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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$127.24 -0.74 (-0.58%)
As of 03:34 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)
88
Total
Institutional Inflows
(last 12 months)
$218.08M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$63.83M
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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
7/9/2026 Allied Private Wealth LLC300$37K0.0%N/A0.004%
7/9/2026 GoalVest Advisory LLC3,925$480K0.1%-4.3%0.049%
7/8/2026 First Heartland Consultants Inc.9,541$1.17M0.1%+3.1%0.119%
7/7/2026 Paller Financial Services Inc32,992$4.04M3.0%-11.1%0.420%
7/2/2026 CX Institutional6,141$752K0.0%-47.4%0.079%
6/8/2026 Pine 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%
5/13/2026 Petra 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%
5/5/2026 Rockport Wealth LLC144,727$15.88M2.9%-4.6%1.867%
5/5/2026 D.A. Davidson & CO.4,577$502K0.0%-7.4%0.059%
5/5/2026Gentry Private Wealth LLC4,103$450K0.3%-6.4%0.053%
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%
5/2/2026 International Assets Investment Management LLC3,710$410K0.0%-4.6%0.048%
5/1/2026Fifth Third Bancorp1,966$216K0.0%+962.7%0.025%
4/30/2026 Kestra Advisory Services LLC18,466$2.03M0.0%+43.4%0.240%
4/29/2026 Centerpoint Advisory Group4,613$506K0.4%-4.2%0.060%
4/28/2026Ascentis Independent Advisors1,438$158K0.0%N/A0.019%
4/28/2026 Paller Financial Services Inc37,105$4.07M3.4%-3.0%0.482%
4/28/2026 Koshinski Asset Management Inc.2,470$271K0.0%-10.8%0.032%
4/27/2026World Investment Advisors4,381$481K0.0%N/A0.057%
4/27/2026 Private Advisor Group LLC19,117$2.10M0.0%-30.6%0.248%
4/27/2026 Sound Income Strategies LLC840$93K0.0%-28.7%0.011%
4/23/2026 Apollon Financial LLC9,093$998K0.1%-2.2%0.118%
4/22/2026Janney Montgomery Scott LLC64,990$7.13M0.0%-4.8%0.844%
4/21/2026 OLD National Bancorp IN5,001$549K0.0%-7.8%0.065%
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4/21/2026Silver Oak Securities Incorporated5,026$552K0.0%-17.0%0.065%
4/20/2026 Kestra Private Wealth Services LLC1,868$205K0.0%-41.4%0.024%
4/20/2026 Hilton Head Capital Partners LLC2,585$284K0.2%-6.8%0.034%
4/18/2026 HHM 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%
3/5/2026 Worthington Financial Partners LLC5,195$591K0.5%N/A0.064%
2/19/2026Corient Private Wealth LLC35,207$4.01M0.0%+46.3%0.435%
2/18/2026 Onyx 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%
2/17/2026 Kovack 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%
2/17/2026 Private 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%
2/16/2026 Perryman 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%
2/13/2026 Kestra 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%
2/13/2026 Golden State Wealth Management LLC12,619$1.44M0.2%-4.7%0.156%
2/13/2026 QTR 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%
2/12/2026 Commonwealth Equity Services LLC79,130$9.01M0.0%-4.0%0.977%
2/12/2026StoneX Group Inc.2,365$269K0.0%-24.8%0.029%
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%
2/12/2026 Wedbush Securities Inc.2,438$278K0.0%+29.9%0.030%
2/12/2026 Wilmington Savings Fund Society FSB1,125$128K0.0%-28.1%0.014%
2/12/2026 WealthPLAN Partners LLC5,915$673K0.1%-3.5%0.073%
2/12/2026 Kovack 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%
2/11/2026 Hilton Head Capital Partners LLC2,773$316K0.2%N/A0.034%
2/11/2026OneAscent Financial Services LLC10,377$1.18M0.1%N/A0.128%
2/11/2026 SFI Advisors LLC32,367$3.68M2.4%-1.8%0.400%
2/10/2026REAP Financial Group LLC2,132$243K0.0%+30.3%0.026%
2/10/2026Goldman Sachs Group Inc.117,256$13.35M0.0%-5.8%1.448%
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2/10/2026Northwestern Mutual Wealth Management Co.7,400$842K0.0%-10.4%0.091%
2/10/2026Novak & Powell Financial Services Inc.4,551$518K0.3%-4.2%0.056%
2/9/2026MTM Investment Management LLC1,922$219K0.1%-9.5%0.024%
2/9/2026Harbour Investments Inc.3,999$455K0.0%+17.7%0.049%
2/9/2026 Prospera Financial Services Inc13,655$1.56M0.0%+91.8%0.169%
2/6/2026Evoke Wealth LLC5,378$612K0.0%N/A0.066%
2/6/2026 One Charles Private Wealth Services LLC4,930$561K0.1%-9.7%0.061%
2/6/2026 IFP Advisors Inc8,058$917K0.0%-2.8%0.099%
2/6/2026PNC Financial Services Group Inc.6,147$700K0.0%-6.0%0.076%
2/6/2026HighTower Advisors LLC41,923$4.77M0.0%+27.5%0.518%


FXH Institutional Ownership - Frequently Asked Questions

During the previous two years, 232 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 1,950,064 shares in the last 24 months. This purchase volume represents approximately $218.08M in transactions.

Of the 104 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: PGIM Custom Harvest LLC ($102.91K), Royal Bank of Canada ($79.04K), Vestmark Advisory Solutions Inc. ($64.01K), Ameriprise Financial Inc. ($46.11K), UBS Group AG ($43.23K), Bank of America Corp DE ($28.08K), and Holistic Financial Partners ($18.38K).

Institutional investors have sold a total of 587,797 shares in the last 24 months. This volume of shares sold represents approximately $63.83M in transactions.


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This page (NYSEARCA:FXH) was last updated on 7/31/2026 by MarketBeat.com Staff.
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