FXH

First Trust Health Care Alph

Latest period2024 - Q4Total superinvestors33

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 33 superinvestors own shares of First Trust Health Care Alph (FXH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Health Care Alph (FXH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Health Care Alph (FXH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Health Care Alph (FXH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -0.23%
0.04%
$396,701
3,810 shares@ 104.13 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 16.86%
0.17%
$339,256
3,258 shares@ 104.14 avg price
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc.
Recent Activity
Increased 0.08%
0.22%
$294,725
2,830 shares@ 104.15 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Decreased -4.54%
0.13%
$268,593
2,544 shares@ 105.58 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
New Position
0.03%
$232,389
2,232 shares@ 104.12 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -2.55%
0.01%
$230,230
2,211 shares@ 104.13 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 7.16%
0.13%
$227,628
2,186 shares@ 104.13 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Decreased -22.08%
0.11%
$223,079
2,142 shares@ 104.15 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$223,724
2,000 shares@ 111.87 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
0.01%
$113,502
1,090 shares@ 104.14 avg price