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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$105.22 +1.55 (+1.50%)
(As of 12/20/2024 04:33 PM 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)
103
Total
Institutional Inflows
(last 12 months)
$88.92M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$78.23M
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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
12/13/2024 B. Riley Wealth Advisors Inc.4,062$448K0.0%-54.6%0.034%
11/25/2024 Synovus Financial Corp5,116$572K0.0%+4.3%0.043%
11/25/2024 Wilmington Savings Fund Society FSB1,125$126K0.0%N/A0.009%
11/25/2024 World Investment Advisors LLC11,077$1.24M0.0%N/A0.093%
11/25/2024 Sanctuary Advisors LLC8,527$933K0.0%+6.0%0.071%
11/25/2024 Pine Valley Investments Ltd Liability Co3,869$433K0.0%+3.0%0.032%
11/18/2024 Sunbelt Securities Inc.517$58K0.0%-45.8%0.004%
11/15/2024 MML Investors Services LLC9,085$1.02M0.0%-8.9%0.076%
11/15/2024 Orion Portfolio Solutions LLC7,105$795K0.0%-41.5%0.059%
11/15/2024 Jane Street Group LLC31,232$3.49M0.0%+43.5%0.261%
11/15/2024 Stifel Financial Corp24,188$2.71M0.0%-6.6%0.202%
11/15/2024 Quantinno Capital Management LP9,927$1.11M0.0%+16.1%0.083%
11/15/2024 HighTower Advisors LLC31,596$3.53M0.0%-1.2%0.264%
11/15/2024 Benjamin Edwards Inc.11,860$1.33M0.0%+945.9%0.099%
11/14/2024 L.M. Kohn & Company4,242$475K0.1%-23.4%0.035%
11/14/2024 Flow Traders U.S. LLC3,687$412K0.0%N/A0.031%
11/14/2024 Rockefeller Capital Management L.P.10,628$1.19M0.0%-1.9%0.089%
11/14/2024 RPg Family Wealth Advisory LLC3,284$367K0.1%N/A0.027%
11/13/2024 FMR LLC2,975$333K0.0%+7.4%0.025%
11/13/2024 D.A. Davidson & CO.10,621$1.19M0.0%-2.3%0.089%
11/13/2024 Bank of Montreal Can18,126$1.91M0.0%+1,354.7%0.152%
11/13/2024 Truvestments Capital LLC800$90K0.0%N/A0.007%
11/12/2024 One Charles Private Wealth Services LLC5,799$649K0.2%-2.6%0.049%
11/12/2024 Great Valley Advisor Group Inc.4,487$502K0.0%+5.8%0.038%
11/12/2024 Navellier & Associates Inc.24,432$2.73M0.4%-22.0%0.204%
11/12/2024 Blackhawk Capital Partners LLC.6,347$710K0.4%+3.7%0.053%
11/8/2024 PNC Financial Services Group Inc.12,743$1.43M0.0%-12.4%0.107%
11/8/2024 Prospera Financial Services Inc18,682$2.09M0.1%-22.4%0.156%
11/7/2024 Spectrum Wealth Advisory Group LLC5,924$663K0.4%-2.9%0.050%
11/7/2024 Holistic Financial Partners48,830$5.46M2.6%+3.2%0.409%
11/6/2024 1776 Wealth LLC2,383$267K0.1%-9.4%0.020%
11/6/2024 Valley Wealth Managers Inc.232$26K0.0%N/A0.002%
11/6/2024 Schrum Private Wealth Management LLC25,436$2.85M1.5%+68.0%0.213%
11/6/2024 Kovack Advisors Inc.2,452$274K0.0%N/A0.021%
11/6/2024 Oppenheimer & Co. Inc.5,992$670K0.0%+3.8%0.050%
11/5/2024 Ashton Thomas Private Wealth LLC6,831$764K0.0%-58.6%0.057%
11/5/2024 Apollon Financial LLC13,070$1.46M0.4%-4.6%0.109%
11/5/2024 WealthPLAN Partners LLC6,351$710K0.1%-2.0%0.053%
11/5/2024 Harbour Investments Inc.6,343$710K0.0%-16.8%0.053%
11/5/2024 Apollon Wealth Management LLC4,117$461K0.0%-21.7%0.034%
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11/1/2024 Atria Investments Inc11,436$1.28M0.0%-19.4%0.096%
11/1/2024 Assetmark Inc.31,246$3.50M0.0%-30.2%0.261%
11/1/2024 ABLE 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%
9/5/2024 Sanctuary Advisors LLC8,047$831K0.0%N/A0.067%
8/22/2024 Cetera Investment Advisers113,886$11.90M0.0%-12.2%0.953%
8/21/2024 Truist Financial Corp36,495$3.82M0.0%+0.7%0.305%
8/19/2024 B. 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%
8/16/2024 Regal Investment Advisors LLC11,767$1.23M0.1%-10.3%0.098%
8/16/2024 Sunbelt Securities Inc.953$100K0.0%-20.5%0.008%
8/16/2024 Northwestern Mutual Wealth Management Co.13,342$1.39M0.0%-35.6%0.112%
8/16/2024 NewEdge Advisors LLC18,351$1.92M0.0%-3.5%0.154%
8/16/2024 Creative Planning4,924$515K0.0%+3.1%0.041%
8/13/2024 Thrivent Financial for Lutherans5,575$583K0.0%+4.9%0.047%
8/13/2024 AE Wealth Management LLC19,323$2.02M0.0%+14.1%0.162%
8/13/2024Benjamin F. Edwards & Company Inc.14,482$1.51M0.0%+3.0%0.121%
8/9/2024 WealthPLAN Partners LLC6,482$677K0.1%-22.1%0.054%
8/8/2024 Envestnet Asset Management Inc.234,206$24.48M0.0%+0.2%1.960%
8/8/2024 LPL Financial LLC458,434$47.92M0.0%-11.4%3.836%
8/7/2024 Spectrum Wealth Advisory Group LLC6,101$638K0.7%-5.4%0.051%
8/7/2024 Wedbush Securities Inc.1,985$207K0.0%-16.1%0.017%
8/7/2024 Ashton 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%
8/6/2024 Gentry Private Wealth LLC4,383$458K0.4%N/A0.037%
8/5/2024 Private Advisor Group LLC37,368$3.91M0.0%-6.8%0.313%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
8/2/2024 FSB 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%
7/31/2024 Holistic Financial Partners47,326$4.95M2.5%-3.0%0.396%
7/30/2024 Pine Valley Investments Ltd Liability Co3,757$393K0.0%+5.5%0.031%
7/29/2024 Blackhawk 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%
(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, 242 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 186 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. ($106.04K), Cetera Investment Advisers ($105.39K), Coppell Advisory Solutions Corp. ($61.99K), Holistic Financial Partners ($51.00K), and Private Advisor Group LLC ($48.68K).

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

Institutional investors have bought a total of 2,220,111 shares in the last 24 months. This purchase volume represents approximately $236.81M in transactions.

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

Of the 157 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 ($61.99K), 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 1,665,715 shares in the last 24 months. This volume of shares sold represents approximately $173.00M in transactions.


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This page (NYSEARCA:FXH) was last updated on 12/22/2024 by MarketBeat.com Staff
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