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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$135.22 +1.35 (+1.01%)
As of 08/21/2026 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)
78
Total
Institutional Inflows
(last 12 months)
$188.71M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$41.16M
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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
8/13/2026 Capital Square LLC1,859$231K0.1%N/A0.023%
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%
6/3/2026 NewEdge Advisors LLC10,265$1.13M0.0%+53.7%0.132%
5/19/2026 NewEdge Advisors LLC5,251$556K0.0%-21.4%0.068%
5/19/2026 Bank of America Corp DE297,498$32.66M0.0%-3.8%3.839%
5/19/2026 Arkadios Wealth Advisors15,161$1.66M0.0%+155.1%0.196%
5/18/2026 Royal Bank of Canada78,075$8.57M0.0%+19.4%1.007%
5/16/2026 Quantinno Capital Management LP13,258$1.46M0.0%-2.2%0.171%
5/15/2026 Gateway Wealth Partners LLC5,875$645K0.0%+110.5%0.076%
5/15/2026 Waverly Advisors LLC28,836$3.17M0.0%-0.4%0.372%
5/15/2026 Vivaldi Capital Management LP3,378$371K0.1%+18.4%0.044%
5/14/2026 RMG Wealth Management LLC502$56K0.0%-33.9%0.006%
5/13/2026 Cetera Investment Advisers62,310$6.84M0.0%-10.2%0.804%
5/13/2026 Petra Financial Advisors Inc.1,990$218K0.1%N/A0.026%
5/8/2026 PNC Financial Services Group Inc.5,512$605K0.0%-10.3%0.071%
5/7/2026 Parallel Advisors LLC1,372$151K0.0%+586.0%0.018%
5/6/2026 Assetmark Inc.16,897$1.86M0.0%+21.0%0.218%
5/6/2026 Prosperity 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%
5/5/2026 Gentry Private Wealth LLC4,103$450K0.3%-6.4%0.053%
5/5/2026 Geneos Wealth Management Inc.8,884$975K0.0%-14.4%0.115%
5/5/2026 Sanctuary 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%
5/1/2026 Fifth 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%
4/28/2026 Ascentis 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%
4/27/2026 World 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%
4/22/2026 Janney Montgomery Scott LLC64,990$7.13M0.0%-4.8%0.844%
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4/21/2026 OLD National Bancorp IN5,001$549K0.0%-7.8%0.065%
4/21/2026 Silver 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%
3/17/2026 Rockefeller Capital Management L.P.8,020$913K0.0%-8.6%0.099%
3/9/2026 Corient Private Wealth LLC23,925$2.72M0.0%-0.5%0.295%
3/5/2026 Worthington Financial Partners LLC5,195$591K0.5%N/A0.064%
2/19/2026 Corient 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%
2/18/2026 NewEdge Advisors LLC6,680$760K0.0%-5.2%0.082%
2/17/2026 Integrated Advisors Network LLC1,862$212K0.0%-46.5%0.023%
2/17/2026 Cetera Investment Advisers69,351$7.89M0.0%+17.2%0.856%
2/17/2026 Equitable Holdings Inc.2,727$310K0.0%+39.7%0.034%
2/17/2026 Kovack Advisors Inc.4,666$531K0.0%+17.9%0.058%
2/17/2026 Schrum Private Wealth Management LLC11,432$1.30M1.0%-23.5%0.141%
2/17/2026 Osaic 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%
2/17/2026 Russell Investments Group Ltd.776$88K0.0%-26.8%0.010%
2/17/2026 &PARTNERS3,741$426K0.0%+16.8%0.046%
2/17/2026 Royal Bank of Canada65,395$7.44M0.0%-54.7%0.807%
2/17/2026 Silver 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%
2/16/2026 MML 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%
2/13/2026 Stifel Financial Corp19,213$2.19M0.0%-0.8%0.237%
2/13/2026 Morgan Stanley1,004,142$114.29M0.0%+1.2%12.397%
2/13/2026 Vivaldi Capital Management LP2,854$325K0.0%+10.8%0.035%
2/13/2026 Arkadios 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%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,098$125K0.0%N/A0.014%
2/13/2026 Wells Fargo & Company MN288,537$32.84M0.0%+1.8%3.562%
2/13/2026 RPg 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%
2/12/2026 StoneX Group Inc.2,365$269K0.0%-24.8%0.029%
2/12/2026 Steward 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%
2/11/2026 Gateway Wealth Partners LLC2,791$318K0.0%-4.7%0.034%
2/11/2026 Janney Montgomery Scott LLC68,297$7.77M0.0%-1.3%0.843%
2/11/2026 LPL Financial LLC291,709$33.20M0.0%-0.5%3.601%
2/11/2026 O 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%
2/11/2026 OneAscent Financial Services LLC10,377$1.18M0.1%N/A0.128%
2/11/2026 SFI Advisors LLC32,367$3.68M2.4%-1.8%0.400%
2/10/2026 REAP Financial Group LLC2,132$243K0.0%+30.3%0.026%
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2/10/2026 Goldman Sachs Group Inc.117,256$13.35M0.0%-5.8%1.448%
2/10/2026 Northwestern Mutual Wealth Management Co.7,400$842K0.0%-10.4%0.091%
2/10/2026 Novak & Powell Financial Services Inc.4,551$518K0.3%-4.2%0.056%
2/9/2026 MTM Investment Management LLC1,922$219K0.1%-9.5%0.024%
2/9/2026 Harbour 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%
2/6/2026 Evoke 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%
2/6/2026 PNC Financial Services Group Inc.6,147$700K0.0%-6.0%0.076%


FXH Institutional Ownership - Frequently Asked Questions

During the previous two years, 231 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 157 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 1,666,501 shares in the last 24 months. This purchase volume represents approximately $188.71M 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 369,169 shares in the last 24 months. This volume of shares sold represents approximately $41.16M 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 8/13/2026. New 13F filings are added each quarter as they're published.
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