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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$108.27
+1.22 (+1.14%)
(As of 11/1/2024 ET)
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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)
96
Total
Institutional Inflows
(last 12 months)
$88.76M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$113.40M
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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
11/1/2024Atria Investments Inc11,436$1.28M0.0%-19.4%0.096%
11/1/2024Assetmark Inc.31,246$3.50M0.0%-30.2%0.261%
11/1/2024ABLE Financial Group LLC4,969$556K0.2%-2.2%0.042%
10/30/2024 Financial Partners Group Inc7,140$799K0.1%-3.8%0.060%
10/30/2024 World Equity Group Inc.4,806$538K0.2%N/A0.040%
10/28/2024 Creative Financial Designs Inc. ADV1,616$181K0.0%+10.4%0.014%
10/28/2024 Stephens Inc. AR6,564$734K0.0%-2.9%0.055%
10/25/2024 Strategic Blueprint LLC11,787$1.32M0.1%+17.3%0.099%
10/25/2024 Integrated Advisors Network LLC12,053$1.35M0.1%-12.2%0.101%
10/25/2024 Gateway Wealth Partners LLC14,232$1.59M0.4%-1.8%0.119%
10/24/2024 Arkadios Wealth Advisors6,860$767K0.0%-10.2%0.057%
10/23/2024 Walker Asset Management LLC2,287$256K0.2%-9.9%0.019%
10/22/2024 Private Advisor Group LLC33,261$3.72M0.0%-11.0%0.278%
10/21/2024 Wealth Effects LLC1,840$206K0.1%N/A0.015%
10/18/2024Raymond James & Associates156,913$17.55M0.0%-4.3%1.313%
10/16/2024 Global Retirement Partners LLC5,873$657K0.0%+8.8%0.049%
10/15/2024 NBC Securities Inc.2,171$242K0.0%-42.4%0.018%
10/11/2024 Iams Wealth Management LLC11,993$1.34M0.7%-18.0%0.100%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.1,066$119K0.0%-34.6%0.009%
10/11/2024 Wagner Wealth Management LLC11,286$1.26M0.3%-12.5%0.094%
10/10/2024 Koshinski Asset Management Inc.3,819$427K0.0%-3.7%0.032%
10/10/2024 Concourse Financial Group Securities Inc.2,457$275K0.0%-23.7%0.021%
10/9/2024 Brendel Financial Advisors LLC5,938$664K0.4%N/A0.050%
10/8/2024 CWM LLC2,906$325K0.0%+20.2%0.024%
10/8/2024 Brookstone Capital Management1,809$202K0.0%N/A0.015%
10/7/2024 SignalPoint Asset Management LLC11,809$1.32M0.3%-13.7%0.099%
10/3/2024 Private Client Services LLC2,040$228K0.1%N/A0.017%
10/3/2024 Park Avenue Securities LLC6,056$677K0.0%-42.2%0.051%
9/5/2024Sanctuary Advisors LLC8,047$831K0.0%N/A0.067%
8/22/2024Cetera Investment Advisers113,886$11.90M0.0%-12.2%0.953%
8/21/2024Truist Financial Corp36,495$3.82M0.0%+0.7%0.305%
8/19/2024B. Riley Wealth Advisors Inc.8,950$935K0.0%-34.5%0.075%
8/16/2024 Gateway Wealth Partners LLC14,495$1.52M0.5%+2.8%0.121%
8/16/2024Regal Investment Advisors LLC11,767$1.23M0.1%-10.3%0.098%
8/16/2024Sunbelt Securities Inc.953$100K0.0%-20.5%0.008%
8/16/2024Northwestern Mutual Wealth Management Co.13,342$1.39M0.0%-35.6%0.112%
8/16/2024NewEdge Advisors LLC18,351$1.92M0.0%-3.5%0.154%
8/16/2024 Creative Planning4,924$515K0.0%+3.1%0.041%
8/13/2024Thrivent Financial for Lutherans5,575$583K0.0%+4.9%0.047%
8/13/2024AE Wealth Management LLC19,323$2.02M0.0%+14.1%0.162%
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8/13/2024Benjamin F. Edwards & Company Inc.14,482$1.51M0.0%+3.0%0.121%
8/9/2024WealthPLAN Partners LLC6,482$677K0.1%-22.1%0.054%
8/8/2024Envestnet Asset Management Inc.234,206$24.48M0.0%+0.2%1.960%
8/8/2024LPL Financial LLC458,434$47.92M0.0%-11.4%3.836%
8/7/2024Spectrum Wealth Advisory Group LLC6,101$638K0.7%-5.4%0.051%
8/7/2024Wedbush Securities Inc.1,985$207K0.0%-16.1%0.017%
8/7/2024Ashton Thomas Private Wealth LLC16,490$1.72M0.1%-32.1%0.138%
8/6/2024 Ausdal Financial Partners Inc.3,031$317K0.0%-38.0%0.025%
8/6/2024Gentry Private Wealth LLC4,383$458K0.4%N/A0.037%
8/5/2024 Private Advisor Group LLC37,368$3.91M0.0%-6.8%0.313%
8/2/2024FSB Premier Wealth Management Inc.2,979$311K0.1%-25.7%0.025%
7/31/2024 Spire Wealth Management18,744$1.96M0.1%-1.8%0.157%
7/31/2024Commonwealth Equity Services LLC104,145$10.89M0.0%+2.3%0.872%
7/31/2024 IFG Advisory LLC3,420$357K0.0%N/A0.029%
7/31/2024Holistic Financial Partners47,326$4.95M2.5%-3.0%0.396%
7/30/2024Pine Valley Investments Ltd Liability Co3,757$393K0.0%+5.5%0.031%
7/29/2024Blackhawk Capital Partners LLC.6,123$640K0.4%-2.3%0.051%
7/29/2024 Ameritas Advisory Services LLC2,270$237K0.0%-5.1%0.019%
7/27/2024 HB Wealth Management LLC6,740$704K0.0%+90.4%0.056%
7/27/2024 Strategic Blueprint LLC10,048$1.05M0.1%+4.2%0.084%
7/26/2024ABLE Financial Group LLC5,081$531K0.2%+4.0%0.043%
7/26/2024Harbour Investments Inc.7,626$797K0.0%-5.3%0.064%
7/26/2024 Patriot Financial Group Insurance Agency LLC4,871$509K0.1%+6.5%0.041%
7/26/2024 Cambridge Investment Research Advisors Inc.78,698$8.23M0.0%+2.7%0.659%
7/26/2024Bank of New York Mellon Corp28,068$2.93M0.0%-8.2%0.235%
7/24/2024 Capital Wealth Alliance LLC1,954$204K0.1%N/A0.016%
7/23/2024 Concourse Financial Group Securities Inc.3,221$337K0.0%-7.8%0.027%
7/22/2024Atria Wealth Solutions Inc.30,310$3.17M0.0%+1.3%0.254%
7/22/2024Fifth Third Bancorp311$33K0.0%N/A0.003%
7/20/2024Raymond James Financial Services Advisors Inc.173,035$18.09M0.0%-1.7%1.448%
7/20/2024Apollon Financial LLC13,700$1.43M0.5%-3.6%0.115%
7/19/2024 Pacific Sun Financial Corp4,385$458K0.3%-2.7%0.037%
7/19/2024 Financial Partners Group Inc7,424$776K0.1%-16.5%0.062%
7/19/2024Raymond James & Associates163,973$17.14M0.0%-3.6%1.372%
7/16/2024Great Valley Advisor Group Inc.4,242$443K0.0%-34.1%0.035%
7/15/2024RFG Advisory LLC2,831$296K0.0%+23.1%0.024%
7/11/2024 CX Institutional349$36K0.0%N/A0.003%
7/9/2024 Park Avenue Securities LLC10,474$1.10M0.0%+4.8%0.088%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.1,629$170K0.1%N/A0.014%
7/3/2024 Partnership Wealth Management LLC779$81K0.1%-80.1%0.007%
7/2/2024 GAMMA Investing LLC544$57K0.0%+1,500.0%0.005%
5/24/2024Cetera Advisors LLC39,597$4.34M0.0%+165.6%0.331%
5/24/2024Cetera Investment Advisers129,781$14.22M0.0%+84.3%1.086%
5/21/2024Atria Investments Inc13,137$1.44M0.0%+8.0%0.110%
5/17/2024Jaffetilchin Investment Partners LLC6,390$700K0.1%N/A0.053%
5/17/2024Comerica Bank3,256$357K0.0%-10.6%0.027%
5/17/2024Coppell Advisory Solutions Corp.38,714$4.24M0.8%N/A0.324%
5/17/2024 Creekmur Asset Management LLC417$46K0.0%-39.7%0.003%
5/16/2024B. Riley Wealth Advisors Inc.13,657$1.50M0.0%+15.0%0.114%
5/16/2024Waverly Advisors LLC28,330$3.11M0.1%N/A0.237%
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5/13/2024Bessemer Group Inc.1,100$120K0.0%+17.6%0.009%
5/13/2024Rockport Wealth LLC2,752$302K0.1%N/A0.023%
5/10/2024Osaic Holdings Inc.74,216$8.12M0.0%-45.0%0.621%
5/10/2024Banco Santander S.A.2,240$245K0.0%-6.7%0.019%
5/10/2024Wintrust Investments LLC20,407$2.24M0.2%+9.1%0.171%
5/9/2024Orion Portfolio Solutions LLC9,672$1.06M0.0%+7.5%0.081%
5/9/2024 Koshinski Asset Management Inc.3,580$392K0.0%-41.1%0.030%
5/8/2024Avantax Advisory Services Inc.41,612$4.56M0.0%+1.3%0.348%
5/8/2024Russell Investments Group Ltd.857$94K0.0%N/A0.007%
5/7/2024WealthPLAN Partners LLC8,323$912K0.1%-2.8%0.070%
(Data available from 1/1/2016 forward)

FXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXH shares?

During the previous two years, 245 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($57.81M), Bank of America Corp DE ($49.09M), LPL Financial LLC ($47.92M), UBS Group AG ($26.28M), Envestnet Asset Management Inc. ($24.48M), Raymond James Financial Services Advisors Inc. ($18.09M), and Advisor Group Holdings Inc. ($17.76M).Learn more on FXH's institutional investors.

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

Of the 185 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: International Assets Investment Management LLC ($447.61K), LPL Financial LLC ($196.38K), Vestmark Advisory Solutions Inc. ($114.33K), Cetera Investment Advisers ($105.39K), Envestnet Asset Management Inc. ($80.10K), UBS Group AG ($72.52K), and Coppell Advisory Solutions Corp. ($61.99K).

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

Institutional investors have bought a total of 2,467,487 shares in the last 24 months. This purchase volume represents approximately $259.76M in transactions.

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

Of the 155 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 ($324.78K), LPL Financial LLC ($142.30K), UBS Group AG ($105.75K), Raymond James Financial Services Advisors Inc. ($90.20K), Raymond James & Associates ($72.71K), Regal Investment Advisors LLC ($63.27K), and Osaic Holdings Inc. ($60.77K).

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

Institutional investors have sold a total of 1,649,013 shares in the last 24 months. This volume of shares sold represents approximately $170.75M in transactions.


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This page (NYSEARCA:FXH) was last updated on 11/2/2024 by MarketBeat.com Staff
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