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First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

First Trust Health Care AlphaDEX Fund logo
$107.84 -0.90 (-0.83%)
As of 02/21/2025 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)
110
Total
Institutional Inflows
(last 12 months)
$130.80M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$78.57M
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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
2/19/2025 Richmond Investment Services LLC2,061$215K0.1%N/A0.017%
2/18/2025 Sunbelt Securities Inc.828$86K0.0%+60.2%0.007%
2/18/2025 First Heartland Consultants Inc.3,015$314K0.0%N/A0.025%
2/17/2025 Waverly Advisors LLC28,326$2.95M0.0%+3.9%0.237%
2/17/2025 Vivaldi Capital Management LP2,489$277K0.0%+13.3%0.021%
2/17/2025 Snowden Capital Advisors LLC11,286$1.18M0.0%-37.1%0.094%
2/17/2025 Quantinno Capital Management LP9,118$949K0.0%-8.1%0.076%
2/17/2025 Cetera Investment Advisers69,520$7.24M0.0%-24.1%0.582%
2/17/2025 Citadel Advisors LLC17,123$1.78M0.0%-34.6%0.143%
2/17/2025 Baird Financial Group Inc.35,166$3.66M0.0%-7.8%0.294%
2/17/2025 Bank of America Corp DE282,241$29.39M0.0%-1.6%2.362%
2/17/2025 Benjamin Edwards Inc.7,436$774K0.0%-37.3%0.062%
2/17/2025 Ameriprise Financial Inc.93,193$9.70M0.0%+26.3%0.780%
2/14/2025 Jane Street Group LLC21,125$2.20M0.0%-32.4%0.177%
2/14/2025 Bison Wealth LLC4,655$485K0.1%-3.6%0.039%
2/14/2025 Beacon Pointe Advisors LLC5,768$601K0.0%-2.3%0.048%
2/14/2025 Prosperity Consulting Group LLC14,769$1.54M0.1%+26.6%0.124%
2/14/2025 Two Sigma Securities LLC2,259$235K0.0%N/A0.019%
2/14/2025 Topsail Wealth Management LLC1,282$133K0.0%N/A0.011%
2/14/2025 Coppell Advisory Solutions LLC8,063$844K0.1%-71.2%0.067%
2/14/2025 MGO One Seven LLC3,537$368K0.0%+3.2%0.030%
2/14/2025 Susquehanna International Group LLP26,024$2.71M0.0%-19.2%0.218%
2/14/2025 Stifel Financial Corp24,339$2.54M0.0%+0.6%0.204%
2/14/2025 Concourse Financial Group Securities Inc.984$108K0.0%-60.0%0.008%
2/13/2025 NewEdge Advisors LLC16,679$1.74M0.0%-8.0%0.140%
2/13/2025 Regal Investment Advisors LLC6,180$644K0.0%-19.6%0.052%
2/13/2025 LaSalle St. Investment Advisors LLC3,798$395K0.1%N/A0.032%
2/13/2025 Mariner LLC2,206$230K0.0%-26.9%0.018%
2/13/2025 Synovus Financial Corp4,741$494K0.0%-7.3%0.040%
2/13/2025 Raymond James Financial Inc.287,898$29.98M0.0%N/A2.409%
2/13/2025 Russell Investments Group Ltd.1,376$143K0.0%+68.0%0.012%
2/13/2025 Envestnet Asset Management Inc.59,245$6.17M0.0%-63.6%0.496%
2/13/2025 Wells Fargo & Company MN591,085$61.55M0.0%+20.4%4.946%
2/12/2025 World Investment Advisors7,914$824K0.0%-28.6%0.066%
2/12/2025 OneAscent Financial Services LLC5,935$618K0.1%N/A0.050%
2/12/2025 FSB Premier Wealth Management Inc.3,027$315K0.1%-15.1%0.025%
2/12/2025 Tucker Asset Management LLC710$74K0.0%+16.8%0.006%
2/12/2025 Level Four Advisory Services LLC6,941$723K0.0%-16.8%0.058%
2/12/2025 Moment Partners LLC16,028$1.67M0.3%N/A0.134%
2/12/2025 JPMorgan Chase & Co.20,607$2.15M0.0%+3.1%0.172%
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2/12/2025 Ausdal Financial Partners Inc.2,333$243K0.0%-5.3%0.020%
2/12/2025 Morey & Quinn Wealth Partners LLC15,613$1.63M1.4%N/A0.131%
2/11/2025 LPL Financial LLC374,326$38.98M0.0%-15.4%3.132%
2/11/2025 One Charles Private Wealth Services LLC5,514$574K0.2%-4.9%0.046%
2/10/2025 Thrivent Financial for Lutherans5,507$621K0.0%-1.8%0.046%
2/10/2025 Petra Financial Advisors Inc.2,566$267K0.2%-25.5%0.021%
2/10/2025 Harbour Investments Inc.4,252$443K0.0%-33.0%0.036%
2/10/2025 Corient Private Wealth LLC34,021$3.54M0.0%-2.2%0.285%
2/10/2025 Commonwealth Equity Services LLC98,795$10.29M0.0%-2.7%0.827%
2/10/2025 Avantax Advisory Services Inc.22,328$2.33M0.0%-26.5%0.187%
2/7/2025 PFG Advisors4,336$452K0.0%N/A0.036%
2/7/2025 HighTower Advisors LLC30,853$3.21M0.0%-2.4%0.258%
2/7/2025 Independent Advisor Alliance36,045$3.75M0.0%N/A0.302%
2/7/2025 PNC Financial Services Group Inc.11,318$1.18M0.0%-11.2%0.095%
2/7/2025 Ashton Thomas Private Wealth LLC5,349$557K0.0%-21.7%0.045%
2/7/2025 Schrum Private Wealth Management LLC15,138$1.58M1.3%-40.5%0.127%
2/6/2025 Vestmark Advisory Solutions Inc.64,683$6.74M0.2%+0.8%0.541%
2/6/2025 Raymond James Financial Inc.287,898$29.98M0.0%N/A2.409%
2/6/2025 Atria Investments Inc3,685$384K0.0%-67.8%0.031%
