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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$129.51 +0.41 (+0.32%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$129.51 0.00 (0.00%)
As of 10/2/2026 07:30 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 Massive. Learn more.
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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)
88
Total
Institutional Inflows
(last 12 months)
$194.37M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$40.86M
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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
10/2/2026 CX Institutional6,176$807K0.0%N/A0.071%
10/2/2026 GoalVest Advisory LLC3,925$513K0.0%N/A0.045%
9/23/2026Envestnet Asset Management Inc.94,077$11.52M0.0%+59.8%1.081%
9/18/2026Security National Bank of Sioux City Iowa IA322$39K0.0%N/A0.004%
9/9/2026Cahill Financial Advisors Inc.1,747$214K0.0%N/A0.021%
9/9/2026Capital Analysts LLC1,227$150K0.0%+175.7%0.015%
9/9/2026Integrated Wealth Concepts LLC1,725$211K0.0%N/A0.021%
9/9/2026NewEdge Advisors LLC10,625$1.30M0.0%+3.5%0.129%
9/9/2026IFP Advisors Inc11,553$1.41M0.0%+52.0%0.140%
9/9/2026Baird Financial Group Inc.31,210$3.82M0.0%-2.9%0.378%
9/9/2026One Charles Private Wealth Services LLC4,518$553K0.1%-8.4%0.055%
9/8/2026Waverly Advisors LLC30,159$3.69M0.0%+4.6%0.366%
8/23/2026Ameritas Advisory Services LLC2,022$247K0.0%+9.4%0.025%
8/23/2026PCG Wealth Advisors LLC25,948$3.18M0.7%+88.9%0.315%
8/13/2026Capital Square LLC1,859$231K0.1%N/A0.023%
7/9/2026Allied Private Wealth LLC300$37K0.0%N/A0.004%
7/9/2026 GoalVest Advisory LLC3,925$480K0.1%-4.3%0.049%
7/8/2026First Heartland Consultants Inc.9,541$1.17M0.1%+3.1%0.119%
7/7/2026Paller Financial Services Inc32,992$4.04M3.0%-11.1%0.420%
7/2/2026 CX Institutional6,141$752K0.0%-47.4%0.079%
6/8/2026Pine Valley Investments Ltd Liability Co5,261$578K0.0%+9.8%0.068%
6/3/2026NewEdge Advisors LLC10,265$1.13M0.0%+53.7%0.132%
5/19/2026NewEdge Advisors LLC5,251$556K0.0%-21.4%0.068%
5/19/2026Bank of America Corp DE297,498$32.66M0.0%-3.8%3.839%
5/19/2026Arkadios Wealth Advisors15,161$1.66M0.0%+155.1%0.196%
5/18/2026Royal Bank of Canada78,075$8.57M0.0%+19.4%1.007%
5/16/2026Quantinno Capital Management LP13,258$1.46M0.0%-2.2%0.171%
5/15/2026Gateway Wealth Partners LLC5,875$645K0.0%+110.5%0.076%
5/15/2026Waverly Advisors LLC28,836$3.17M0.0%-0.4%0.372%
5/15/2026Vivaldi Capital Management LP3,378$371K0.1%+18.4%0.044%
5/14/2026RMG Wealth Management LLC502$56K0.0%-33.9%0.006%
5/13/2026Cetera Investment Advisers62,310$6.84M0.0%-10.2%0.804%
5/13/2026Petra Financial Advisors Inc.1,990$218K0.1%N/A0.026%
5/8/2026PNC Financial Services Group Inc.5,512$605K0.0%-10.3%0.071%
5/7/2026Parallel Advisors LLC1,372$151K0.0%+586.0%0.018%
5/6/2026Assetmark Inc.16,897$1.86M0.0%+21.0%0.218%
5/6/2026Prosperity Consulting Group LLC14,305$1.57M0.1%-0.8%0.185%
5/5/2026Rockport Wealth LLC144,727$15.88M2.9%-4.6%1.867%
5/5/2026D.A. Davidson & CO.4,577$502K0.0%-7.4%0.059%
5/5/2026Gentry Private Wealth LLC4,103$450K0.3%-6.4%0.053%
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5/5/2026Geneos Wealth Management Inc.8,884$975K0.0%-14.4%0.115%
5/5/2026Sanctuary Advisors LLC12,838$1.41M0.0%+6.4%0.166%
5/2/2026International Assets Investment Management LLC3,710$410K0.0%-4.6%0.048%
5/1/2026Fifth Third Bancorp1,966$216K0.0%+962.7%0.025%
4/30/2026Kestra Advisory Services LLC18,466$2.03M0.0%+43.4%0.240%
4/29/2026Centerpoint Advisory Group4,613$506K0.4%-4.2%0.060%
4/28/2026Ascentis Independent Advisors1,438$158K0.0%N/A0.019%
4/28/2026Paller Financial Services Inc37,105$4.07M3.4%-3.0%0.482%
4/28/2026Koshinski Asset Management Inc.2,470$271K0.0%-10.8%0.032%
4/27/2026World Investment Advisors4,381$481K0.0%N/A0.057%
4/27/2026Private Advisor Group LLC19,117$2.10M0.0%-30.6%0.248%
4/27/2026Sound Income Strategies LLC840$93K0.0%-28.7%0.011%
4/23/2026Apollon Financial LLC9,093$998K0.1%-2.2%0.118%
4/22/2026Janney Montgomery Scott LLC64,990$7.13M0.0%-4.8%0.844%
4/21/2026OLD National Bancorp IN5,001$549K0.0%-7.8%0.065%
4/21/2026Silver Oak Securities Incorporated5,026$552K0.0%-17.0%0.065%
4/20/2026Kestra Private Wealth Services LLC1,868$205K0.0%-41.4%0.024%
4/20/2026Hilton Head Capital Partners LLC2,585$284K0.2%-6.8%0.034%
4/18/2026HHM Wealth Advisors LLC594$65K0.0%-14.4%0.008%
3/17/2026Rockefeller Capital Management L.P.8,020$913K0.0%-8.6%0.099%
3/9/2026Corient Private Wealth LLC23,925$2.72M0.0%-0.5%0.295%
3/5/2026Worthington Financial Partners LLC5,195$591K0.5%N/A0.064%
2/19/2026Corient Private Wealth LLC35,207$4.01M0.0%+46.3%0.435%
2/18/2026Onyx Bridge Wealth Group LLC1,772$202K0.0%N/A0.022%
2/18/2026NewEdge Advisors LLC6,680$760K0.0%-5.2%0.082%
2/17/2026Integrated Advisors Network LLC1,862$212K0.0%-46.5%0.023%
2/17/2026Cetera Investment Advisers69,351$7.89M0.0%+17.2%0.856%
2/17/2026Equitable Holdings Inc.2,727$310K0.0%+39.7%0.034%
2/17/2026Kovack Advisors Inc.4,666$531K0.0%+17.9%0.058%
2/17/2026Schrum Private Wealth Management LLC11,432$1.30M1.0%-23.5%0.141%
2/17/2026Osaic Holdings Inc.53,132$6.05M0.0%+3.3%0.656%
2/17/2026Private Advisor Group LLC27,534$3.13M0.0%-12.6%0.340%
2/17/2026Russell Investments Group Ltd.776$88K0.0%-26.8%0.010%
2/17/2026&PARTNERS3,741$426K0.0%+16.8%0.046%
2/17/2026Royal Bank of Canada65,395$7.44M0.0%-54.7%0.807%
2/17/2026Silver Grove Financial Group Inc.3,174$361K0.3%+12.5%0.039%
2/16/2026Perryman Financial Advisory Inc. AD72,715$8.28M1.2%N/A0.898%
2/16/2026MML Investors Services LLC9,367$1.07M0.0%+5.2%0.116%
2/13/2026Kestra Advisory Services LLC12,874$1.47M0.0%-10.7%0.159%
2/13/2026Stifel Financial Corp19,213$2.19M0.0%-0.8%0.237%
2/13/2026Morgan Stanley1,004,142$114.29M0.0%+1.2%12.397%
2/13/2026Vivaldi Capital Management LP2,854$325K0.0%+10.8%0.035%
2/13/2026Arkadios Wealth Advisors5,944$677K0.0%+8.4%0.073%
2/13/2026Golden State Wealth Management LLC12,619$1.44M0.2%-4.7%0.156%
2/13/2026QTR Family Wealth LLC3,783$430K0.2%-3.2%0.047%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,098$125K0.0%N/A0.014%
2/13/2026Wells Fargo & Company MN288,537$32.84M0.0%+1.8%3.562%
2/13/2026RPg Family Wealth Advisory LLC4,415$503K0.1%N/A0.055%
2/12/2026Commonwealth Equity Services LLC79,130$9.01M0.0%-4.0%0.977%
2/12/2026StoneX Group Inc.2,365$269K0.0%-24.8%0.029%
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2/12/2026Steward Partners Investment Advisory LLC19,180$2.18M0.0%-2.6%0.237%
2/12/2026CIBC Private Wealth Group LLC255$29K0.0%-62.5%0.003%
2/12/2026Wedbush Securities Inc.2,438$278K0.0%+29.9%0.030%
2/12/2026Wilmington Savings Fund Society FSB1,125$128K0.0%-28.1%0.014%
2/12/2026WealthPLAN Partners LLC5,915$673K0.1%-3.5%0.073%
2/12/2026Kovack Advisors Inc.4,666$531K0.0%+17.9%0.058%
2/11/2026Gateway Wealth Partners LLC2,791$318K0.0%-4.7%0.034%
2/11/2026Janney Montgomery Scott LLC68,297$7.77M0.0%-1.3%0.843%
2/11/2026LPL Financial LLC291,709$33.20M0.0%-0.5%3.601%
2/11/2026O Shaughnessy Asset Management LLC498$57K0.0%+1,145.0%0.006%


