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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Ameriprise Financial Inc, Cetera Investment Advisers, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisory Advocates, Llc | Buy | +6,700 | — | 6,700 | $762.60K | Q4 2025 | May 05, 2026 |
| Worthington Financial Partners, Llc | Buy | +5,195 | — | 5,195 | $591.31K | Q4 2025 | Mar 05, 2026 |
| Anchor Investment Management, Llc | Buy | +320 | — | 320 | $36.42K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +51 | — | 51 | $5.79K | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | Buy | +798 | — | 798 | $90.77K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +35,207 | — | 35,207 | $2.72M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +299,816 | — | 299,816 | $34.13M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,299 | — | 8,299 | $944.59K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +6,680 | — | 6,680 | $760.31K | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +1,772 | — | 1,772 | $201.74K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +616 | — | 616 | $70.14K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +309,111 | — | 309,111 | $35.18M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +75,787 | — | 75,787 | $8.63M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +69,351 | — | 69,351 | $7.89M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +65,395 | — | 65,395 | $7.44M | Q4 2025 | Feb 17, 2026 |
| Pgim Custom Harvest Llc | Buy | +56,505 | — | 56,505 | $6.43M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +53,132 | — | 53,132 | $6.05M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +28,951 | — | 28,951 | $3.30M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +27,534 | — | 27,534 | $3.13M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +22,500 | — | 22,500 | $2.56M | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, Llc | Buy | +14,417 | — | 14,417 | $1.64M | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +13,553 | — | 13,553 | $1.54M | Q4 2025 | Feb 17, 2026 |
| Schrum Private Wealth Management Llc | Buy | +11,432 | — | 11,432 | $1.30M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +8,019 | — | 8,019 | $912.79K | Q4 2025 | Feb 17, 2026 |
| Hancock Whitney Corp | Buy | +7,000 | — | 7,000 | $796.75K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +6,551 | — | 6,551 | $745.68K | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +6,180 | — | 6,180 | $703.42K | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +5,073 | — | 5,073 | $577.45K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +4,624 | — | 4,624 | $526.31K | Q4 2025 | Feb 17, 2026 |
| Risk Paradigm Group, Llc | Buy | +4,325 | — | 4,325 | $492.28K | Q4 2025 | Feb 17, 2026 |
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.