First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

$129.66 +0.36 (+0.28%)

Closing price 09/11/2026 04:10 PM Eastern

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$129.66 +0.00 (+0.00%)

As of 09/11/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 85
Total Institutional Inflows (last 12 months): $191.44M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Cahill Financial Advisors Inc.	1,747	$214K	0.0%	N/A	0.021%
9/9/2026	Capital Analysts LLC	1,227	$150K	0.0%	+175.7%	0.015%
9/9/2026	Integrated Wealth Concepts LLC	1,725	$211K	0.0%	N/A	0.021%
9/9/2026	NewEdge Advisors LLC	10,625	$1.30M	0.0%	+3.5%	0.129%
9/9/2026	IFP Advisors Inc	11,553	$1.41M	0.0%	+52.0%	0.140%
9/9/2026	Baird Financial Group Inc.	31,210	$3.82M	0.0%	-2.9%	0.378%
9/9/2026	One Charles Private Wealth Services LLC	4,518	$553K	0.1%	-8.4%	0.055%
9/8/2026	Waverly Advisors LLC	30,159	$3.69M	0.0%	+4.6%	0.366%
8/23/2026	Ameritas Advisory Services LLC	2,022	$247K	0.0%	+9.4%	0.025%
8/23/2026	PCG Wealth Advisors LLC	25,948	$3.18M	0.7%	+88.9%	0.315%
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8/13/2026	Capital Square LLC	1,859	$231K	0.1%	N/A	0.023%
7/9/2026	Allied Private Wealth LLC	300	$37K	0.0%	N/A	0.004%
7/9/2026	GoalVest Advisory LLC	3,925	$480K	0.1%	-4.3%	0.049%
7/8/2026	First Heartland Consultants Inc.	9,541	$1.17M	0.1%	+3.1%	0.119%
7/7/2026	Paller Financial Services Inc	32,992	$4.04M	3.0%	-11.1%	0.420%
7/2/2026	CX Institutional	6,141	$752K	0.0%	-47.4%	0.079%
6/8/2026	Pine Valley Investments Ltd Liability Co	5,261	$578K	0.0%	+9.8%	0.068%
6/3/2026	NewEdge Advisors LLC	10,265	$1.13M	0.0%	+53.7%	0.132%
5/19/2026	NewEdge Advisors LLC	5,251	$556K	0.0%	-21.4%	0.068%
5/19/2026	Bank of America Corp DE	297,498	$32.66M	0.0%	-3.8%	3.839%
5/19/2026	Arkadios Wealth Advisors	15,161	$1.66M	0.0%	+155.1%	0.196%
5/18/2026	Royal Bank of Canada	78,075	$8.57M	0.0%	+19.4%	1.007%
5/16/2026	Quantinno Capital Management LP	13,258	$1.46M	0.0%	-2.2%	0.171%
5/15/2026	Gateway Wealth Partners LLC	5,875	$645K	0.0%	+110.5%	0.076%
5/15/2026	Waverly Advisors LLC	28,836	$3.17M	0.0%	-0.4%	0.372%
5/15/2026	Vivaldi Capital Management LP	3,378	$371K	0.1%	+18.4%	0.044%
5/14/2026	RMG Wealth Management LLC	502	$56K	0.0%	-33.9%	0.006%
5/13/2026	Cetera Investment Advisers	62,310	$6.84M	0.0%	-10.2%	0.804%
5/13/2026	Petra Financial Advisors Inc.	1,990	$218K	0.1%	N/A	0.026%
5/8/2026	PNC Financial Services Group Inc.	5,512	$605K	0.0%	-10.3%	0.071%
5/7/2026	Parallel Advisors LLC	1,372	$151K	0.0%	+586.0%	0.018%
5/6/2026	Assetmark Inc.	16,897	$1.86M	0.0%	+21.0%	0.218%
5/6/2026	Prosperity Consulting Group LLC	14,305	$1.57M	0.1%	-0.8%	0.185%
5/5/2026	Rockport Wealth LLC	144,727	$15.88M	2.9%	-4.6%	1.867%
5/5/2026	D.A. Davidson & CO.	4,577	$502K	0.0%	-7.4%	0.059%
5/5/2026	Gentry Private Wealth LLC	4,103	$450K	0.3%	-6.4%	0.053%
5/5/2026	Geneos Wealth Management Inc.	8,884	$975K	0.0%	-14.4%	0.115%
5/5/2026	Sanctuary Advisors LLC	12,838	$1.41M	0.0%	+6.4%	0.166%
5/2/2026	International Assets Investment Management LLC	3,710	$410K	0.0%	-4.6%	0.048%
5/1/2026	Fifth Third Bancorp	1,966	$216K	0.0%	+962.7%	0.025%
