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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$103.68 +0.35 (+0.34%)
As of 04:10 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)
105
Total
Institutional Inflows
(last 12 months)
$131.04M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$95.29M
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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
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%
5/14/2025Capital Analysts LLC469$49K0.0%+300.9%0.005%
5/13/2025SFI Advisors LLC36,213$3.75M2.8%N/A0.409%
5/13/2025Moment Partners LLC15,862$1.64M0.3%-1.0%0.179%
5/13/2025Raymond James Financial Inc.269,862$27.96M0.0%-6.3%3.049%
5/13/2025Vestmark Advisory Solutions Inc.59,270$6.14M0.2%-8.4%0.670%
5/13/2025HighTower Advisors LLC31,618$3.28M0.0%+2.5%0.357%
5/9/2025Atria Wealth Solutions Inc.12,175$1.26M0.0%-2.1%0.138%
5/9/2025PNC Financial Services Group Inc.11,040$1.14M0.0%-2.5%0.125%
5/8/2025Signature Wealth Management Partners LLC3,440$356K0.2%+6.0%0.039%
5/8/2025Harbour Investments Inc.3,737$387K0.0%-12.1%0.042%
5/8/2025Arkadios Wealth Advisors5,557$576K0.0%-16.0%0.063%
5/7/2025LPL Financial LLC335,059$34.71M0.0%-10.5%3.786%
5/7/2025First Heartland Consultants Inc.9,222$955K0.1%+205.9%0.104%
5/6/2025Assetmark Inc.279$29K0.0%-68.0%0.003%
5/6/2025Cetera Investment Advisers64,113$6.64M0.0%-7.8%0.724%
5/6/2025Avantax Advisory Services Inc.20,352$2.11M0.0%-8.8%0.230%
5/6/2025Holistic Financial Partners43,571$4.51M2.2%-7.9%0.492%
5/6/2025AE Wealth Management LLC804$83K0.0%-33.5%0.009%
5/6/2025Financial Partners Group Inc6,357$659K0.1%-8.5%0.072%
5/6/2025PFG Advisors3,332$345K0.0%-23.2%0.038%
5/5/2025IFP Advisors Inc12,506$1.30M0.0%-24.2%0.141%
5/5/2025Kestra Private Wealth Services LLC2,372$246K0.0%-12.8%0.027%
5/5/2025Private Advisor Group LLC30,665$3.18M0.0%-0.8%0.346%
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5/2/2025Schrum Private Wealth Management LLC14,938$1.55M1.4%-1.3%0.169%
5/2/2025Apollon Financial LLC11,140$1.15M0.3%-8.5%0.126%
5/2/2025Sigma Planning Corp2,378$246K0.0%-52.5%0.027%
5/1/2025Stephens Inc. AR6,127$635K0.0%-5.9%0.069%
5/1/2025Gateway Wealth Partners LLC2,979$309K0.1%-68.2%0.034%
4/30/2025Allworth Financial LP1,696$168K0.0%+9.1%0.019%
4/30/2025Stratos Wealth Partners LTD.6,760$700K0.0%-9.3%0.076%
4/29/2025Envestnet Asset Management Inc.49,865$5.17M0.0%-15.8%0.563%
4/29/2025Strategic Blueprint LLC13,576$1.41M0.1%+7.7%0.153%
4/28/2025D.A. Davidson & CO.5,077$526K0.0%-49.1%0.057%
4/28/2025Mutual Advisors LLC8,516$841K0.0%-9.6%0.096%
4/28/2025Smart Money Group LLC4,380$454K0.4%-55.7%0.049%
4/28/2025Rossby Financial LCC319$32K0.0%N/A0.004%
4/28/2025DAVENPORT & Co LLC3,248$336K0.0%-9.7%0.037%
4/28/2025ABLE Financial Group LLC2,505$260K0.1%-41.0%0.028%
4/25/2025Koshinski Asset Management Inc.3,600$373K0.0%-5.5%0.039%
4/25/2025MorganRosel Wealth Management LLC450$47K0.0%N/A0.005%
4/24/2025Golden State Wealth Management LLC14,689$1.52M0.2%-5.5%0.158%
4/24/2025Jaffetilchin Investment Partners LLC3,640$377K0.0%N/A0.039%
4/23/2025Western Wealth Management LLC4,948$513K0.0%-6.7%0.053%
4/23/2025Creative Financial Designs Inc. ADV1,459$151K0.0%-9.6%0.016%
