Free Trial
→ My starkest warning in years (From Porter & Company) (Ad)tc pixel Free FXH Stock Alerts

First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$113.20 +0.16 (+0.14%)
Closing price 04:10 PM Eastern
Extended Trading
$113.10 -0.09 (-0.08%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Health Care AlphaDEX Fund (NYSEARCA:FXH)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$163.20M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$108.14M
Get FXH Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Health Care AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Trueblood Wealth Management LLC3,517$386K0.2%+7.9%0.043%
10/23/2025Steigerwald Gordon & Koch Inc.728$80K0.0%N/A0.009%
10/23/2025Kingswood Wealth Advisors LLC18,957$2.08M0.1%+676.3%0.231%
10/23/2025Cathy Pareto & Associates Inc.6,731$738K0.6%-5.2%0.082%
10/23/2025HB Wealth Management LLC6,740$739K0.0%N/A0.082%
10/23/2025Spire Wealth Management4,262$467K0.0%-2.6%0.052%
10/23/2025Signature Wealth Management Partners LLC2,942$323K0.2%-14.1%0.036%
10/23/2025CX Institutional12,208$1.34M0.0%+20.6%0.149%
10/22/2025 D.A. Davidson & CO.4,942$542K0.0%-5.8%0.060%
10/22/2025 Commonwealth Equity Services LLC82,453$9.04M0.0%-11.5%1.006%
10/21/2025 Silver Oak Securities Incorporated6,290$690K0.1%+258.0%0.077%
10/17/2025 Financial Partners Group Inc3,281$360K0.0%-48.4%0.040%
10/17/2025 Perigon Wealth Management LLC4,310$473K0.0%-17.2%0.053%
10/17/2025 Apollon Financial LLC9,553$1.05M0.2%-12.3%0.117%
10/16/2025 Blue Trust Inc.403$44K0.0%-32.9%0.005%
10/15/2025 Atwood & Palmer Inc.950$104K0.0%-12.8%0.012%
10/14/2025 Farther Finance Advisors LLC17,872$1.96M0.0%+5.5%0.217%
10/10/2025 ABLE Financial Group LLC1,851$203K0.0%-23.1%0.022%
10/8/2025 Financial Advisory Corp20,290$2.23M0.3%-2.4%0.243%
9/26/2025Corient Private Wealth LLC30,990$3.21M0.0%+570.8%0.362%
9/4/2025Osaic Holdings Inc.60,192$6.24M0.0%-6.9%0.704%
8/19/2025B. Riley Wealth Advisors Inc.2,857$296K0.0%N/A0.033%
8/19/2025Delos Wealth Advisors LLC1,648$171K0.1%N/A0.019%
8/18/2025 Geneos Wealth Management Inc.9,069$940K0.0%+129.5%0.106%
8/15/2025Corient Private Wealth LLC30,990$3.21M0.0%+570.8%0.362%
8/15/2025Smartleaf Asset Management LLC846$87K0.0%+1,822.7%0.010%
8/15/2025MML Investors Services LLC14,723$1.53M0.0%+9.9%0.172%
8/15/2025Bank of America Corp DE258,181$26.77M0.0%-6.0%3.020%
8/15/2025Ameriprise Financial Inc.101,161$10.48M0.0%-20.7%1.183%
8/14/2025Jane Street Group LLC5,759$597K0.0%-44.3%0.067%
8/14/2025Raymond James Financial Inc.254,954$26.43M0.0%-5.5%2.982%
8/14/2025Vivaldi Capital Management LP2,466$256K0.0%-21.2%0.029%
8/14/2025NewEdge Advisors LLC7,358$763K0.0%-6.6%0.086%
8/13/2025Rockport Wealth LLC151,419$15.70M3.6%N/A1.771%
8/13/2025PGIM Custom Harvest LLC59,735$6.19M0.1%-62.9%0.699%
8/13/2025StoneX Group Inc.3,014$313K0.0%-13.6%0.035%
8/13/2025Flow Traders U.S. LLC3,278$340K0.0%-30.7%0.038%
8/13/2025Gateway Wealth Partners LLC3,273$339K0.1%+9.9%0.038%
8/13/2025Baird Financial Group Inc.35,274$3.66M0.0%-3.1%0.413%
8/13/2025Twin Peaks Wealth Advisors LLC1,111$114K0.0%N/A0.013%
8/13/2025Beacon Pointe Advisors LLC9,452$980K0.0%-3.3%0.111%
8/13/2025Level Four Advisory Services LLC6,135$636K0.0%-5.4%0.072%
8/13/2025Northwestern Mutual Wealth Management Co.7,954$825K0.0%-7.9%0.093%
8/12/2025Laurel Wealth Advisors LLC13,479$1.40M0.0%+10,268.5%0.158%
8/12/2025Steward Partners Investment Advisory LLC21,283$2.21M0.0%-17.7%0.249%
8/12/2025Jaffetilchin Investment Partners LLC3,979$413K0.0%+9.3%0.047%
8/12/2025 Global Retirement Partners LLC4,068$422K0.0%N/A0.048%
