Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free FXH Stock Alerts

First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$112.93 +0.39 (+0.35%)
Closing price 04:10 PM Eastern
Extended Trading
$112.92 -0.01 (0.00%)
As of 04:10 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.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Health Care AlphaDEX Fund (NYSEARCA:FXH)

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$221.20M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$81.89M
Get FXH Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Health Care AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2026 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%
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%
3/17/2026Rockefeller 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%
2/17/2026 Integrated 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%
2/17/2026 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%
2/16/2026 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%
2/13/2026Stifel 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%
2/12/2026Kovack Advisors Inc.4,666$531K0.0%+17.9%0.058%
2/11/2026Gateway Wealth Partners LLC2,791$318K0.0%-4.7%0.034%
2/11/2026 Janney 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%
2/11/2026 OneAscent Financial Services LLC10,377$1.18M0.1%N/A0.128%
2/11/2026SFI 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%
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%
2/6/2026One 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%
2/5/2026Northwestern Mutual Wealth Management Co.1,225,142$139.45M0.1%+14,737.6%15.125%
2/4/2026 Summit Wealth Group LLC Co.2,312$263K0.0%N/A0.028%
2/4/2026Ameritas Advisory Services LLC1,849$210K0.0%-8.6%0.022%
2/3/2026 Centerpoint Advisory Group4,813$548K0.4%-6.8%0.058%
2/3/2026 Koshinski Asset Management Inc.2,770$315K0.0%-6.6%0.033%
2/3/2026 International Assets Investment Management LLC3,888$442K0.0%+6.2%0.047%
2/3/2026Navellier & Associates Inc.13,429$1.53M0.2%-27.9%0.162%
2/2/2026 Truist Financial Corp19,555$2.23M0.0%+6.5%0.236%
2/2/2026Benjamin Edwards Inc.7,175$817K0.0%-2.3%0.086%
2/2/2026 Mutual Advisors LLC11,417$1.30M0.0%+50.2%0.138%
2/2/2026 Oppenheimer & Co. Inc.4,126$470K0.0%-21.7%0.050%
1/30/2026 Wagner Wealth Management LLC10,633$1.21M0.3%-2.1%0.128%
1/29/2026Comerica Bank2,000$228K0.0%-8.6%0.024%
1/29/2026UBS Group AG122,169$13.91M0.0%-6.3%1.481%
1/29/2026Sanctuary Advisors LLC12,064$1.37M0.0%-1.2%0.146%
1/29/2026 NBC Securities Inc.867$99K0.0%+18.8%0.011%
1/28/2026Geneos Wealth Management Inc.10,384$1.18M0.0%+14.5%0.126%
1/28/2026 Kingswood Wealth Advisors LLC20,797$2.37M0.1%+9.7%0.252%
1/27/2026 Morey & Quinn Wealth Partners LLC11,521$1.31M0.9%-7.0%0.140%
1/27/2026 Financial Advisory Corp20,193$2.30M0.3%-0.5%0.245%
1/26/2026 Iams Wealth Management LLC5,959$678K0.2%N/A0.072%
1/23/2026 Farther Finance Advisors LLC17,392$1.98M0.0%-2.7%0.211%
1/23/2026Assetmark Inc.13,970$1.59M0.0%+11,639.5%0.169%
1/23/2026 Cathy Pareto & Associates Inc.6,426$732K0.5%-4.5%0.078%


FXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXH shares?

During the previous two years, 240 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($114.29M), Bank of America Corp DE ($34.28M), LPL Financial LLC ($33.20M), Wells Fargo & Company MN ($32.84M), Raymond James Financial Inc. ($27.69M), 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 171 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 ($154.55K), Wells Fargo & Company MN ($105.06K), Janney Montgomery Scott LLC ($79.72K), Perryman Financial Advisory Inc. AD ($72.72K), and Cetera Investment Advisers ($69.54K).

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

Institutional investors have bought a total of 1,982,418 shares in the last 24 months. This purchase volume represents approximately $221.20M in transactions.

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

Of the 117 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 ($114.63K), Royal Bank of Canada ($85.75K), Vestmark Advisory Solutions Inc. ($69.43K), Ameriprise Financial Inc. ($46.11K), Goldman Sachs Group Inc. ($44.87K), UBS Group AG ($43.23K), and LPL Financial LLC ($40.87K).

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

Institutional investors have sold a total of 765,664 shares in the last 24 months. This volume of shares sold represents approximately $81.89M in transactions.


Related Companies

This page (NYSEARCA:FXH) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel