FTHI vs FEGE overlap
FTHI and FEGE overlap 7.2% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FTHI | FEGE | Overlap |
|---|---|---|---|
| Alphabet Inc.-CGOOG | 1.79% | 3.05% | 1.79% |
| Oracle Corp.ORCL | 1.54% | 2.20% | 1.54% |
| META Platforms-aMETA | 1.17% | 1.97% | 1.17% |
| Exxon Mobil Corp.XOM | 0.98% | 1.02% | 0.98% |
| Colgate-PalmolivCL | 0.76% | 0.91% | 0.76% |
| Philip Morris inPM | 0.41% | 1.33% | 0.41% |
| Taiwan Semic-ADRTSM | 0.30% | 1.39% | 0.30% |
| Microsoft Corp.MSFT | 1.87% | 0.24% | 0.24% |
| Weyerhaeuser CoWY | 0.02% | 1.45% | 0.02% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FTHI, SEC Form N-PORT, June 30, 2026; FEGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FTHI | FEGE |
|---|---|---|
| LPL Financial LLC | $264.1M | $141.2M |
| Raymond James Financial Inc. | $105.4M | $137.1M |
| Royal Bank of Canada | $66.8M | $90.5M |
| Envestnet Asset Management Inc. | $92.1M | $39.2M |
| D.A. Davidson & Co. | $74.6M | $23.5M |
| Wealth Enhancement Advisory Services, LLC | $5.2M | $70.3M |
| Commonwealth Equity Services, LLC | $47.2M | $26.8M |
| Cetera Investment Advisers | $45.9M | $27.0M |
| Osaic Holdings, Inc. | $13.3M | $55.1M |
| Morgan Stanley | $510K | $65.8M |
| Janney Montgomery Scott LLC | $17.9M | $26.7M |
| Cambridge Investment Research Advisors, Inc. | $25.5M | $17.5M |
| &Partners | $3.4M | $33.7M |
| Jones Financial Companies LLLP | $9K | $31.8M |
| Elevation Point Wealth Partners, LLC | $867K | $25.4M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: FTHI institutional holders, FEGE institutional holders.
Frequently asked questions
How much do FTHI and FEGE overlap?
7.2% by weight, with 9 holdings in common, using holdings for FTHI as of June 30, 2026 and FEGE as of May 31, 2026. The largest shared position is GOOG.
Do institutions hold both FTHI and FEGE?
73 Form 13F filers report positions in both, out of 344 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.