8/11/2025SFI Advisors LLC34,445$3.57M2.5%-4.9%0.401%
8/8/2025MTM Investment Management LLC2,445$253K0.1%-5.3%0.028%
8/8/2025Cetera Investment Advisers54,803$5.68M0.0%-14.5%0.637%
8/8/2025Creative Planning4,409$457K0.0%-4.9%0.051%
8/8/2025PNC Financial Services Group Inc.7,396$767K0.0%-33.0%0.086%
8/7/2025PCG Wealth Advisors LLC13,473$1.40M0.7%+433.6%0.157%
8/7/2025Allworth Financial LP1,960$203K0.0%+15.6%0.023%
8/7/2025PFG Advisors2,168$225K0.0%-34.9%0.025%
8/6/2025Prospera Financial Services Inc6,942$721K0.0%-4.3%0.081%
8/6/2025AE Wealth Management LLC587$61K0.0%-27.0%0.007%
8/6/2025Vestmark Advisory Solutions Inc.124,184$12.88M0.2%+109.5%1.444%
8/6/2025Golden State Wealth Management LLC14,377$1.49M0.2%-2.1%0.167%
8/5/2025Prosperity Consulting Group LLC14,597$1.51M0.1%-0.9%0.170%
8/5/2025Holistic Financial Partners33,277$3.45M1.5%-23.6%0.387%
8/4/2025Kovack Advisors Inc.2,377$246K0.0%-48.9%0.028%
8/4/2025Atria Investments Inc4,230$439K0.0%+16.3%0.049%
8/4/2025Spire Wealth Management4,378$454K0.0%-76.4%0.051%
8/4/2025L.M. Kohn & Company2,416$250K0.1%-9.7%0.028%
8/1/2025Envestnet Asset Management Inc.49,532$5.14M0.0%-0.7%0.576%
7/30/2025Insight Advisors LLC PA3,679$381K0.1%-12.4%0.043%
7/30/2025Strategic Blueprint LLC13,176$1.37M0.1%-2.9%0.153%
7/30/2025 D.A. Davidson & CO.5,247$544K0.0%+3.3%0.061%
7/30/2025Pacific Sun Financial Corp3,810$395K0.2%-4.3%0.044%
7/29/2025Koshinski Asset Management Inc.3,378$350K0.0%-6.2%0.039%
7/29/2025Stratos Wealth Partners LTD.6,143$637K0.0%-9.1%0.071%
7/28/2025WealthPLAN Partners LLC6,309$654K0.1%+2.8%0.073%
7/28/2025Mutual Advisors LLC7,916$810K0.0%-7.0%0.092%
7/25/2025Atria Wealth Solutions Inc.11,929$1.23M0.0%-2.0%0.139%
7/25/2025Sequoia Financial Advisors LLC6,724$697K0.0%+6.7%0.078%
7/25/2025MGO One Seven LLC3,312$343K0.0%-6.4%0.039%
7/25/2025Hazlett Burt & Watson Inc.526$55K0.0%+62.8%0.006%
7/25/2025 Apollon Financial LLC10,895$1.13M0.2%-2.2%0.127%
7/24/2025 Blue Trust Inc.601$62K0.0%+49.9%0.007%
7/24/2025IFP Advisors Inc8,382$869K0.0%-33.0%0.097%
7/23/2025Morey & Quinn Wealth Partners LLC13,298$1.38M1.1%-15.2%0.155%
7/23/2025REAP Financial Group LLC1,383$143K0.0%-30.5%0.016%
7/23/2025Kingswood Wealth Advisors LLC2,442$253K0.0%-56.6%0.028%
7/23/2025Prasad Wealth Partners LLC2,941$305K0.1%-7.6%0.034%
7/23/2025RMG Wealth Management LLC677$68K0.0%N/A0.008%
7/21/2025Ameritas Advisory Services LLC2,040$212K0.0%-7.7%0.024%
7/21/2025 Crews Bank & Trust353$37K0.0%N/A0.004%
7/18/2025QTR Family Wealth LLC4,183$434K0.3%-10.0%0.049%
7/18/2025Truist Financial Corp20,236$2.10M0.0%-5.2%0.235%
7/17/2025 Alliance Wealth Advisors LLC5,697$591K0.3%-5.7%0.066%
7/17/2025Janney Montgomery Scott LLC74,527$7.73M0.0%-1.1%0.867%
7/17/2025 Wagner Wealth Management LLC10,885$1.13M0.3%-6.4%0.127%
7/16/2025ORG Partners LLC1,438$150K0.0%N/A0.017%
7/16/2025CX Institutional10,123$1.05M0.0%-46.0%0.118%
7/14/2025 ABLE Financial Group LLC2,406$249K0.1%-4.0%0.028%
7/14/2025Cathy Pareto & Associates Inc.7,099$736K0.6%-8.4%0.082%
7/11/2025 Farther Finance Advisors LLC16,944$1.76M0.0%+81.7%0.195%
7/11/2025 Silver Oak Securities Incorporated1,757$182K0.0%N/A0.020%
7/11/2025CX Institutional10,123$1.05M0.0%-46.0%0.116%
(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, 252 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 ($34.71M), Bank of America Corp DE ($26.77M), Raymond James Financial Inc. ($26.43M), UBS Group AG ($26.28M), Raymond James Financial Services Advisors Inc. ($18.09M), and Raymond James & Associates ($17.55M).Learn more on First Trust Health Care AlphaDEX Fund's institutional investors.

