FXH institutional holders

First Trust Health Care AlphaDEX · 260 reporting institutions · $503.2M reported value

Funds that can replace FXH · FXH return decomposition

Institutional holdings

Institutions reporting FXH, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$101.7M23,1852026-06-30
Lpl Financial LLC$47.1M23,4582026-06-30
Bank of America Corp /de$37M02026-06-30
Wells Fargo & Company/mn$34.5M02026-06-30
Raymond James Financial Inc$32.2M02026-06-30
UBS Group AG$21.7M02026-06-30
Goldman Sachs Group Inc$12.3M02026-06-30
Envestnet Pmc$11.5M602026-06-30
Prasad Wealth Partners, LLC$10.3M112026-06-30
Perryman Financial Advisory Inc /ad$9.1M82026-06-30
Cetera Investment Advisers$8.8M10,3702026-06-30
Royal Bank of Canada$7.7M02026-06-30
Commonwealth Equity Services, LLC$7.5M2,8632026-06-30
Hightower Advisors, LLC$6.6M1,0462026-06-30
Pgim Custom Harvest LLC$6.1M02026-06-30
Osaic Holdings, Inc.$4.9M02026-06-30
Paller Financial Services Inc$4M32026-06-30
Kingswood Wealth Advisors, LLC$4M1232026-06-30
Ameriprise Financial Inc$4M02026-06-30
Baird Financial Group, Inc.$3.8M02026-06-30
Waverly Advisors, LLC$3.7M2312026-06-30
Stifel Financial Corp$3.3M02026-06-30
Geneos Wealth Management, Inc.$3.3M1932026-06-30
Pcg Wealth Advisors, LLC$3.2M182026-06-30
Assetmark, Inc$3M2202026-06-30
Jpmorgan Chase & Co$2.9M02026-06-30
Corient Private Wealth LP$2.8M6742026-06-30
Steward Partners Investment Advisory, LLC$2.5M4812026-06-30
Farther Finance Advisors, LLC$2.5M3342026-06-30
Private Advisor Group, LLC$2.4M9272026-06-30
Able Financial Group, LLC$2.4M92026-06-30
Financial Advisory Corporation$2.3M92026-06-30
Truist Financial Corp$2.2M02026-06-30
Mutual Advisors, LLC$2M1532026-06-30
Kestra Advisory Services, LLC$1.9M1,4792026-06-30
Sfi Advisors, LLC$1.9M42026-06-30
Holistic Financial Partners$1.9M02026-06-30
Security Financial Services, Inc.$1.8M102026-06-30
Sanctuary Advisors, LLC$1.8M4012026-06-30
Foundations Investment Advisors, LLC$1.7M3022026-06-30
Prosperity - An Eisneramper Company$1.7M652026-06-30
Quantinno Capital Management LP$1.6M02026-06-30
Prospera Financial Services, Inc.$1.5M2702026-06-30
Golden State Wealth Management, LLC$1.5M472026-06-30
Mai Capital Management$1.4M3082026-06-30
Ifp Advisors, Inc$1.4M3182026-06-30
Morey & Quinn Wealth Partners, LLC$1.4M32026-06-30
Benjamin Edwards Inc$1.4M02026-06-30
Schrum Private Wealth Management, LLC$1.3M32026-06-30
Newedge Advisors$1.3M6012026-06-30
Wagner Wealth Management, LLC$1.2M52026-06-30
First Heartland Consultants, Inc.$1.2M992026-06-30
Beacon Pointe Advisors, LLC$1.1M4662026-06-30
Lake Street Private Wealth, LLC$1.1M62026-06-30
Apollon Financial, LLC$1.1M202026-06-30
Rockefeller Capital Management LP$1M3462026-06-30
Northwestern Mutual Wealth Management Co$999.9K02026-06-30
Mercer Global Advisors Inc /adv$992.8K02026-06-30
Stratos Wealth Partners, Ltd.$981K3862026-06-30
Gateway Wealth Partners, LLC$978.2K1012026-06-30
Oppenheimer & Co. Inc.$927.4K1,1662026-06-30
