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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$101.74 +1.52 (+1.52%)
Closing price 04:10 PM Eastern
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$101.76 +0.03 (+0.02%)
As of 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)
103
Total
Institutional Inflows
(last 12 months)
$137.99M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$93.63M
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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
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%
8/7/2025 PCG Wealth Advisors LLC13,473$1.40M0.7%+433.6%0.157%
8/7/2025 Allworth Financial LP1,960$203K0.0%+15.6%0.023%
8/7/2025 PFG Advisors2,168$225K0.0%-34.9%0.025%
8/6/2025 Prospera Financial Services Inc6,942$721K0.0%-4.3%0.081%
8/6/2025 AE Wealth Management LLC587$61K0.0%-27.0%0.007%
8/6/2025 Vestmark Advisory Solutions Inc.124,184$12.88M0.2%+109.5%1.444%
8/6/2025 Golden State Wealth Management LLC14,377$1.49M0.2%-2.1%0.167%
8/5/2025 Prosperity Consulting Group LLC14,597$1.51M0.1%-0.9%0.170%
8/5/2025 Holistic Financial Partners33,277$3.45M1.5%-23.6%0.387%
8/4/2025 Kovack Advisors Inc.2,377$246K0.0%-48.9%0.028%
8/4/2025 Atria Investments Inc4,230$439K0.0%+16.3%0.049%
8/4/2025 Spire Wealth Management4,378$454K0.0%-76.4%0.051%
8/4/2025 L.M. Kohn & Company2,416$250K0.1%-9.7%0.028%
8/1/2025 Envestnet Asset Management Inc.49,532$5.14M0.0%-0.7%0.576%
7/30/2025 Insight Advisors LLC PA3,679$381K0.1%-12.4%0.043%
7/30/2025 Strategic 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%
7/30/2025 Pacific Sun Financial Corp3,810$395K0.2%-4.3%0.044%
7/29/2025 Koshinski Asset Management Inc.3,378$350K0.0%-6.2%0.039%
7/29/2025 Stratos Wealth Partners LTD.6,143$637K0.0%-9.1%0.071%
7/28/2025 WealthPLAN Partners LLC6,309$654K0.1%+2.8%0.073%
7/28/2025 Mutual Advisors LLC7,916$810K0.0%-7.0%0.092%
7/25/2025 Atria Wealth Solutions Inc.11,929$1.23M0.0%-2.0%0.139%
7/25/2025 Sequoia Financial Advisors LLC6,724$697K0.0%+6.7%0.078%
7/25/2025 MGO One Seven LLC3,312$343K0.0%-6.4%0.039%
7/25/2025 Hazlett 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%
7/24/2025 IFP Advisors Inc8,382$869K0.0%-33.0%0.097%
7/23/2025 Morey & Quinn Wealth Partners LLC13,298$1.38M1.1%-15.2%0.155%
7/23/2025 REAP Financial Group LLC1,383$143K0.0%-30.5%0.016%
7/23/2025 Kingswood Wealth Advisors LLC2,442$253K0.0%-56.6%0.028%
7/23/2025 Prasad Wealth Partners LLC2,941$305K0.1%-7.6%0.034%
7/23/2025 RMG Wealth Management LLC677$68K0.0%N/A0.008%
7/21/2025 Ameritas Advisory Services LLC2,040$212K0.0%-7.7%0.024%
7/21/2025 Crews Bank & Trust353$37K0.0%N/A0.004%
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7/18/2025 QTR Family Wealth LLC4,183$434K0.3%-10.0%0.049%
7/18/2025 Truist Financial Corp20,236$2.10M0.0%-5.2%0.235%
7/17/2025 Alliance Wealth Advisors LLC5,697$591K0.3%-5.7%0.066%
7/17/2025 Janney 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%
7/16/2025 ORG Partners LLC1,438$150K0.0%N/A0.017%
7/16/2025 CX Institutional10,123$1.05M0.0%-46.0%0.118%
7/14/2025 ABLE Financial Group LLC2,406$249K0.1%-4.0%0.028%
7/14/2025 Cathy 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%
7/11/2025 CX Institutional10,123$1.05M0.0%-46.0%0.116%
7/11/2025 Financial Advisory Corp20,779$2.15M0.3%-6.0%0.239%
7/10/2025 Wealth Enhancement Advisory Services LLC2,764$285K0.0%-8.3%0.032%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,865$193K0.0%+55.4%0.021%
5/27/2025Jacobi Capital Management LLC7,085$734K0.1%+1.6%0.081%
5/21/2025Geneos Wealth Management Inc.3,952$409K0.0%-7.4%0.045%
5/19/2025Jane Street Group LLC10,345$1.07M0.0%-51.0%0.117%
5/16/2025Empowered Funds LLC8,405$871K0.0%N/A0.095%
5/16/2025Coppell 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%
5/16/2025Goldman Sachs Group Inc.123,964$12.84M0.0%-23.3%1.417%
5/16/2025Jones Financial Companies Lllp3,819$396K0.0%+59.6%0.043%
5/16/2025NewEdge Advisors LLC7,880$816K0.0%-52.8%0.089%
5/15/2025Royal Bank of Canada60,660$6.28M0.0%-10.0%0.685%
5/15/2025MAI Capital Management6,730$697K0.0%-3.0%0.076%
5/15/2025Baird Financial Group Inc.36,408$3.77M0.0%+3.5%0.411%
5/14/2025Comerica Bank2,801$290K0.0%-12.2%0.032%
5/14/2025Northwestern Mutual Wealth Management Co.8,640$895K0.0%-3.4%0.098%
5/14/2025Kestra Advisory Services LLC13,082$1.36M0.0%-0.8%0.148%
5/14/2025Flow Traders U.S. LLC4,730$490K0.0%-78.4%0.053%
5/14/2025PGIM Custom Harvest LLC161,227$16.70M0.4%-6.8%1.822%
5/14/2025Capital Analysts LLC469$49K0.0%+300.9%0.005%
5/13/2025SFI Advisors LLC36,213$3.75M2.8%N/A0.409%
5/13/2025 Moment Partners LLC15,862$1.64M0.3%-1.0%0.179%
5/13/2025Raymond 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%
5/13/2025HighTower 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%
5/9/2025PNC 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%
5/7/2025LPL Financial LLC335,059$34.71M0.0%-10.5%3.786%
5/7/2025First Heartland Consultants Inc.9,222$955K0.1%+205.9%0.104%
5/6/2025 Assetmark Inc.279$29K0.0%-68.0%0.003%
5/6/2025Cetera Investment Advisers64,113$6.64M0.0%-7.8%0.724%
5/6/2025Avantax 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%
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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%
5/5/2025Private 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%
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%
5/1/2025Gateway Wealth Partners LLC2,979$309K0.1%-68.2%0.034%
(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 ($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 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 176 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), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($65.44K), GAMMA Investing LLC ($60.92K), and Cetera Investment Advisers ($59.35K).

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

Institutional investors have bought a total of 1,319,430 shares in the last 24 months. This purchase volume represents approximately $137.99M in transactions.

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

Of the 131 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), LPL Financial LLC ($107.52K), Cetera Investment Advisers ($52.71K), Assetmark Inc. ($44.47K), Goldman Sachs Group Inc. ($37.63K), Kingswood Wealth Advisors LLC ($33.55K), and Coppell Advisory Solutions LLC ($25.68K).

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

Institutional investors have sold a total of 894,248 shares in the last 24 months. This volume of shares sold represents approximately $93.63M in transactions.


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This page (NYSEARCA:FXH) was last updated on 8/8/2025 by MarketBeat.com Staff
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