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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$100.55 +1.20 (+1.21%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Health Care AlphaDEX Fund (NYSEARCA:FXH)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$143.82M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$83.32M
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FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Schrum Private Wealth Management LLC14,938$1.55M1.4%-1.3%0.169%
5/2/2025Apollon Financial LLC11,140$1.15M0.3%-8.5%0.126%
5/2/2025Sigma Planning Corp2,378$246K0.0%-52.5%0.027%
5/1/2025 Stephens Inc. AR6,127$635K0.0%-5.9%0.069%
5/1/2025 Gateway Wealth Partners LLC2,979$309K0.1%-68.2%0.034%
4/30/2025 Allworth Financial LP1,696$168K0.0%+9.1%0.019%
4/30/2025 Stratos Wealth Partners LTD.6,760$700K0.0%-9.3%0.076%
4/29/2025 Envestnet Asset Management Inc.49,865$5.17M0.0%-15.8%0.563%
4/29/2025 Strategic Blueprint LLC13,576$1.41M0.1%+7.7%0.153%
4/28/2025 D.A. Davidson & CO.5,077$526K0.0%-49.1%0.057%
4/28/2025 Mutual Advisors LLC8,516$841K0.0%-9.6%0.096%
4/28/2025 Smart Money Group LLC4,380$454K0.4%-55.7%0.049%
4/28/2025 Rossby Financial LCC319$32K0.0%N/A0.004%
4/28/2025 DAVENPORT & Co LLC3,248$336K0.0%-9.7%0.037%
4/28/2025 ABLE Financial Group LLC2,505$260K0.1%-41.0%0.028%
4/25/2025 Koshinski Asset Management Inc.3,600$373K0.0%-5.5%0.039%
4/25/2025 MorganRosel Wealth Management LLC450$47K0.0%N/A0.005%
4/24/2025 Golden State Wealth Management LLC14,689$1.52M0.2%-5.5%0.158%
4/24/2025 Jaffetilchin Investment Partners LLC3,640$377K0.0%N/A0.039%
4/23/2025 Western Wealth Management LLC4,948$513K0.0%-6.7%0.053%
4/23/2025 Creative Financial Designs Inc. ADV1,459$151K0.0%-9.6%0.016%
4/23/2025 Sequoia Financial Advisors LLC6,304$653K0.0%N/A0.068%
4/23/2025 Golden State Wealth Management LLC29,378$3.04M0.2%+88.9%0.316%
4/23/2025 Bessemer Group Inc.935$97K0.0%-15.0%0.010%
4/23/2025 Spire Wealth Management18,532$1.92M0.1%-1.1%0.199%
4/23/2025 International Assets Investment Management LLC3,659$379K0.0%-18.1%0.039%
4/22/2025 Flagship Harbor Advisors LLC1,965$204K0.0%-20.4%0.021%
4/22/2025 Cambridge Investment Research Advisors Inc.45,095$4.67M0.0%-33.7%0.485%
4/21/2025 L.M. Kohn & Company2,676$277K0.1%-14.1%0.029%
4/21/2025 Kingswood Wealth Advisors LLC5,622$582K0.0%-2.3%0.060%
4/17/2025 Janney Montgomery Scott LLC75,383$7.81M0.0%-5.4%0.811%
4/17/2025 Pacific Sun Financial Corp3,980$412K0.2%-4.6%0.043%
4/16/2025 Wealth Enhancement Advisory Services LLC3,015$312K0.0%+17.0%0.032%
4/15/2025 GPS Wealth Strategies Group LLC357$37K0.0%N/A0.004%
4/15/2025 CX Institutional18,740$1.94M0.1%N/A0.202%
4/15/2025 Integrated Advisors Network LLC8,021$831K0.0%-12.3%0.086%
4/14/2025 Farther Finance Advisors LLC9,323$958K0.0%+3,060.3%0.100%
4/14/2025 OLD National Bancorp IN5,472$567K0.0%-3.4%0.059%
4/14/2025 Financial Advisory Corp22,102$2.29M0.4%-7.4%0.238%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,200$124K0.0%+2,207.7%0.013%
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4/10/2025 Cathy Pareto & Associates Inc.7,753$803K0.7%-11.3%0.083%
4/10/2025 Iams Wealth Management LLC2,191$227K0.1%-81.5%0.024%
4/9/2025 RFG Advisory LLC6,607$684K0.0%+43.5%0.071%
4/9/2025 NBC Securities Inc.981$101K0.0%+48,950.0%0.011%
4/7/2025 GAMMA Investing LLC61,020$6.32M0.0%+9,919.7%0.656%
3/17/2025 Wealth Enhancement Advisory Services LLC2,576$268K0.0%+28.8%0.022%
2/27/2025REAP Financial Group LLC2,375$247K0.1%-3.9%0.020%
2/27/2025 ABLE Financial Group LLC4,243$442K0.1%-14.6%0.036%
2/26/2025 Financial Advisory Corp23,861$2.49M0.4%N/A0.200%
2/25/2025Armis Advisers LLC2,704$282K0.0%N/A0.023%
2/25/2025 Integrated Advisors Network LLC9,141$952K0.0%-24.2%0.076%
2/24/2025Ameriflex Group Inc.447$50K0.0%N/A0.004%
2/19/2025Richmond Investment Services LLC2,061$215K0.1%N/A0.017%
2/18/2025 Sunbelt Securities Inc.828$86K0.0%+60.2%0.007%
2/18/2025First Heartland Consultants Inc.3,015$314K0.0%N/A0.025%
2/17/2025Waverly Advisors LLC28,326$2.95M0.0%+3.9%0.237%
2/17/2025Vivaldi Capital Management LP2,489$277K0.0%+13.3%0.021%
2/17/2025Snowden Capital Advisors LLC11,286$1.18M0.0%-37.1%0.094%
2/17/2025Quantinno Capital Management LP9,118$949K0.0%-8.1%0.076%
2/17/2025Cetera Investment Advisers69,520$7.24M0.0%-24.1%0.582%
2/17/2025Citadel Advisors LLC17,123$1.78M0.0%-34.6%0.143%
2/17/2025Baird Financial Group Inc.35,166$3.66M0.0%-7.8%0.294%
2/17/2025Bank of America Corp DE282,241$29.39M0.0%-1.6%2.362%
2/17/2025Benjamin Edwards Inc.7,436$774K0.0%-37.3%0.062%
2/17/2025Ameriprise Financial Inc.93,193$9.70M0.0%+26.3%0.780%
2/14/2025Jane Street Group LLC21,125$2.20M0.0%-32.4%0.177%
2/14/2025Bison Wealth LLC4,655$485K0.1%-3.6%0.039%
2/14/2025Beacon Pointe Advisors LLC5,768$601K0.0%-2.3%0.048%
2/14/2025Prosperity Consulting Group LLC14,769$1.54M0.1%+26.6%0.124%
2/14/2025Two Sigma Securities LLC2,259$235K0.0%N/A0.019%
2/14/2025 Topsail Wealth Management LLC1,282$133K0.0%N/A0.011%
2/14/2025Coppell Advisory Solutions LLC8,063$844K0.1%-71.2%0.067%
2/14/2025MGO One Seven LLC3,537$368K0.0%+3.2%0.030%
2/14/2025Susquehanna International Group LLP26,024$2.71M0.0%-19.2%0.218%
2/14/2025Stifel Financial Corp24,339$2.54M0.0%+0.6%0.204%
2/14/2025Concourse Financial Group Securities Inc.984$108K0.0%-60.0%0.008%
2/13/2025NewEdge Advisors LLC16,679$1.74M0.0%-8.0%0.140%
2/13/2025Regal Investment Advisors LLC6,180$644K0.0%-19.6%0.052%
2/13/2025LaSalle St. Investment Advisors LLC3,798$395K0.1%N/A0.032%
2/13/2025Mariner LLC2,206$230K0.0%-26.9%0.018%
2/13/2025Synovus Financial Corp4,741$494K0.0%-7.3%0.040%
2/13/2025Raymond James Financial Inc.287,898$29.98M0.0%N/A2.409%
2/13/2025Russell Investments Group Ltd.1,376$143K0.0%+68.0%0.012%
2/13/2025 Envestnet Asset Management Inc.59,245$6.17M0.0%-63.6%0.496%
2/13/2025Wells Fargo & Company MN591,085$61.55M0.0%+20.4%4.946%
2/12/2025 World Investment Advisors7,914$824K0.0%-28.6%0.066%
2/12/2025OneAscent Financial Services LLC5,935$618K0.1%N/A0.050%
2/12/2025FSB Premier Wealth Management Inc.3,027$315K0.1%-15.1%0.025%
2/12/2025Tucker Asset Management LLC710$74K0.0%+16.8%0.006%
2/12/2025Level Four Advisory Services LLC6,941$723K0.0%-16.8%0.058%
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2/12/2025Moment Partners LLC16,028$1.67M0.3%N/A0.134%
2/12/2025JPMorgan Chase & Co.20,607$2.15M0.0%+3.1%0.172%
2/12/2025Ausdal Financial Partners Inc.2,333$243K0.0%-5.3%0.020%
2/12/2025 Morey & Quinn Wealth Partners LLC15,613$1.63M1.4%N/A0.131%
2/11/2025LPL Financial LLC374,326$38.98M0.0%-15.4%3.132%
2/11/2025One Charles Private Wealth Services LLC5,514$574K0.2%-4.9%0.046%
2/10/2025Thrivent Financial for Lutherans5,507$621K0.0%-1.8%0.046%
2/10/2025 Petra Financial Advisors Inc.2,566$267K0.2%-25.5%0.021%
2/10/2025Harbour Investments Inc.4,252$443K0.0%-33.0%0.036%
2/10/2025Corient Private Wealth LLC34,021$3.54M0.0%-2.2%0.285%
(Data available from 1/1/2016 forward)

FXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXH shares?

During the previous two years, 260 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($61.55M), LPL Financial LLC ($38.98M), Raymond James Financial Inc. ($29.98M), Bank of America Corp DE ($29.39M), UBS Group AG ($26.28M), Raymond James Financial Services Advisors Inc. ($18.09M), and Raymond James & Associates ($17.55M).Learn more on FXH's institutional investors.

Which institutional investors have been buying First Trust Health Care AlphaDEX Fund stock?

Of the 192 institutional investors that purchased First Trust Health Care AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($575.80K), International Assets Investment Management LLC ($452.08K), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($70.07K), LPL Financial LLC ($66.33K), and GAMMA Investing LLC ($60.92K).

How much institutional buying is happening at First Trust Health Care AlphaDEX Fund?

Institutional investors have bought a total of 2,687,581 shares in the last 24 months. This purchase volume represents approximately $282.71M in transactions.

Which First Trust Health Care AlphaDEX Fund major shareholders have been selling company stock?

Of the 168 institutional investors that sold First Trust Health Care AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J Arnold Wealth Management Co ($236.51K), LPL Financial LLC ($210.56K), Envestnet Asset Management Inc. ($157.19K), UBS Group AG ($105.75K), Raymond James Financial Services Advisors Inc. ($78.54K), Raymond James & Associates ($72.71K), and Regal Investment Advisors LLC ($63.49K).

How much institutional selling is happening at First Trust Health Care AlphaDEX Fund?

Institutional investors have sold a total of 1,964,182 shares in the last 24 months. This volume of shares sold represents approximately $203.15M in transactions.


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This page (NYSEARCA:FXH) was last updated on 5/3/2025 by MarketBeat.com Staff
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