Shocking AI prediction from the “Billionaire Whisperer" (Ad) Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percent run, and Nvidia before it climbed more than 50,000 percent. Now Chaikin says a new AI data center technology using 99 percent less electricity, water, and space could accelerate scientific breakthroughs 360-fold, and one company behind it just flashed bullish in his system. See the full research and the ticker Chaikin is watching before this presentation goes offline. Watch Chaikin's free presentation and see the ticker now
4/30/2026	Kestra Advisory Services LLC	18,466	$2.03M	0.0%	+43.4%	0.240%
4/29/2026	Centerpoint Advisory Group	4,613	$506K	0.4%	-4.2%	0.060%
4/28/2026	Ascentis Independent Advisors	1,438	$158K	0.0%	N/A	0.019%
4/28/2026	Paller Financial Services Inc	37,105	$4.07M	3.4%	-3.0%	0.482%
4/28/2026	Koshinski Asset Management Inc.	2,470	$271K	0.0%	-10.8%	0.032%
4/27/2026	World Investment Advisors	4,381	$481K	0.0%	N/A	0.057%
4/27/2026	Private Advisor Group LLC	19,117	$2.10M	0.0%	-30.6%	0.248%
4/27/2026	Sound Income Strategies LLC	840	$93K	0.0%	-28.7%	0.011%
4/23/2026	Apollon Financial LLC	9,093	$998K	0.1%	-2.2%	0.118%
4/22/2026	Janney Montgomery Scott LLC	64,990	$7.13M	0.0%	-4.8%	0.844%
4/21/2026	OLD National Bancorp IN	5,001	$549K	0.0%	-7.8%	0.065%
4/21/2026	Silver Oak Securities Incorporated	5,026	$552K	0.0%	-17.0%	0.065%
4/20/2026	Kestra Private Wealth Services LLC	1,868	$205K	0.0%	-41.4%	0.024%
4/20/2026	Hilton Head Capital Partners LLC	2,585	$284K	0.2%	-6.8%	0.034%
4/18/2026	HHM Wealth Advisors LLC	594	$65K	0.0%	-14.4%	0.008%
3/17/2026	Rockefeller Capital Management L.P.	8,020	$913K	0.0%	-8.6%	0.099%
3/9/2026	Corient Private Wealth LLC	23,925	$2.72M	0.0%	-0.5%	0.295%
3/5/2026	Worthington Financial Partners LLC	5,195	$591K	0.5%	N/A	0.064%
2/19/2026	Corient Private Wealth LLC	35,207	$4.01M	0.0%	+46.3%	0.435%
2/18/2026	Onyx Bridge Wealth Group LLC	1,772	$202K	0.0%	N/A	0.022%
2/18/2026	NewEdge Advisors LLC	6,680	$760K	0.0%	-5.2%	0.082%
2/17/2026	Integrated Advisors Network LLC	1,862	$212K	0.0%	-46.5%	0.023%
2/17/2026	Cetera Investment Advisers	69,351	$7.89M	0.0%	+17.2%	0.856%
2/17/2026	Equitable Holdings Inc.	2,727	$310K	0.0%	+39.7%	0.034%
2/17/2026	Kovack Advisors Inc.	4,666	$531K	0.0%	+17.9%	0.058%
2/17/2026	Schrum Private Wealth Management LLC	11,432	$1.30M	1.0%	-23.5%	0.141%
2/17/2026	Osaic Holdings Inc.	53,132	$6.05M	0.0%	+3.3%	0.656%
2/17/2026	Private Advisor Group LLC	27,534	$3.13M	0.0%	-12.6%	0.340%
2/17/2026	Russell Investments Group Ltd.	776	$88K	0.0%	-26.8%	0.010%
2/17/2026	&PARTNERS	3,741	$426K	0.0%	+16.8%	0.046%
2/17/2026	Royal Bank of Canada	65,395	$7.44M	0.0%	-54.7%	0.807%
2/17/2026	Silver Grove Financial Group Inc.	3,174	$361K	0.3%	+12.5%	0.039%
2/16/2026	Perryman Financial Advisory Inc. AD	72,715	$8.28M	1.2%	N/A	0.898%
2/16/2026	MML Investors Services LLC	9,367	$1.07M	0.0%	+5.2%	0.116%
2/13/2026	Kestra Advisory Services LLC	12,874	$1.47M	0.0%	-10.7%	0.159%
2/13/2026	Stifel Financial Corp	19,213	$2.19M	0.0%	-0.8%	0.237%
2/13/2026	Morgan Stanley	1,004,142	$114.29M	0.0%	+1.2%	12.397%
2/13/2026	Vivaldi Capital Management LP	2,854	$325K	0.0%	+10.8%	0.035%
2/13/2026	Arkadios Wealth Advisors	5,944	$677K	0.0%	+8.4%	0.073%
