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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$109.65 +1.54 (+1.42%)
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)
101
Total
Institutional Inflows
(last 12 months)
$96.36M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$68.46M
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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
1/21/2025Flagship Harbor Advisors LLC2,469$257K0.0%-16.0%0.021%
1/21/2025Geneos Wealth Management Inc.4,267$444K0.0%-4.2%0.036%
1/21/2025PCG Wealth Advisors LLC2,525$263K0.1%-16.5%0.021%
1/21/2025RFG Advisory LLC4,604$479K0.0%+57.2%0.039%
1/17/2025 Mutual Advisors LLC9,417$1.02M0.0%-10.1%0.079%
1/17/2025 Janney Montgomery Scott LLC79,721$8.30M0.0%N/A0.667%
1/16/2025 Trueblood Wealth Management LLC3,258$339K0.2%+16.9%0.027%
1/15/2025 Arkadios Wealth Advisors6,619$689K0.0%-3.5%0.055%
1/15/2025 Lake Street Private Wealth LLC8,395$874K0.1%-17.7%0.070%
1/14/2025 SignalPoint Asset Management LLC9,151$953K0.2%-22.5%0.077%
1/14/2025 SeaCrest Wealth Management LLC4,454$464K0.0%-14.8%0.037%
1/14/2025 PCA Investment Advisory Services Inc.2,142$223K0.1%-22.1%0.018%
1/13/2025 Christensen King & Associates Investment Services Inc.2,544$269K0.1%-4.5%0.021%
1/10/2025 HBW Advisory Services LLC2,232$232K0.0%N/A0.019%
1/8/2025 Private Client Services LLC2,186$228K0.1%+7.2%0.018%
1/8/2025 International Assets Investment Management LLC4,467$466K0.0%N/A0.037%
12/26/2024JPMorgan Chase & Co.19,982$2.24M0.0%-0.7%0.167%
12/13/2024B. Riley Wealth Advisors Inc.4,062$448K0.0%-54.6%0.034%
11/25/2024Synovus Financial Corp5,116$572K0.0%+4.3%0.043%
11/25/2024Wilmington Savings Fund Society FSB1,125$126K0.0%N/A0.009%
11/25/2024World Investment Advisors LLC11,077$1.24M0.0%N/A0.093%
11/25/2024Sanctuary Advisors LLC8,527$933K0.0%+6.0%0.071%
11/25/2024Pine Valley Investments Ltd Liability Co3,869$433K0.0%+3.0%0.032%
11/18/2024Sunbelt Securities Inc.517$58K0.0%-45.8%0.004%
11/15/2024MML Investors Services LLC9,085$1.02M0.0%-8.9%0.076%
11/15/2024Orion Portfolio Solutions LLC7,105$795K0.0%-41.5%0.059%
11/15/2024Jane Street Group LLC31,232$3.49M0.0%+43.5%0.261%
11/15/2024Stifel Financial Corp24,188$2.71M0.0%-6.6%0.202%
11/15/2024Quantinno Capital Management LP9,927$1.11M0.0%+16.1%0.083%
11/15/2024HighTower Advisors LLC31,596$3.53M0.0%-1.2%0.264%
11/15/2024Benjamin Edwards Inc.11,860$1.33M0.0%+945.9%0.099%
11/14/2024L.M. Kohn & Company4,242$475K0.1%-23.4%0.035%
11/14/2024Flow Traders U.S. LLC3,687$412K0.0%N/A0.031%
11/14/2024Rockefeller Capital Management L.P.10,628$1.19M0.0%-1.9%0.089%
11/14/2024RPg Family Wealth Advisory LLC3,284$367K0.1%N/A0.027%
11/13/2024FMR LLC2,975$333K0.0%+7.4%0.025%
11/13/2024D.A. Davidson & CO.10,621$1.19M0.0%-2.3%0.089%
11/13/2024Bank of Montreal Can18,126$1.91M0.0%+1,354.7%0.152%
11/13/2024Truvestments Capital LLC800$90K0.0%N/A0.007%
11/12/2024One Charles Private Wealth Services LLC5,799$649K0.2%-2.6%0.049%
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11/12/2024Great Valley Advisor Group Inc.4,487$502K0.0%+5.8%0.038%
11/12/2024Navellier & Associates Inc.24,432$2.73M0.4%-22.0%0.204%
11/12/2024Blackhawk Capital Partners LLC.6,347$710K0.4%+3.7%0.053%
11/8/2024PNC Financial Services Group Inc.12,743$1.43M0.0%-12.4%0.107%
