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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$93.64 -2.35 (-2.45%)
Closing price 04:10 PM Eastern
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$93.64 0.00 (0.00%)
As of 05:29 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)
111
Total
Institutional Inflows
(last 12 months)
$139.78M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$78.65M
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FXH Institutional Buying and Selling by Quarter

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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
4/7/2025 GAMMA Investing LLC61,020$6.32M0.0%+9,919.7%0.656%
3/17/2025Wealth Enhancement Advisory Services LLC2,576$268K0.0%+28.8%0.022%
2/27/2025REAP Financial Group LLC2,375$247K0.1%-3.9%0.020%
2/27/2025ABLE Financial Group LLC4,243$442K0.1%-14.6%0.036%
2/26/2025Financial Advisory Corp23,861$2.49M0.4%N/A0.200%
2/25/2025Armis Advisers LLC2,704$282K0.0%N/A0.023%
2/25/2025Integrated Advisors Network LLC9,141$952K0.0%-24.2%0.076%
2/24/2025Ameriflex Group Inc.447$50K0.0%N/A0.004%
2/19/2025Richmond Investment Services LLC2,061$215K0.1%N/A0.017%
2/18/2025Sunbelt Securities Inc.828$86K0.0%+60.2%0.007%
2/18/2025First Heartland Consultants Inc.3,015$314K0.0%N/A0.025%
2/17/2025Waverly Advisors LLC28,326$2.95M0.0%+3.9%0.237%
2/17/2025Vivaldi Capital Management LP2,489$277K0.0%+13.3%0.021%
2/17/2025Snowden Capital Advisors LLC11,286$1.18M0.0%-37.1%0.094%
2/17/2025Quantinno Capital Management LP9,118$949K0.0%-8.1%0.076%
2/17/2025Cetera Investment Advisers69,520$7.24M0.0%-24.1%0.582%
2/17/2025Citadel Advisors LLC17,123$1.78M0.0%-34.6%0.143%
2/17/2025Baird Financial Group Inc.35,166$3.66M0.0%-7.8%0.294%
2/17/2025Bank of America Corp DE282,241$29.39M0.0%-1.6%2.362%
2/17/2025Benjamin Edwards Inc.7,436$774K0.0%-37.3%0.062%
2/17/2025Ameriprise Financial Inc.93,193$9.70M0.0%+26.3%0.780%
2/14/2025Jane Street Group LLC21,125$2.20M0.0%-32.4%0.177%
2/14/2025Bison Wealth LLC4,655$485K0.1%-3.6%0.039%
2/14/2025Beacon Pointe Advisors LLC5,768$601K0.0%-2.3%0.048%
2/14/2025Prosperity Consulting Group LLC14,769$1.54M0.1%+26.6%0.124%
2/14/2025Two Sigma Securities LLC2,259$235K0.0%N/A0.019%
2/14/2025Topsail Wealth Management LLC1,282$133K0.0%N/A0.011%
2/14/2025Coppell Advisory Solutions LLC8,063$844K0.1%-71.2%0.067%
2/14/2025MGO One Seven LLC3,537$368K0.0%+3.2%0.030%
2/14/2025Susquehanna International Group LLP26,024$2.71M0.0%-19.2%0.218%
2/14/2025Stifel Financial Corp24,339$2.54M0.0%+0.6%0.204%
2/14/2025Concourse Financial Group Securities Inc.984$108K0.0%-60.0%0.008%
2/13/2025NewEdge Advisors LLC16,679$1.74M0.0%-8.0%0.140%
2/13/2025Regal Investment Advisors LLC6,180$644K0.0%-19.6%0.052%
2/13/2025LaSalle St. Investment Advisors LLC3,798$395K0.1%N/A0.032%
2/13/2025Mariner LLC2,206$230K0.0%-26.9%0.018%
2/13/2025Synovus Financial Corp4,741$494K0.0%-7.3%0.040%
2/13/2025Raymond James Financial Inc.287,898$29.98M0.0%N/A2.409%
2/13/2025Russell Investments Group Ltd.1,376$143K0.0%+68.0%0.012%
2/13/2025Envestnet Asset Management Inc.59,245$6.17M0.0%-63.6%0.496%
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2/13/2025Wells Fargo & Company MN591,085$61.55M0.0%+20.4%4.946%
2/12/2025World Investment Advisors7,914$824K0.0%-28.6%0.066%
2/12/2025OneAscent Financial Services LLC5,935$618K0.1%N/A0.050%
2/12/2025FSB Premier Wealth Management Inc.3,027$315K0.1%-15.1%0.025%
2/12/2025Tucker Asset Management LLC710$74K0.0%+16.8%0.006%
2/12/2025Level Four Advisory Services LLC6,941$723K0.0%-16.8%0.058%
2/12/2025Moment Partners LLC16,028$1.67M0.3%N/A0.134%
2/12/2025JPMorgan Chase & Co.20,607$2.15M0.0%+3.1%0.172%
2/12/2025Ausdal Financial Partners Inc.2,333$243K0.0%-5.3%0.020%
2/12/2025Morey & Quinn Wealth Partners LLC15,613$1.63M1.4%N/A0.131%
2/11/2025LPL Financial LLC374,326$38.98M0.0%-15.4%3.132%
2/11/2025One Charles Private Wealth Services LLC5,514$574K0.2%-4.9%0.046%
2/10/2025Thrivent Financial for Lutherans5,507$621K0.0%-1.8%0.046%
2/10/2025Petra Financial Advisors Inc.2,566$267K0.2%-25.5%0.021%
2/10/2025Harbour Investments Inc.4,252$443K0.0%-33.0%0.036%
2/10/2025Corient Private Wealth LLC34,021$3.54M0.0%-2.2%0.285%
2/10/2025Commonwealth Equity Services LLC98,795$10.29M0.0%-2.7%0.827%
2/10/2025Avantax Advisory Services Inc.22,328$2.33M0.0%-26.5%0.187%
2/7/2025PFG Advisors4,336$452K0.0%N/A0.036%
2/7/2025HighTower Advisors LLC30,853$3.21M0.0%-2.4%0.258%
2/7/2025Independent Advisor Alliance36,045$3.75M0.0%N/A0.302%
2/7/2025PNC Financial Services Group Inc.11,318$1.18M0.0%-11.2%0.095%
2/7/2025Ashton Thomas Private Wealth LLC5,349$557K0.0%-21.7%0.045%
2/7/2025Schrum Private Wealth Management LLC15,138$1.58M1.3%-40.5%0.127%
2/6/2025Vestmark Advisory Solutions Inc.64,683$6.74M0.2%+0.8%0.541%
2/6/2025Raymond James Financial Inc.287,898$29.98M0.0%N/A2.409%
2/6/2025Atria Investments Inc3,685$384K0.0%-67.8%0.031%
2/6/2025Assetmark Inc.872$91K0.0%-97.2%0.007%
2/6/2025Synergy Investment Management LLC540$56K0.0%N/A0.005%
2/6/2025Steward Partners Investment Advisory LLC27,484$2.86M0.0%-11.0%0.230%
2/6/2025Jones Financial Companies Lllp2,393$249K0.0%+60.9%0.020%
2/5/2025Oppenheimer & Co. Inc.5,561$579K0.0%-7.2%0.047%
2/5/2025Kovack Advisors Inc.4,652$484K0.0%+89.7%0.039%
2/4/2025Blackhawk Capital Partners LLC.8,629$899K0.5%+36.0%0.072%
2/4/2025Pine Valley Investments Ltd Liability Co4,058$423K0.0%+4.9%0.034%
2/4/2025Prasad Wealth Partners LLC3,386$353K0.1%N/A0.028%
2/4/2025Holistic Financial Partners47,325$4.93M2.4%-3.1%0.396%
2/4/2025IFP Advisors Inc16,499$1.72M0.1%-31.1%0.138%
2/3/2025Sigma Planning Corp5,010$522K0.0%-8.4%0.042%
2/3/2025Pacific Sun Financial Corp4,170$434K0.2%-2.9%0.035%
2/3/2025Private Advisor Group LLC30,912$3.22M0.0%-7.1%0.259%
1/31/2025Global Retirement Partners LLC4,973$518K0.0%-15.3%0.042%
1/31/2025Atria Wealth Solutions Inc.12,442$1.30M0.0%-51.3%0.104%
1/31/2025D.A. Davidson & CO.9,983$1.04M0.0%-6.0%0.084%
1/31/2025Truist Financial Corp26,991$2.81M0.0%-23.9%0.226%
1/31/2025Sanctuary Advisors LLC6,044$677K0.0%-29.1%0.051%
1/31/2025Spectrum Wealth Advisory Group LLC5,769$601K0.3%-2.6%0.048%
1/30/2025L.M. Kohn & Company3,117$325K0.1%-26.5%0.026%
1/30/2025Centerpoint Advisory Group5,163$538K0.5%N/A0.043%
1/30/2025WealthPLAN Partners LLC6,137$639K0.1%-3.4%0.051%
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1/30/2025Blue Trust Inc.401$42K0.0%N/A0.003%
1/29/2025MTM Investment Management LLC2,582$269K0.1%-8.1%0.022%
1/29/2025Wagner Wealth Management LLC11,580$1.21M0.3%+2.6%0.097%
1/28/2025Apollon Wealth Management LLC3,117$325K0.0%-24.3%0.026%
1/28/2025Apollon Financial LLC12,175$1.27M0.3%-6.8%0.102%
1/28/2025Golden State Wealth Management LLC15,551$1.62M0.2%N/A0.130%
1/27/2025Insight Advisors LLC PA4,198$436K0.1%-3.0%0.035%
1/27/2025Stratos Wealth Partners LTD.7,453$776K0.0%-10.6%0.062%
1/24/2025Financial Partners Group Inc6,945$723K0.1%-2.7%0.058%
1/24/2025DAVENPORT & Co LLC3,595$374K0.0%-23.7%0.030%
(Data available from 1/1/2016 forward)