FXH Institutional Ownership - Frequently Asked Questions

During the previous two years, 234 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($114.29M), LPL Financial LLC ($33.20M), Wells Fargo & Company MN ($32.84M), Bank of America Corp DE ($32.66M), Raymond James Financial Inc. ($27.69M), Raymond James & Associates ($17.55M), and Rockport Wealth LLC ($15.88M).Learn more on First Trust Health Care AlphaDEX Fund's institutional investors.

Of the 164 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: Northwestern Mutual Wealth Management Co. ($1.22M), Raymond James Financial Inc. ($575.80K), Rockport Wealth LLC ($151.80K), Wells Fargo & Company MN ($105.06K), Janney Montgomery Scott LLC ($79.72K), Perryman Financial Advisory Inc. AD ($72.72K), and Vestmark Advisory Solutions Inc. ($65.44K).

Institutional investors have bought a total of 1,708,025 shares in the last 24 months. This purchase volume represents approximately $194.37M in transactions.

Of the 92 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: Royal Bank of Canada ($79.04K), Vestmark Advisory Solutions Inc. ($64.01K), UBS Group AG ($43.23K), Ameriprise Financial Inc. ($19.69K), Commonwealth Equity Services LLC ($14.09K), Private Advisor Group LLC ($13.76K), and Bank of America Corp DE ($11.61K).

Institutional investors have sold a total of 366,015 shares in the last 24 months. This volume of shares sold represents approximately $40.86M in transactions.


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Institutional ownership data for NYSEARCA:FXH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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