2/13/2026	Golden State Wealth Management LLC	12,619	$1.44M	0.2%	-4.7%	0.156%
2/13/2026	QTR Family Wealth LLC	3,783	$430K	0.2%	-3.2%	0.047%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,098	$125K	0.0%	N/A	0.014%
2/13/2026	Wells Fargo & Company MN	288,537	$32.84M	0.0%	+1.8%	3.562%
2/13/2026	RPg Family Wealth Advisory LLC	4,415	$503K	0.1%	N/A	0.055%
2/12/2026	Commonwealth Equity Services LLC	79,130	$9.01M	0.0%	-4.0%	0.977%
2/12/2026	StoneX Group Inc.	2,365	$269K	0.0%	-24.8%	0.029%
2/12/2026	Steward Partners Investment Advisory LLC	19,180	$2.18M	0.0%	-2.6%	0.237%
2/12/2026	CIBC Private Wealth Group LLC	255	$29K	0.0%	-62.5%	0.003%
2/12/2026	Wedbush Securities Inc.	2,438	$278K	0.0%	+29.9%	0.030%
2/12/2026	Wilmington Savings Fund Society FSB	1,125	$128K	0.0%	-28.1%	0.014%
Shocking AI prediction from the “Billionaire Whisperer" (Ad) Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percent run, and Nvidia before it climbed more than 50,000 percent. Now Chaikin says a new AI data center technology using 99 percent less electricity, water, and space could accelerate scientific breakthroughs 360-fold, and one company behind it just flashed bullish in his system. See the full research and the ticker Chaikin is watching before this presentation goes offline. Watch Chaikin's free presentation and see the ticker now
2/12/2026	WealthPLAN Partners LLC	5,915	$673K	0.1%	-3.5%	0.073%
2/12/2026	Kovack Advisors Inc.	4,666	$531K	0.0%	+17.9%	0.058%
2/11/2026	Gateway Wealth Partners LLC	2,791	$318K	0.0%	-4.7%	0.034%
2/11/2026	Janney Montgomery Scott LLC	68,297	$7.77M	0.0%	-1.3%	0.843%
2/11/2026	LPL Financial LLC	291,709	$33.20M	0.0%	-0.5%	3.601%
2/11/2026	O Shaughnessy Asset Management LLC	498	$57K	0.0%	+1,145.0%	0.006%
2/11/2026	Hilton Head Capital Partners LLC	2,773	$316K	0.2%	N/A	0.034%
2/11/2026	OneAscent Financial Services LLC	10,377	$1.18M	0.1%	N/A	0.128%
2/11/2026	SFI Advisors LLC	32,367	$3.68M	2.4%	-1.8%	0.400%
2/10/2026	REAP Financial Group LLC	2,132	$243K	0.0%	+30.3%	0.026%

FXH Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 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 161 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 1,688,775 shares in the last 24 months. This purchase volume represents approximately $191.44M 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.

Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.

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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

FXH Institutional Ownership - Frequently Asked Questions

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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

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

FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

FXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXH shares?

Which institutional investors have been buying First Trust Health Care AlphaDEX Fund's stock?

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

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

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

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