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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$114.05 +1.55 (+1.38%)
Closing price 04:10 PM Eastern
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$114.01 -0.04 (-0.04%)
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)
106
Total
Institutional Inflows
(last 12 months)
$160.89M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$108.48M
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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
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%
8/18/2025Geneos 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%
8/12/2025Global 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%
7/30/2025D.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%
7/25/2025Apollon Financial LLC10,895$1.13M0.2%-2.2%0.127%
7/24/2025Blue 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%
7/21/2025Crews 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%
7/17/2025Alliance Wealth Advisors LLC5,697$591K0.3%-5.7%0.066%
7/17/2025Janney Montgomery Scott LLC74,527$7.73M0.0%-1.1%0.867%
7/17/2025Wagner 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%
7/14/2025ABLE Financial Group LLC2,406$249K0.1%-4.0%0.028%
7/14/2025Cathy Pareto & Associates Inc.7,099$736K0.6%-8.4%0.082%
7/11/2025Farther Finance Advisors LLC16,944$1.76M0.0%+81.7%0.195%
7/11/2025Silver Oak Securities Incorporated1,757$182K0.0%N/A0.020%
7/11/2025CX Institutional10,123$1.05M0.0%-46.0%0.116%
7/11/2025Financial Advisory Corp20,779$2.15M0.3%-6.0%0.239%
7/10/2025Wealth Enhancement Advisory Services LLC2,764$285K0.0%-8.3%0.032%
7/7/2025Thurston 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%
5/16/2025Ashton 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%
(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, 254 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 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), 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 1,540,555 shares in the last 24 months. This purchase volume represents approximately $160.89M in transactions.

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

Of the 135 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 1,038,067 shares in the last 24 months. This volume of shares sold represents approximately $108.48M in transactions.


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This page (NYSEARCA:FXH) was last updated on 10/3/2025 by MarketBeat.com Staff
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