11/8/2024Prospera Financial Services Inc18,682$2.09M0.1%-22.4%0.156%
11/7/2024Spectrum Wealth Advisory Group LLC5,924$663K0.4%-2.9%0.050%
11/7/2024Holistic Financial Partners48,830$5.46M2.6%+3.2%0.409%
11/6/20241776 Wealth LLC2,383$267K0.1%-9.4%0.020%
11/6/2024Valley Wealth Managers Inc.232$26K0.0%N/A0.002%
11/6/2024Schrum Private Wealth Management LLC25,436$2.85M1.5%+68.0%0.213%
11/6/2024Kovack Advisors Inc.2,452$274K0.0%N/A0.021%
11/6/2024Oppenheimer & Co. Inc.5,992$670K0.0%+3.8%0.050%
11/5/2024Ashton Thomas Private Wealth LLC6,831$764K0.0%-58.6%0.057%
11/5/2024Apollon Financial LLC13,070$1.46M0.4%-4.6%0.109%
11/5/2024WealthPLAN Partners LLC6,351$710K0.1%-2.0%0.053%
11/5/2024Harbour Investments Inc.6,343$710K0.0%-16.8%0.053%
11/5/2024Apollon Wealth Management LLC4,117$461K0.0%-21.7%0.034%
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%
10/30/2024Financial Partners Group Inc7,140$799K0.1%-3.8%0.060%
10/30/2024World Equity Group Inc.4,806$538K0.2%N/A0.040%
10/28/2024Creative Financial Designs Inc. ADV1,616$181K0.0%+10.4%0.014%
10/28/2024Stephens Inc. AR6,564$734K0.0%-2.9%0.055%
10/25/2024Strategic Blueprint LLC11,787$1.32M0.1%+17.3%0.099%
10/25/2024Integrated Advisors Network LLC12,053$1.35M0.1%-12.2%0.101%
10/25/2024Gateway 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%
10/22/2024Private Advisor Group LLC33,261$3.72M0.0%-11.0%0.278%
10/21/2024Wealth Effects LLC1,840$206K0.1%N/A0.015%
10/18/2024Raymond James & Associates156,913$17.55M0.0%-4.3%1.313%
10/16/2024Global Retirement Partners LLC5,873$657K0.0%+8.8%0.049%
10/15/2024NBC Securities Inc.2,171$242K0.0%-42.4%0.018%
10/11/2024Iams 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%
10/11/2024Wagner 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%
10/10/2024Concourse 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%
10/8/2024CWM 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%
8/16/2024Gateway Wealth Partners LLC14,495$1.52M0.5%+2.8%0.121%
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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%
8/16/2024Creative 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%
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%
(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, 238 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 181 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 ($452.08K), LPL Financial LLC ($196.38K), Cetera Investment Advisers ($105.39K), Janney Montgomery Scott LLC ($79.72K), Vestmark Advisory Solutions Inc. ($69.54K), Coppell Advisory Solutions Corp. ($61.99K), and Holistic Financial Partners ($51.00K).

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

Institutional investors have bought a total of 2,237,031 shares in the last 24 months. This purchase volume represents approximately $238.24M in transactions.

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

Of the 156 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 1,670,470 shares in the last 24 months. This volume of shares sold represents approximately $173.48M in transactions.


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This page (NYSEARCA:FXH) was last updated on 1/21/2025 by MarketBeat.com Staff
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