2/6/2025 Assetmark Inc.872$91K0.0%-97.2%0.007%
2/6/2025 Synergy Investment Management LLC540$56K0.0%N/A0.005%
2/6/2025 Steward Partners Investment Advisory LLC27,484$2.86M0.0%-11.0%0.230%
2/6/2025 Jones Financial Companies Lllp2,393$249K0.0%+60.9%0.020%
2/5/2025 Oppenheimer & Co. Inc.5,561$579K0.0%-7.2%0.047%
2/5/2025 Kovack Advisors Inc.4,652$484K0.0%+89.7%0.039%
2/4/2025 Blackhawk Capital Partners LLC.8,629$899K0.5%+36.0%0.072%
2/4/2025 Pine Valley Investments Ltd Liability Co4,058$423K0.0%+4.9%0.034%
2/4/2025 Prasad Wealth Partners LLC3,386$353K0.1%N/A0.028%
2/4/2025 Holistic Financial Partners47,325$4.93M2.4%-3.1%0.396%
2/4/2025 IFP Advisors Inc16,499$1.72M0.1%-31.1%0.138%
2/3/2025 Sigma Planning Corp5,010$522K0.0%-8.4%0.042%
2/3/2025 Pacific Sun Financial Corp4,170$434K0.2%-2.9%0.035%
2/3/2025 Private Advisor Group LLC30,912$3.22M0.0%-7.1%0.259%
1/31/2025 Global Retirement Partners LLC4,973$518K0.0%-15.3%0.042%
1/31/2025 Atria Wealth Solutions Inc.12,442$1.30M0.0%-51.3%0.104%
1/31/2025 D.A. Davidson & CO.9,983$1.04M0.0%-6.0%0.084%
1/31/2025 Truist Financial Corp26,991$2.81M0.0%-23.9%0.226%
1/31/2025 Sanctuary Advisors LLC6,044$677K0.0%-29.1%0.051%
1/31/2025 Spectrum Wealth Advisory Group LLC5,769$601K0.3%-2.6%0.048%
1/30/2025 L.M. Kohn & Company3,117$325K0.1%-26.5%0.026%
1/30/2025 Centerpoint Advisory Group5,163$538K0.5%N/A0.043%
1/30/2025 WealthPLAN Partners LLC6,137$639K0.1%-3.4%0.051%
1/30/2025 Blue Trust Inc.401$42K0.0%N/A0.003%
1/29/2025 MTM Investment Management LLC2,582$269K0.1%-8.1%0.022%
1/29/2025 Wagner Wealth Management LLC11,580$1.21M0.3%+2.6%0.097%
1/28/2025 Apollon Wealth Management LLC3,117$325K0.0%-24.3%0.026%
1/28/2025 Apollon Financial LLC12,175$1.27M0.3%-6.8%0.102%
1/28/2025 Golden State Wealth Management LLC15,551$1.62M0.2%N/A0.130%
1/27/2025 Insight Advisors LLC PA4,198$436K0.1%-3.0%0.035%
1/27/2025 Stratos Wealth Partners LTD.7,453$776K0.0%-10.6%0.062%
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1/24/2025 Financial Partners Group Inc6,945$723K0.1%-2.7%0.058%
1/24/2025 DAVENPORT & Co LLC3,595$374K0.0%-23.7%0.030%
1/23/2025 Strategic Blueprint LLC12,604$1.31M0.1%+6.9%0.105%
1/23/2025 Iams Wealth Management LLC11,817$1.23M0.6%-1.5%0.099%
1/23/2025 Gateway Wealth Partners LLC9,358$974K0.3%-34.2%0.078%
1/22/2025 Perigon Wealth Management LLC5,203$561K0.0%-3.7%0.044%
1/22/2025 Blue Trust Inc.400$45K0.0%N/A0.003%
1/22/2025 Cathy Pareto & Associates Inc.8,737$910K0.8%N/A0.073%
1/22/2025 Kingswood Wealth Advisors LLC5,752$599K0.0%-84.0%0.048%
1/21/2025 Flagship Harbor Advisors LLC2,469$257K0.0%-16.0%0.021%
(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, 255 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 ($38.98M), Raymond James Financial Inc. ($29.98M), Bank of America Corp DE ($29.39M), UBS Group AG ($26.28M), Raymond James Financial Services Advisors Inc. ($18.09M), and Raymond James & Associates ($17.55M).Learn more on FXH's institutional investors.

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

Of the 192 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: 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), Vestmark Advisory Solutions Inc. ($70.07K), LPL Financial LLC ($66.33K), and Cetera Investment Advisers ($59.35K).

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

Institutional investors have bought a total of 2,599,692 shares in the last 24 months. This purchase volume represents approximately $273.84M in transactions.

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

Of the 168 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 ($236.51K), LPL Financial LLC ($210.56K), Envestnet Asset Management Inc. ($147.81K), UBS Group AG ($105.75K), Raymond James Financial Services Advisors Inc. ($90.20K), Raymond James & Associates ($72.71K), and Regal Investment Advisors LLC ($63.49K).

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

Institutional investors have sold a total of 1,960,660 shares in the last 24 months. This volume of shares sold represents approximately $203.10M in transactions.


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This page (NYSEARCA:FXH) was last updated on 2/22/2025 by MarketBeat.com Staff
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