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

Of the 173 institutional investors that purchased First Trust Health Care AlphaDEX Fund's 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), Rockport Wealth LLC ($154.17K), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($65.44K), 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 1,561,789 shares in the last 24 months. This purchase volume represents approximately $163.20M in transactions.

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

Of the 134 institutional investors that sold First Trust Health Care AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($113.26K), PGIM Custom Harvest LLC ($113.21K), LPL Financial LLC ($107.52K), Assetmark Inc. ($44.47K), Goldman Sachs Group Inc. ($37.63K), Cetera Investment Advisers ($36.81K), and Kingswood Wealth Advisors LLC ($33.55K).

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

Institutional investors have sold a total of 1,035,417 shares in the last 24 months. This volume of shares sold represents approximately $108.14M in transactions.


Related Companies

This page (NYSEARCA:FXH) was last updated on 10/24/2025 by MarketBeat.com Staff
From Our Partners
NEW LAW: Congress Approves Setup For Digital Dollar?
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...
Goldco Precious Metals | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Next opportunity for crypto millions
The floodgates have opened. Bitcoin and Ethereum ETFs are seeing record-breaking inflows, the biggest since...
Crypto 101 Media | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Elon Musk is on the line
Elon Musk says November 6 could "affect the future of the world" Get ready for the biggest pivot in corpora...
Altimetry | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
If you can be at your computer between 9 a.m. and 10:45 a.m. on most weekdays, I’ll show you a simple trading ...
Base Camp Trading | Sponsoredtc pixel
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsoredtc pixel