274,272 | $13,782,483 | +$1,508,211 | +12.29% | |
| Envestnet Asset Management Inc | 0.00% | 94,077 | $11,515,022 | $12,929,943 | +$1,414,921 | +12.29% | |
| Prasad Wealth Partners, Llc | 2.47% | 83,752 | $10,251,229 | $11,510,875 | +$1,259,646 | +12.29% | |
| Perryman Financial Advisory Inc | 1.24% | 74,933 | $9,796,798 | $10,298,792 | +$501,994 | +5.12% | |
| Cetera Investment Advisers | 0.01% | 71,952 | $8,806,825 | $9,889,083 | +$1,082,258 | +12.29% | |
| Janney Montgomery Scott Llc | 0.02% | 68,182 | $8,345,000 | $9,370,934 | +$1,025,934 | +12.29% | |
| Beaumont Financial Advisors, Llc | 0.51% | 61,710 | $8,067,940 | $8,481,422 | +$413,482 | +5.13% | |
| Royal Bank Of Canada | 0.00% | 62,495 | $7,650,000 | $8,589,313 | +$939,313 | +12.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 61,079 | $7,476,091 | $8,394,698 | +$918,607 | +12.29% | |
| Pgim Custom Harvest Llc | 0.08% | 50,233 | $6,148,570 | $6,904,024 | +$755,454 | +12.29% | |
| Virtue Capital Management, Llc | 0.73% | 42,774 | $5,592,292 | $5,878,859 | +$286,567 | +5.12% | |
| Osaic Holdings, Inc. | 0.01% | 40,350 | $4,940,757 | $5,545,704 | +$604,947 | +12.24% | |
| Paller Financial Services Inc | 3.42% | 34,102 | $4,458,495 | $4,686,979 | +$228,484 | +5.12% | |
| Ameriprise Financial Inc | 0.00% | 32,599 | $3,990,171 | $4,480,407 | +$490,236 | +12.29% | |
| Baird Financial Group, Inc. | 0.01% | 31,210 | $3,820,104 | $4,289,502 | +$469,398 | +12.29% | |
| Waverly Advisors, Llc | 0.02% | 30,159 | $3,691,511 | $4,145,053 | +$453,542 | +12.29% | |
| Stifel Financial Corp | 0.00% | 27,258 | $3,336,260 | $3,746,340 | +$410,080 | +12.29% | |
| Able Financial Group, Llc | 0.52% | 25,307 | $3,308,663 | $3,478,194 | +$169,531 | +5.12% | |
| Geneos Wealth Management Inc. | 0.07% | 26,754 | $3,274,690 | $3,677,070 | +$402,380 | +12.29% | |
| Assetmark, Inc | 0.01% | 24,574 | $3,212,805 | $3,377,451 | +$164,646 | +5.12% | |
| Pcg Wealth Advisors, Llc | 0.71% | 25,948 | $3,176,001 | $3,566,293 | +$390,292 | +12.29% | |
| Truist Financial Corp | 0.00% | 23,941 | $3,130,091 | $3,290,451 | +$160,360 | +5.12% | |
| Jpmorgan Chase & Co | 0.00% | 23,321 | $2,865,934 | $3,205,238 | +$339,304 | +11.84% | |
| Corient Private Wealth Llc | 0.00% | 23,159 | $2,834,662 | $3,182,973 | +$348,311 | +12.29% | |
| Farther Finance Advisors, Llc | 0.02% | 20,084 | $2,625,751 | $2,760,345 | +$134,594 | +5.13% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 20,470 | $2,505,483 | $2,813,397 | +$307,914 | +12.29% | |
| Financial Advisory Corp | 0.32% | 18,931 | $2,475,080 | $2,601,877 | +$126,797 | +5.12% | |
| Private Advisor Group, Llc | 0.01% | 19,924 | $2,438,668 | $2,738,355 | +$299,687 | +12.29% | |
| Avior Wealth Management, Llc | 0.06% | 16,194 | $2,117,231 | $2,225,703 | +$108,472 | +5.12% | |
| Sfi Advisors, Llc | 1.67% | 15,523 | $2,029,477 | $2,133,481 | +$104,004 | +5.12% | |
| Mutual Advisors, Llc | 0.04% | 16,547 | $2,025,305 | $2,274,220 | +$248,915 | +12.29% | |
| Security Financial Services, Inc. | 0.26% | 15,079 | $1,971,428 | $2,072,458 | +$101,030 | +5.12% | |
| Kestra Advisory Services, Llc | 0.01% | 15,860 | $1,941,278 | $2,179,798 | +$238,520 | +12.29% | |
| Holistic Financial Partners | 1.14% | 15,279 | $1,870,126 | $2,099,946 | +$229,820 | +12.29% | |
| Sanctuary Advisors, Llc | 0.01% | 14,363 | $1,758,017 | $1,974,051 | +$216,034 | +12.29% | |
| Foundations Investment Advisors, Llc | 0.02% | 14,014 | $1,715,314 | $1,926,084 | +$210,770 | +12.29% | |
| Prosperity Consulting Group, Llc | 0.06% | 13,806 | $1,689,872 | $1,897,497 | +$207,625 | +12.29% | |
| Quantinno Capital Management Lp | 0.00% | 13,041 | $1,596,218 | $1,792,355 | +$196,137 | +12.29% | |
| Prospera Financial Services Inc | 0.02% | 12,635 | $1,547,121 | $1,736,554 | +$189,433 | +12.24% | |
| Morey & Quinn Wealth Partners, Llc | 0.97% | 11,435 | $1,495,022 | $1,571,626 | +$76,604 | +5.12% | |
| Golden State Wealth Management, Llc | 0.14% | 12,115 | $1,482,963 | $1,665,086 | +$182,123 | +12.28% | |
| Ifp Advisors, Inc | 0.02% | 11,020 | $1,440,755 | $1,514,589 | +$73,834 | +5.12% | |
| Mai Capital Management | 0.01% | 11,577 | $1,416,975 | $1,591,143 | +$174,168 | +12.29% | |
| Benjamin Edwards Inc | 0.01% | 11,083 | $1,356,502 | $1,523,248 | +$166,746 | +12.29% |
Frequently asked questions about FXH
Who are the largest institutional holders of FXH?
The largest institutional holders of FXH reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FXH position.
What is FXH institutional ownership?
This page tracks FXH positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST HEALTH CARE ALPH (FXH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXH?
InsiderSet currently tracks 253 institutional managers reporting FXH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXH shareholders.
How much FXH stock do institutions own?
Institutional investment managers disclosed approximately $520.04M in FXH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXH institutional ownership last updated?
The latest FXH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXH position after the reporting date.
Are institutions buying or selling FXH?
Institutional buying and selling can be analyzed by comparing FXH positions across consecutive 13F reporting periods. InsiderSet's FXH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXH ownership changes.
How has FXH institutional ownership changed over time?
InsiderSet tracks FXH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.