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FXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXH shares?

During the previous two years, 260 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($61.55M), LPL Financial LLC ($38.98M), Raymond James Financial Inc. ($29.98M), Bank of America Corp DE ($29.39M), UBS Group AG ($26.28M), Raymond James Financial Services Advisors Inc. ($18.09M), and Raymond James & Associates ($17.55M).Learn more on FXH's institutional investors.

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

Of the 194 institutional investors that purchased First Trust Health Care AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($575.80K), International Assets Investment Management LLC ($452.08K), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($70.07K), LPL Financial LLC ($66.33K), and GAMMA Investing LLC ($60.92K).

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

Institutional investors have bought a total of 2,672,001 shares in the last 24 months. This purchase volume represents approximately $281.27M in transactions.

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

Of the 169 institutional investors that sold First Trust Health Care AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: J Arnold Wealth Management Co ($236.51K), LPL Financial LLC ($210.56K), Envestnet Asset Management Inc. ($147.81K), UBS Group AG ($105.75K), Raymond James Financial Services Advisors Inc. ($90.20K), Raymond James & Associates ($72.71K), and Regal Investment Advisors LLC ($63.49K).

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

Institutional investors have sold a total of 1,964,394 shares in the last 24 months. This volume of shares sold represents approximately $203.49M in transactions.


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This page (NYSEARCA:FXH) was last updated on 4/8/2025 by MarketBeat.com Staff
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