Who Owns FIRST TR II HEALTH CARE ALPHA (FXH)? -- Institutional Holders (2026-06-30)

274 institutions reported holding $522.2M of FIRST TR II HEALTH CARE ALPHA (FXH) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($101.7M), LPL Financial LLC ($47.1M), BANK OF AMERICA CORP /DE/ ($37.0M), WELLS FARGO & COMPANY/MN ($34.5M), RAYMOND JAMES FINANCIAL INC ($32.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$101.7M830,683Added
2LPL Financial LLC$47.1M384,716Added
3BANK OF AMERICA CORP /DE/$37.0M302,642Added
4WELLS FARGO & COMPANY/MN$34.5M282,254Added
5RAYMOND JAMES FINANCIAL INC$32.2M263,113Trimmed
6UBS Group AG$21.7M177,248Added
7GOLDMAN SACHS GROUP INC$12.3M100,280Trimmed
8ENVESTNET ASSET MANAGEMENT INC$11.5M94,077Added
9Prasad Wealth Partners, LLC$10.3M83,752Added
10PERRYMAN FINANCIAL ADVISORY INC /AD$9.1M74,544Added
11Cetera Investment Advisers$8.8M71,952Added
12Janney Montgomery Scott LLC$8.3M68,182Added
13Cambridge Investment Research Advisors, Inc.$8.0M65,562Added
14Royal Bank of Canada$7.7M62,495Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$7.5M61,079Trimmed
16HighTower Advisors, LLC$6.6M54,198Added
17PGIM Custom Harvest LLC$6.1M50,233Trimmed
18OSAIC HOLDINGS, INC.$4.9M40,350Added
19Paller Financial Services Inc$4.0M32,992Trimmed
20KINGSWOOD WEALTH ADVISORS, LLC$4.0M32,919Added
21AMERIPRISE FINANCIAL INC$4.0M32,599Trimmed
22Baird Financial Group, Inc.$3.8M31,210Trimmed
23Waverly Advisors, LLC$3.7M30,159Added
24STIFEL FINANCIAL CORP$3.3M27,258Trimmed
25Geneos Wealth Management Inc.$3.3M26,754Added

Source: SEC Form 13F filings · as of 2026-06-30