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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$108.17 -0.02 (-0.02%)
As of 03:50 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)
106
Total
Institutional Inflows
(last 12 months)
$158.38M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$108.97M
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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
9/4/2025 Osaic Holdings Inc.60,192$6.24M0.0%-6.9%0.704%
8/19/2025 B. Riley Wealth Advisors Inc.2,857$296K0.0%N/A0.033%
8/19/2025 Delos Wealth Advisors LLC1,648$171K0.1%N/A0.019%
8/18/2025 Geneos Wealth Management Inc.9,069$940K0.0%+129.5%0.106%
8/15/2025 Corient Private Wealth LLC30,990$3.21M0.0%+570.8%0.362%
8/15/2025 Smartleaf Asset Management LLC846$87K0.0%+1,822.7%0.010%
8/15/2025 MML Investors Services LLC14,723$1.53M0.0%+9.9%0.172%
8/15/2025 Bank of America Corp DE258,181$26.77M0.0%-6.0%3.020%
8/15/2025 Ameriprise Financial Inc.101,161$10.48M0.0%-20.7%1.183%
8/14/2025 Jane Street Group LLC5,759$597K0.0%-44.3%0.067%
8/14/2025 Raymond James Financial Inc.254,954$26.43M0.0%-5.5%2.982%
8/14/2025 Vivaldi Capital Management LP2,466$256K0.0%-21.2%0.029%
8/14/2025 NewEdge Advisors LLC7,358$763K0.0%-6.6%0.086%
8/13/2025 Rockport Wealth LLC151,419$15.70M3.6%N/A1.771%
8/13/2025 PGIM Custom Harvest LLC59,735$6.19M0.1%-62.9%0.699%
8/13/2025 StoneX Group Inc.3,014$313K0.0%-13.6%0.035%
8/13/2025 Flow Traders U.S. LLC3,278$340K0.0%-30.7%0.038%
8/13/2025 Gateway Wealth Partners LLC3,273$339K0.1%+9.9%0.038%
8/13/2025 Baird Financial Group Inc.35,274$3.66M0.0%-3.1%0.413%
8/13/2025 Twin Peaks Wealth Advisors LLC1,111$114K0.0%N/A0.013%
8/13/2025 Beacon Pointe Advisors LLC9,452$980K0.0%-3.3%0.111%
8/13/2025 Level Four Advisory Services LLC6,135$636K0.0%-5.4%0.072%
8/13/2025 Northwestern Mutual Wealth Management Co.7,954$825K0.0%-7.9%0.093%
8/12/2025 Laurel Wealth Advisors LLC13,479$1.40M0.0%+10,268.5%0.158%
8/12/2025 Steward Partners Investment Advisory LLC21,283$2.21M0.0%-17.7%0.249%
8/12/2025 Jaffetilchin Investment Partners LLC3,979$413K0.0%+9.3%0.047%
8/12/2025 Global Retirement Partners LLC4,068$422K0.0%N/A0.048%
8/11/2025 SFI Advisors LLC34,445$3.57M2.5%-4.9%0.401%
8/8/2025 MTM Investment Management LLC2,445$253K0.1%-5.3%0.028%
8/8/2025 Cetera Investment Advisers54,803$5.68M0.0%-14.5%0.637%
8/8/2025 Creative Planning4,409$457K0.0%-4.9%0.051%
8/8/2025 PNC Financial Services Group Inc.7,396$767K0.0%-33.0%0.086%
8/7/2025 PCG Wealth Advisors LLC13,473$1.40M0.7%+433.6%0.157%
8/7/2025 Allworth Financial LP1,960$203K0.0%+15.6%0.023%
8/7/2025 PFG Advisors2,168$225K0.0%-34.9%0.025%
8/6/2025 Prospera Financial Services Inc6,942$721K0.0%-4.3%0.081%
8/6/2025 AE Wealth Management LLC587$61K0.0%-27.0%0.007%
8/6/2025 Vestmark Advisory Solutions Inc.124,184$12.88M0.2%+109.5%1.444%
8/6/2025 Golden State Wealth Management LLC14,377$1.49M0.2%-2.1%0.167%
8/5/2025 Prosperity Consulting Group LLC14,597$1.51M0.1%-0.9%0.170%
8/5/2025 Holistic Financial Partners33,277$3.45M1.5%-23.6%0.387%
8/4/2025 Kovack Advisors Inc.2,377$246K0.0%-48.9%0.028%
8/4/2025 Atria Investments Inc4,230$439K0.0%+16.3%0.049%
8/4/2025 Spire Wealth Management4,378$454K0.0%-76.4%0.051%
8/4/2025 L.M. Kohn & Company2,416$250K0.1%-9.7%0.028%
8/1/2025 Envestnet Asset Management Inc.49,532$5.14M0.0%-0.7%0.576%
7/30/2025 Insight Advisors LLC PA3,679$381K0.1%-12.4%0.043%
7/30/2025 Strategic Blueprint LLC13,176$1.37M0.1%-2.9%0.153%
7/30/2025 D.A. Davidson & CO.5,247$544K0.0%+3.3%0.061%
7/30/2025 Pacific Sun Financial Corp3,810$395K0.2%-4.3%0.044%
7/29/2025 Koshinski Asset Management Inc.3,378$350K0.0%-6.2%0.039%
7/29/2025 Stratos Wealth Partners LTD.6,143$637K0.0%-9.1%0.071%
7/28/2025 WealthPLAN Partners LLC6,309$654K0.1%+2.8%0.073%
7/28/2025 Mutual Advisors LLC7,916$810K0.0%-7.0%0.092%
7/25/2025 Atria Wealth Solutions Inc.11,929$1.23M0.0%-2.0%0.139%
7/25/2025 Sequoia Financial Advisors LLC6,724$697K0.0%+6.7%0.078%
7/25/2025 MGO One Seven LLC3,312$343K0.0%-6.4%0.039%
7/25/2025 Hazlett Burt & Watson Inc.526$55K0.0%+62.8%0.006%