Jacobi Capital Management LLC$880.3K322026-06-30
Hancock Whitney Corp$856.8K02026-06-30
Maridea Wealth Management$845.3K382026-06-30
Sequoia Financial Group, LLC$829.3K2582026-06-30
Hb Wealth Management, LLC$825K1692026-06-30
Atria Investments, Inc$823.9K62026-06-30
Advisory Advocates, LLC$820.1K72026-06-30
Jones Financial Companies LLLP$817.1K02026-06-30
Keating Financial Advisory Services, Inc.$803.9K252026-06-30
MML Investors Services, LLC$786.2K5,1202026-06-30
Stephens Inc /ar$766.8K2432026-06-30
Snowden Capital Advisors LLC$766.7K1222026-06-30
Regal Investment Advisors LLC$756.4K1172026-06-30
Bank of New York Mellon Corp$741.5K02026-06-30
Cathy Pareto & Associates, Inc$717.9K52026-06-30
Level Four Advisory Services$711K1412026-06-30
Kingsview Wealth Management, LLC$709.3K1152026-06-30
Spectrum Wealth Advisory Group, LLC$706.1K32026-06-30
Alliance Wealth Advisors, LLC$697.3K62026-06-30
Wealthplan Partners, LLC$696.6K262026-06-30
Pine Valley Investments Ltd Liability Co$684.4K332026-06-30
Worthington Wealth Management$641.7K32026-06-30
Silver Oak Securities, Incorporated$639.3K1172026-06-30
Captrust Financial Advisors$626.7K9622026-06-30
Western Wealth Management, LLC$603.9K1122026-06-30
Ae Wealth Management LLC$598.3K4712026-06-30
PNC Financial Services Group, Inc.$593.7K02026-06-30
Creative Planning$588.4K1,1712026-06-30
Harbour Investments, Inc.$568.7K2472026-06-30
D.A. Davidson & Co.$564K6892026-06-30
Tradition Wealth Management, LLC$563.9K232026-06-30
One Charles Private Wealth Services, LLC$553K02026-06-30
Kovack Advisors, Inc.$551K2582026-06-30
Oneascent Financial Services LLC$550.1K852026-06-30
Old National Bancorp /in$548.5K02026-06-30
Centerpoint Advisory Group$546.3K52026-06-30
Novak & Powell Financial Services, Inc.$542.4K82026-06-30
Perigon Wealth Management, LLC$527.6K922026-06-30
Synovus Financial Corp$517.8K02025-09-30
Global Retirement Partners LLC$509.3K4912026-06-30
Trueblood Wealth Management, LLC$502.8K52026-06-30
Iams Wealth Management, LLC$499.5K532026-06-30
World Investment Advisors$498.9K3592026-06-30
Navellier & Associates Inc$496.9K122026-06-30
New Edge Wealth$494.6K1512026-06-30
Rockport Wealth LLC$488.1K82026-06-30
Goalvest Advisory LLC$480.4K62026-06-30
Gentry Private Wealth, LLC$480.4K42026-06-30
&partners$468.9K5552026-06-30
International Assets Investment Management, LLC$458.2K1222026-06-30
Arkadios Wealth Advisors$455.6K2262026-06-30
Insight Advisors, LLC/ PA$439.5K122026-06-30
Qtr Family Wealth, LLC$437.8K62026-06-30
Fiduciary Financial Advisors$425.6K512026-06-30
Purus Wealth Management, LLC$409.7K62026-06-30
Risk Paradigm Group, LLC$403.9K22026-06-30
Great Valley Advisor Group, LLC$400K2052026-06-30
Financial Partners Group, Inc$397.1K92026-06-30
Pacific Sun Financial Corp$393.5K32026-06-30
Silver Grove Financial Group, Inc.$393.1K172026-06-30
Bank of Montreal /can$390.6K02026-06-30
Spire Wealth Management$388.5K32026-06-30
Fmr LLC$379K02026-06-30
