FIRST TRUST HEALTH CARE ALPH (FXH) Institutional Shareholders
FIRST TRUST HEALTH CARE ALPH (FXH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $499.23M in FXH holdings during the latest filing period.
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 $109.00M, representing an estimated gain of +7.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
248
Total Reported Value
$499.23M
Largest Holder
Morgan Stanley
Largest Position
$101.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $109,002,223 | +$7,326,560 | +7.21% | |
| Lpl Financial Llc | 0.01% | 384,716 | $47,089,247 | $50,482,434 | +$3,393,187 | +7.21% | |
| Bank Of America Corp | 0.00% | 302,642 | $37,043,325 | $39,712,683 | +$2,669,358 | +7.21% | |
| Wells Fargo & Company/Mn | 0.01% | 282,254 | $34,547,842 | $37,037,370 | +$2,489,528 | +7.21% | |
| Raymond James Financial Inc | 0.01% | 263,113 | $32,205,093 | $34,525,688 | +$2,320,595 | +7.21% | |
| Ubs Group Ag | 0.00% | 177,248 | $21,695,155 | $23,258,483 | +$1,563,328 | +7.21% | |
| Goldman Sachs Group Inc | 0.00% | 100,280 | $12,274,272 | $13,158,742 | +$884,470 | +7.21% | |
| Envestnet Asset Management Inc | 0.00% | 94,077 | $11,515,022 | $12,344,784 | +$829,762 | +7.21% | |
| Prasad Wealth Partners, Llc | 2.47% | 83,752 | $10,251,229 | $10,989,937 | +$738,708 | +7.21% | |
| Perryman Financial Advisory Inc | 1.21% | 74,544 | $9,124,167 | $9,781,664 | +$657,497 | +7.21% | |
| Cetera Investment Advisers | 0.01% | 71,952 | $8,806,825 | $9,441,541 | +$634,716 | +7.21% | |
| Royal Bank Of Canada | 0.00% | 62,495 | $7,650,000 | $8,200,594 | +$550,594 | +7.20% | |
| Commonwealth Equity Services, Llc | 0.01% | 61,079 | $7,476,091 | $8,014,786 | +$538,695 | +7.21% | |
| Hightower Advisors, Llc | 0.01% | 54,198 | $6,633,822 | $7,111,862 | +$478,040 | +7.21% | |
| Pgim Custom Harvest Llc | 0.08% | 50,233 | $6,148,570 | $6,591,574 | +$443,004 | +7.20% | |
| Osaic Holdings, Inc. | 0.01% | 40,350 | $4,940,757 | $5,294,727 | +$353,970 | +7.16% | |
| Paller Financial Services Inc | 3.02% | 32,992 | $4,038,221 | $4,329,210 | +$290,989 | +7.21% | |
| Kingswood Wealth Advisors, Llc | 0.16% | 32,919 | $4,029,266 | $4,319,631 | +$290,365 | +7.21% | |
| Ameriprise Financial Inc | 0.00% | 32,599 | $3,990,171 | $4,277,641 | +$287,470 | +7.20% | |
| Baird Financial Group, Inc. | 0.01% | 31,210 | $3,820,104 | $4,095,376 | +$275,272 | +7.21% | |
| Waverly Advisors, Llc | 0.02% | 30,159 | $3,691,511 | $3,957,464 | +$265,953 | +7.20% | |
| Stifel Financial Corp | 0.00% | 27,258 | $3,336,260 | $3,576,795 | +$240,535 | +7.21% | |
| Geneos Wealth Management Inc. | 0.07% | 26,754 | $3,274,690 | $3,510,660 | +$235,970 | +7.21% | |
| Pcg Wealth Advisors, Llc | 0.71% | 25,948 | $3,176,001 | $3,404,897 | +$228,896 | +7.21% | |
| Assetmark, Inc | 0.01% | 24,809 | $3,036,622 | $3,255,437 | +$218,815 | +7.21% | |
| Jpmorgan Chase & Co | 0.00% | 23,321 | $2,865,934 | $3,060,182 | +$194,248 | +6.78% | |
| Corient Private Wealth Llc | 0.00% | 23,159 | $2,834,711 | $3,038,924 | +$204,213 | +7.20% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 20,470 | $2,505,483 | $2,686,073 | +$180,590 | +7.21% | |
| Farther Finance Advisors, Llc | 0.02% | 20,039 | $2,452,813 | $2,629,518 | +$176,705 | +7.20% | |
| Private Advisor Group, Llc | 0.01% | 19,924 | $2,438,668 | $2,614,427 | +$175,759 | +7.21% | |
| Able Financial Group, Llc | 0.41% | 19,911 | $2,437,149 | $2,612,721 | +$175,572 | +7.20% | |
| Financial Advisory Corp | 0.31% | 18,978 | $2,322,853 | $2,490,293 | +$167,440 | +7.21% | |
| Truist Financial Corp | 0.00% | 18,182 | $2,225,524 | $2,385,842 | +$160,318 | +7.20% | |
| Mutual Advisors, Llc | 0.04% | 16,547 | $2,025,305 | $2,171,297 | +$145,992 | +7.21% | |
| Kestra Advisory Services, Llc | 0.01% | 15,860 | $1,941,278 | $2,081,149 | +$139,871 | +7.21% | |
| Sfi Advisors, Llc | 1.65% | 15,592 | $1,908,461 | $2,045,982 | +$137,521 | +7.21% | |
| Holistic Financial Partners | 1.14% | 15,279 | $1,870,126 | $2,004,910 | +$134,784 | +7.21% | |
| Security Financial Services, Inc. | 0.26% | 15,079 | $1,845,670 | $1,978,666 | +$132,996 | +7.21% | |
| Sanctuary Advisors, Llc | 0.01% | 14,363 | $1,758,017 | $1,884,713 | +$126,696 | +7.21% | |
| Foundations Investment Advisors, Llc | 0.02% | 14,014 | $1,715,314 | $1,838,917 | +$123,603 | +7.21% | |
| Prosperity Consulting Group, Llc | 0.06% | 13,806 | $1,689,872 | $1,811,623 | +$121,751 | +7.20% | |
| Quantinno Capital Management Lp | 0.00% | 13,041 | $1,596,218 | $1,711,240 | +$115,022 | +7.21% | |
| Prospera Financial Services Inc | 0.02% | 12,635 | $1,547,121 | $1,657,965 | +$110,844 | +7.16% | |
| Golden State Wealth Management, Llc | 0.14% | 12,115 | $1,482,963 | $1,589,730 | +$106,767 | +7.20% | |
| Mai Capital Management | 0.01% | 11,577 | $1,416,975 | $1,519,134 | +$102,159 | +7.21% | |
| Ifp Advisors, Inc | 0.03% | 11,553 | $1,414,087 | $1,515,985 | +$101,898 | +7.21% | |
| Morey & Quinn Wealth Partners, Llc | 0.87% | 11,104 | $1,359,125 | $1,457,067 | +$97,942 | +7.21% | |
| Benjamin Edwards Inc | 0.01% | 11,083 | $1,356,502 | $1,454,311 | +$97,809 | +7.21% | |
| Schrum Private Wealth Management Llc | 1.37% | 12,718 | $1,329,302 | $1,668,856 | +$339,554 | +25.54% | |
| Newedge Advisors, Llc | 0.00% | 10,625 | $1,300,461 | $1,394,213 | +$93,752 | +7.21% |
Frequently asked questions about FXH
Who owns the most FXH stock?
The largest holders of FXH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST HEALTH CARE ALPH (FXH).
Is FXH widely held by superinvestors?
Many widely followed stocks like FXH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.