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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$99.74 -0.25 (-0.25%)
As of 03:33 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)
106
Total
Institutional Inflows
(last 12 months)
$140.24M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$95.29M
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FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.3,952$409K0.0%-7.4%0.045%
5/19/2025 Jane Street Group LLC10,345$1.07M0.0%-51.0%0.117%
5/16/2025 Empowered Funds LLC8,405$871K0.0%N/A0.095%
5/16/2025 Coppell Advisory Solutions LLC2,342$234K0.0%-71.0%0.026%
5/16/2025 Ashton Thomas Private Wealth LLC4,413$457K0.0%-17.5%0.050%
5/16/2025 Goldman Sachs Group Inc.123,964$12.84M0.0%-23.3%1.401%
5/16/2025 Jones Financial Companies Lllp3,819$396K0.0%+59.6%0.043%
5/16/2025 NewEdge Advisors LLC7,880$816K0.0%-52.8%0.089%
5/15/2025 Royal Bank of Canada60,660$6.28M0.0%-10.0%0.685%
5/15/2025 MAI Capital Management6,730$697K0.0%-3.0%0.076%
5/15/2025 Baird Financial Group Inc.36,408$3.77M0.0%+3.5%0.411%
5/14/2025 Comerica Bank2,801$290K0.0%-12.2%0.032%
5/14/2025 Northwestern Mutual Wealth Management Co.8,640$895K0.0%-3.4%0.098%
5/14/2025 Kestra Advisory Services LLC13,082$1.36M0.0%-0.8%0.148%
5/14/2025 Flow Traders U.S. LLC4,730$490K0.0%-78.4%0.053%
5/14/2025 PGIM Custom Harvest LLC161,227$16.70M0.4%-6.8%1.822%
5/14/2025 Capital Analysts LLC469$49K0.0%+300.9%0.005%
5/13/2025 SFI Advisors LLC36,213$3.75M2.8%N/A0.409%
5/13/2025 Moment Partners LLC15,862$1.64M0.3%-1.0%0.179%
5/13/2025 Raymond James Financial Inc.269,862$27.96M0.0%-6.3%3.049%
5/13/2025 Vestmark Advisory Solutions Inc.59,270$6.14M0.2%-8.4%0.670%
5/13/2025 HighTower Advisors LLC31,618$3.28M0.0%+2.5%0.357%
5/9/2025 Atria Wealth Solutions Inc.12,175$1.26M0.0%-2.1%0.138%
5/9/2025 PNC Financial Services Group Inc.11,040$1.14M0.0%-2.5%0.125%
5/8/2025 Signature Wealth Management Partners LLC3,440$356K0.2%+6.0%0.039%
5/8/2025 Harbour Investments Inc.3,737$387K0.0%-12.1%0.042%
5/8/2025 Arkadios Wealth Advisors5,557$576K0.0%-16.0%0.063%
5/7/2025 LPL Financial LLC335,059$34.71M0.0%-10.5%3.786%
5/7/2025 First Heartland Consultants Inc.9,222$955K0.1%+205.9%0.104%
5/6/2025 Assetmark Inc.279$29K0.0%-68.0%0.003%
5/6/2025 Cetera Investment Advisers64,113$6.64M0.0%-7.8%0.724%
5/6/2025 Avantax Advisory Services Inc.20,352$2.11M0.0%-8.8%0.230%
5/6/2025 Holistic Financial Partners43,571$4.51M2.2%-7.9%0.492%
5/6/2025 AE Wealth Management LLC804$83K0.0%-33.5%0.009%
5/6/2025 Financial Partners Group Inc6,357$659K0.1%-8.5%0.072%
5/6/2025 PFG Advisors3,332$345K0.0%-23.2%0.038%
5/5/2025 IFP Advisors Inc12,506$1.30M0.0%-24.2%0.141%
5/5/2025 Kestra Private Wealth Services LLC2,372$246K0.0%-12.8%0.027%
5/5/2025 Private Advisor Group LLC30,665$3.18M0.0%-0.8%0.346%
5/2/2025 Schrum Private Wealth Management LLC14,938$1.55M1.4%-1.3%0.169%
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5/2/2025 Apollon Financial LLC11,140$1.15M0.3%-8.5%0.126%
5/2/2025 Sigma 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%
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%
2/27/2025 REAP 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%
2/25/2025 Armis Advisers LLC2,704$282K0.0%N/A0.023%
2/25/2025 Integrated Advisors Network LLC9,141$952K0.0%-24.2%0.076%
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2/24/2025 Ameriflex Group Inc.447$50K0.0%N/A0.004%
2/19/2025 Richmond Investment Services LLC2,061$215K0.1%N/A0.017%
2/18/2025 Sunbelt Securities Inc.828$86K0.0%+60.2%0.007%
2/18/2025 First Heartland Consultants Inc.3,015$314K0.0%N/A0.025%
2/17/2025 Waverly Advisors LLC28,326$2.95M0.0%+3.9%0.237%
2/17/2025 Vivaldi Capital Management LP2,489$277K0.0%+13.3%0.021%
2/17/2025 Snowden Capital Advisors LLC11,286$1.18M0.0%-37.1%0.094%
2/17/2025 Quantinno Capital Management LP9,118$949K0.0%-8.1%0.076%
2/17/2025 Cetera Investment Advisers69,520$7.24M0.0%-24.1%0.582%
2/17/2025 Citadel Advisors LLC17,123$1.78M0.0%-34.6%0.143%
(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 ($34.71M), Bank of America Corp DE ($29.39M), Raymond James Financial Inc. ($27.96M), 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 185 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), GAMMA Investing LLC ($60.92K), Cetera Investment Advisers ($59.35K), and Vestmark Advisory Solutions Inc. ($47.85K).

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

Institutional investors have bought a total of 2,465,945 shares in the last 24 months. This purchase volume represents approximately $258.66M in transactions.

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

Of the 173 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: LPL Financial LLC ($249.83K), J Arnold Wealth Management Co ($236.51K), 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 Vestmark Advisory Solutions Inc. ($64.13K).

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

Institutional investors have sold a total of 2,106,358 shares in the last 24 months. This volume of shares sold represents approximately $217.72M in transactions.



This page (NYSEARCA:FXH) was last updated on 5/23/2025 by MarketBeat.com Staff
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