Integrated Wealth Concepts LLC$369.2K4802026-06-30
Pinnacle Financial Partners, Inc.$366.3K02026-06-30
Empower Advisory Group, LLC$346.8K1,9802026-06-30
Lasalle St. Investment Advisors, LLC$345.5K1612026-06-30
Equitable Holdings, Inc.$345.2K02026-06-30
Rpg Family Wealth Advisory, LLC$343.4K132026-03-31
Bookends Financial Planning$335.4K62026-06-30
Dominguez Wealth Management Solutions, Inc.$328.2K22026-06-30
Wealth Enhancement Advisory Services, LLC$327.9K1,0262026-06-30
Christensen, King & Associates Investment Services, Inc.$311.7K92026-06-30
Koshinski Asset Management, Inc.$302.4K692026-06-30
Summit Wealth Group LLC / Co$287.3K392026-06-30
Cwm, LLC$272.7K6672026-03-31
Diversify Advisory Services, LLC$272.4K1162026-06-30
Diversify Wealth Management, LLC$272.4K782026-06-30
Highpoint Advisor Group LLC$268.9K1142026-06-30
Independent Financial Group, LLC$265.2K4812026-06-30
Fifth Third Bancorp$259.9K02026-06-30
Orion Porfolio Solutions, LLC$257.3K1992026-06-30
Ameritas Advisory Services, LLC$247.5K5502026-06-30
Nations Financial Group Inc, /ia/ /adv$246K02026-06-30
Clearwater Capital Advisors, LLC$244.8K152026-06-30
Petra Financial Advisors Inc$243.6K72026-06-30
Brookstone Capital Management$243.6K3372026-06-30
Allworth Financial, LP$241.6K3172026-06-30
Hilton Head Capital Partners, LLC$236.7K62026-06-30
Mtm Investment Management, LLC$235.3K52026-06-30
Capital Square, LLC$231.1K112026-06-30
Comerica Bank$227.6K02025-12-31
Ridgeline Wealth Planning, LLC$227.4K52026-06-30
Kestra Private Wealth Services, LLC$225.7K2062026-06-30
Griffin Asset Management, Inc.$221.8K42026-06-30
Kellett Wealth Advisors, LLC$221.1K42026-06-30
Sovereign Financial Group, Inc.$219.1K232026-06-30
B. Riley Wealth Advisors, Inc.$217.5K1702026-06-30
Onyx Bridge Wealth Group LLC$217.2K222026-06-30
Cahill Financial Advisors, Inc.$213.8K122026-06-30
Kingsbury Capital Investment Advisors LLC$211.2K62026-06-30
Kmt Wealth Management, LLC$211.2K12026-06-30
1776 Wealth LLC$202.5K22026-06-30
Delos Wealth Advisors, LLC$201.7K62026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$192.7K02026-06-30
Ifg Advisory, LLC$186.9K1102026-06-30
Gamma Investing LLC$183.7K72026-06-30
Register Financial Advisors LLC$166K02026-06-30
Org Partners LLC$163.7K02025-12-31
Parallel Advisors, LLC$160.8K752026-06-30
Reap Financial Group, LLC$158.3K72026-06-30
Ashton Thomas Private Wealth, LLC$155.3K962026-06-30
Russell Investments Group, Ltd.$146.9K02026-06-30
Topsail Wealth Management, LLC$146.4K42026-06-30
Creative Financial Designs Inc /adv$142.7K02026-06-30
Corecap Advisors, LLC$142.6K1182026-06-30
Tidemark, LLC$116.5K82026-06-30
Atwood & Palmer Inc$116.3K72026-06-30
Wilmington Savings Fund Society, Fsb$110.2K02026-06-30
Smartleaf Asset Management LLC$109.9K92026-06-30
National Bank of Canada /fi$102.3K02026-06-30
Truvestments Capital LLC$99K162026-06-30
Steigerwald, Gordon & Koch Inc.$89.1K92026-06-30
Sunbelt Securities, Inc.$87.6K632026-03-31
Lanark Financial, Inc.$78K692026-06-30