7/25/2025 Apollon Financial LLC10,895$1.13M0.2%-2.2%0.127%
7/24/2025 Blue Trust Inc.601$62K0.0%+49.9%0.007%
7/24/2025 IFP Advisors Inc8,382$869K0.0%-33.0%0.097%
7/23/2025 Morey & Quinn Wealth Partners LLC13,298$1.38M1.1%-15.2%0.155%
7/23/2025 REAP Financial Group LLC1,383$143K0.0%-30.5%0.016%
7/23/2025 Kingswood Wealth Advisors LLC2,442$253K0.0%-56.6%0.028%
7/23/2025 Prasad Wealth Partners LLC2,941$305K0.1%-7.6%0.034%
7/23/2025 RMG Wealth Management LLC677$68K0.0%N/A0.008%
7/21/2025 Ameritas Advisory Services LLC2,040$212K0.0%-7.7%0.024%
7/21/2025 Crews Bank & Trust353$37K0.0%N/A0.004%
7/18/2025 QTR Family Wealth LLC4,183$434K0.3%-10.0%0.049%
7/18/2025 Truist Financial Corp20,236$2.10M0.0%-5.2%0.235%
7/17/2025 Alliance Wealth Advisors LLC5,697$591K0.3%-5.7%0.066%
7/17/2025 Janney Montgomery Scott LLC74,527$7.73M0.0%-1.1%0.867%
7/17/2025 Wagner Wealth Management LLC10,885$1.13M0.3%-6.4%0.127%
7/16/2025 ORG Partners LLC1,438$150K0.0%N/A0.017%
7/16/2025 CX Institutional10,123$1.05M0.0%-46.0%0.118%
7/14/2025 ABLE Financial Group LLC2,406$249K0.1%-4.0%0.028%
7/14/2025 Cathy Pareto & Associates Inc.7,099$736K0.6%-8.4%0.082%
7/11/2025 Farther Finance Advisors LLC16,944$1.76M0.0%+81.7%0.195%
7/11/2025 Silver Oak Securities Incorporated1,757$182K0.0%N/A0.020%
7/11/2025 CX Institutional10,123$1.05M0.0%-46.0%0.116%
7/11/2025 Financial Advisory Corp20,779$2.15M0.3%-6.0%0.239%
7/10/2025 Wealth Enhancement Advisory Services LLC2,764$285K0.0%-8.3%0.032%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,865$193K0.0%+55.4%0.021%
5/27/2025Jacobi Capital Management LLC7,085$734K0.1%+1.6%0.081%
5/21/2025Geneos Wealth Management Inc.3,952$409K0.0%-7.4%0.045%
5/19/2025Jane Street Group LLC10,345$1.07M0.0%-51.0%0.117%
5/16/2025Empowered Funds LLC8,405$871K0.0%N/A0.095%
5/16/2025Coppell Advisory Solutions LLC2,342$234K0.0%-71.0%0.026%
5/16/2025Ashton Thomas Private Wealth LLC4,413$457K0.0%-17.5%0.050%
5/16/2025Goldman Sachs Group Inc.123,964$12.84M0.0%-23.3%1.417%
5/16/2025Jones Financial Companies Lllp3,819$396K0.0%+59.6%0.043%
5/16/2025NewEdge Advisors LLC7,880$816K0.0%-52.8%0.089%
5/15/2025Royal Bank of Canada60,660$6.28M0.0%-10.0%0.685%
5/15/2025MAI Capital Management6,730$697K0.0%-3.0%0.076%
5/15/2025Baird Financial Group Inc.36,408$3.77M0.0%+3.5%0.411%
5/14/2025Comerica Bank2,801$290K0.0%-12.2%0.032%
5/14/2025Northwestern Mutual Wealth Management Co.8,640$895K0.0%-3.4%0.098%
5/14/2025Kestra Advisory Services LLC13,082$1.36M0.0%-0.8%0.148%
5/14/2025Flow Traders U.S. LLC4,730$490K0.0%-78.4%0.053%
5/14/2025PGIM Custom Harvest LLC161,227$16.70M0.4%-6.8%1.822%
(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, 254 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 ($34.71M), Bank of America Corp DE ($26.77M), Raymond James Financial Inc. ($26.43M), UBS Group AG ($26.28M), 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 176 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: Raymond James Financial Inc. ($575.80K), International Assets Investment Management LLC ($452.08K), Rockport Wealth LLC ($154.17K), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($65.44K), 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 1,516,225 shares in the last 24 months. This purchase volume represents approximately $158.38M in transactions.

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

Of the 136 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: Envestnet Asset Management Inc. ($113.26K), PGIM Custom Harvest LLC ($113.21K), LPL Financial LLC ($107.52K), Assetmark Inc. ($44.47K), Goldman Sachs Group Inc. ($37.63K), Cetera Investment Advisers ($36.81K), and Kingswood Wealth Advisors LLC ($33.55K).

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

Institutional investors have sold a total of 1,042,485 shares in the last 24 months. This volume of shares sold represents approximately $108.97M in transactions.


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This page (NYSEARCA:FXH) was last updated on 9/16/2025 by MarketBeat.com Staff
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