4/23/2025Sequoia Financial Advisors LLC6,304$653K0.0%N/A0.068%
4/23/2025Golden State Wealth Management LLC29,378$3.04M0.2%+88.9%0.316%
4/23/2025Bessemer Group Inc.935$97K0.0%-15.0%0.010%
4/23/2025Spire Wealth Management18,532$1.92M0.1%-1.1%0.199%
4/23/2025International Assets Investment Management LLC3,659$379K0.0%-18.1%0.039%
4/22/2025Flagship Harbor Advisors LLC1,965$204K0.0%-20.4%0.021%
4/22/2025Cambridge Investment Research Advisors Inc.45,095$4.67M0.0%-33.7%0.485%
4/21/2025L.M. Kohn & Company2,676$277K0.1%-14.1%0.029%
4/21/2025Kingswood Wealth Advisors LLC5,622$582K0.0%-2.3%0.060%
4/17/2025Janney Montgomery Scott LLC75,383$7.81M0.0%-5.4%0.811%
4/17/2025Pacific Sun Financial Corp3,980$412K0.2%-4.6%0.043%
4/16/2025Wealth Enhancement Advisory Services LLC3,015$312K0.0%+17.0%0.032%
4/15/2025GPS Wealth Strategies Group LLC357$37K0.0%N/A0.004%
4/15/2025CX Institutional18,740$1.94M0.1%N/A0.202%
4/15/2025Integrated Advisors Network LLC8,021$831K0.0%-12.3%0.086%
4/14/2025Farther Finance Advisors LLC9,323$958K0.0%+3,060.3%0.100%
4/14/2025OLD National Bancorp IN5,472$567K0.0%-3.4%0.059%
4/14/2025Financial Advisory Corp22,102$2.29M0.4%-7.4%0.238%
4/10/2025Thurston Springer Miller Herd & Titak Inc.1,200$124K0.0%+2,207.7%0.013%
4/10/2025Cathy Pareto & Associates Inc.7,753$803K0.7%-11.3%0.083%
4/10/2025Iams Wealth Management LLC2,191$227K0.1%-81.5%0.024%
4/9/2025RFG Advisory LLC6,607$684K0.0%+43.5%0.071%
4/9/2025NBC Securities Inc.981$101K0.0%+48,950.0%0.011%
4/7/2025GAMMA 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%
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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%
(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, 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 ($34.71M), Bank of America Corp DE ($29.39M), Raymond James Financial Inc. ($27.96M), 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 185 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), Wells Fargo & Company MN ($100.00K), Janney Montgomery Scott LLC ($79.72K), GAMMA Investing LLC ($60.92K), Cetera Investment Advisers ($59.35K), and Vestmark Advisory Solutions Inc. ($47.85K).

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

Institutional investors have bought a total of 1,252,219 shares in the last 24 months. This purchase volume represents approximately $131.04M in transactions.

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

Of the 126 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: LPL Financial LLC ($166.71K), Envestnet Asset Management Inc. ($112.93K), Assetmark Inc. ($44.47K), Cetera Investment Advisers ($43.40K), Goldman Sachs Group Inc. ($37.63K), Kingswood Wealth Advisors LLC ($30.37K), and Coppell Advisory Solutions LLC ($25.68K).

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

Institutional investors have sold a total of 909,529 shares in the last 24 months. This volume of shares sold represents approximately $95.29M in transactions.


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This page (NYSEARCA:FXH) was last updated on 6/30/2025 by MarketBeat.com Staff
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