Private Trust Co NA$75K02026-06-30
Hhm Wealth Advisors, LLC$72.7K122026-06-30
Blackrock, Inc.$72.3K02026-06-30
Ameriflex Group, Inc.$63.3K2122026-06-30
Founders Financial Alliance, LLC$61.8K322026-06-30
Rothschild Investment LLC$61.2K182026-06-30
O'Shaughnessy Asset Management, LLC$61K582026-06-30
Tucker Asset Management LLC$57.5K602026-06-30
Blue Trust, Inc.$49.6K02026-06-30
Capital Investment Advisory Services, LLC$44.8K1032026-06-30
Cullen/frost Bankers, Inc.$43.8K02026-06-30
Crews Bank & Trust$43.2K02026-06-30
Creative Capital Management Investments LLC$42.7K62026-06-30
US Bancorp$41.6K02026-06-30
Mcf Advisors LLC$39.9K332026-06-30
Physician Wealth Advisors, Inc.$37.5K92026-06-30
Allied Private Wealth LLC$37.3K32026-06-30
Anchor Investment Management, LLC$35.1K62026-03-31
Glen Eagle Advisors, LLC$33.7K132026-06-30
Halbert Hargrove Global Advisors, LLC$33.7K432026-06-30
Mowery & Schoenfeld Wealth Management, LLC$29.8K72026-06-30
Rossby Financial, Lcc$29.5K312026-06-30
CIBC Private Wealth Group LLC$29K02025-12-31
Quest 10 Wealth Builders, Inc.$27.8K32026-06-30
Howe & Rusling Inc$25.8K102026-06-30
Highmark Wealth Management LLC$25.7K52026-06-30
Pinnacle Bancorp, Inc.$24.5K02026-06-30
Asset Dedication, LLC$21.5K112026-06-30
Farmers & Merchants Investments Inc$21.4K02026-06-30
Westside Investment Management, LLC$20.3K72026-06-30
Blair William & Co/il$20.2K3292026-06-30
Harbor Asset Planning, Inc.$18.9K22026-06-30
Godfrey Financial Associates, Inc.$18.4K32026-06-30
Fortis Group Advisors, LLC$17.7K252026-06-30
Lowe Wealth Advisors, LLC$17.7K02025-09-30
Tounjian Advisory Partners, LLC$17.1K52026-06-30
Hm Payson & Co$15.3K02026-06-30
Pinnacle Wealth Planning Services, Inc.$14.1K202026-06-30
Advisornet Wealth Partners$13.1K582026-06-30
Jpl Wealth Management, LLC$12.2K22026-06-30
Arax Advisory Partners$11.5K2322026-06-30
Park Square Financial Group LLC$11.3K52026-06-30
Financial Perspectives, Inc$10.4K152026-06-30
Signature Equity Partners, LLC$10.2K342026-06-30
TD Waterhouse Canada Inc.$9.9K02026-06-30
Quent Capital, LLC$9.2K02026-06-30
Janney Montgomery Scott LLC$8.3K1,3422026-06-30
Compass Financial Management LLC$7.5K462026-06-30
Dinuzzo Private Wealth, Inc.$7K82026-06-30
TD Capital Management LLC$6.2K82026-06-30
Ameritas Investment Partners, Inc.$6.1K72026-06-30
Buck Wealth Strategies, LLC$5.6K502026-06-30
Cambridge Investment Research Advisors, Inc.$5.4K3,9402026-03-31
Salomon & Ludwin, LLC$4.9K62026-06-30
Luminist Capital LLC$4.2K52026-06-30
Signaturefd, LLC$3.9K492026-06-30
Alphacore Capital LLC$2.8K692026-06-30
Dhjj Financial Advisors, Ltd.$2.5K72026-06-30
Larson Financial Group LLC$2.4K672026-06-30
Qube Research & Technologies Ltd$1.8K02026-06-30
Lloyd Advisory Services, Llc.$1.7K72026-06-30
Aptus Capital Advisors, LLC$1.5K212026-06-30
Key Capital Management, Inc$979112026-06-30
Cx Institutional$752802026-06-30

The 250 largest of 260 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30