Free Trial

First Trust Health Care AlphaDEX Fund (FXH) Institutional Ownership

→ BREAKING – Pentagon to Spend $20 Billion on “Distributed AI” (From Behind the Markets) (Ad)
Free FXH Stock Alerts
$104.19
-1.03 (-0.98%)
(As of 03:09 PM ET)
Compare
Stock AnalysisChartDividendHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for First Trust Health Care AlphaDEX Fund (NYSEARCA:FXH)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$134.52M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$116.69M
Get FXH Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Health Care AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXH Institutional Buying and Selling by Quarter

First Trust Health Care AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.41,612$4.56M0.0%+1.3%0.348%
5/8/2024Russell Investments Group Ltd.857$94K0.0%N/A0.007%
5/7/2024WealthPLAN Partners LLC8,323$912K0.1%-2.8%0.070%
5/6/2024 Envestnet Portfolio Solutions Inc.15,392$1.69M0.0%+11.6%0.129%
5/4/2024 Geneos Wealth Management Inc.3,853$422K0.0%-11.6%0.032%
5/2/2024 Smart Money Group LLC10,252$1.06M0.4%-4.6%0.086%
5/1/2024 Blackhawk Capital Partners LLC.6,265$687K0.4%-8.2%0.052%
4/30/2024 Private Advisor Group LLC40,097$4.39M0.0%-9.6%0.336%
4/30/2024 North Star Investment Management Corp.650$71K0.0%N/A0.005%
4/30/2024 Perigon Wealth Management LLC5,881$644K0.0%-18.7%0.049%
4/29/2024Commonwealth Equity Services LLC101,853$11.16M0.0%+0.2%0.852%
4/29/2024 Benjamin F. Edwards & Company Inc.14,062$1.54M0.0%-1.4%0.118%
4/25/2024 Triumph Capital Management6,839$744K0.3%-32.1%0.057%
4/25/2024 L.M. Kohn & Company5,508$604K0.2%+56.8%0.046%
4/25/2024 MTM Investment Management LLC2,809$308K0.1%-20.1%0.024%
4/25/2024 Eudaimonia Partners LLC7,111$779K0.2%+3.8%0.060%
4/25/2024 Eudaimonia Advisors LLC12,355$1.35M0.7%+48.9%0.103%
4/25/2024 Cambridge Investment Research Advisors Inc.76,593$8.39M0.0%-0.8%0.641%
4/23/2024 Strategic Blueprint LLC9,646$1.06M0.1%+2.4%0.081%
4/23/2024 Raymond James Financial Services Advisors Inc.175,990$19.29M0.0%-6.2%1.473%
4/22/2024 Raymond James & Associates170,075$18.64M0.0%-2.6%1.423%
4/22/2024Ashton Thomas Private Wealth LLC24,282$2.66M0.2%+3.9%0.203%
4/19/2024 PCG Wealth Advisors LLC3,205$351K0.2%-6.4%0.022%
4/19/2024 Lake Street Private Wealth LLC10,015$1.10M0.2%+3.2%0.070%
4/18/2024 Iams Wealth Management LLC18,213$1.95M1.2%+13.7%0.127%
4/16/2024 OneAscent Financial Services LLC8,105$888K0.1%+15.5%0.057%
4/15/2024 Wealthcare Advisory Partners LLC10,546$1.16M0.0%-2.1%0.074%
4/15/2024 GoalVest Advisory LLC4,383$480K0.2%N/A0.031%
4/15/2024 Sunbelt Securities Inc.1,198$131K0.0%-75.6%0.008%
4/11/2024 International Assets Investment Management LLC4,183$455K0.0%-2.3%0.029%
4/11/2024 &PARTNERS2,055$225K0.0%N/A0.014%
4/11/2024 RFG Advisory LLC2,299$252K0.0%-10.2%0.016%
4/5/2024 NBC Securities Inc.4,075$446K0.0%+4.6%0.028%
3/15/2024B. Riley Wealth Advisors Inc.11,872$1.23M0.0%-13.1%0.083%
3/8/2024ICA Group Wealth Management LLC536$56K0.0%N/A0.004%
3/1/2024Creekmur Asset Management LLC692$72K0.0%N/A0.005%
2/26/2024 Integrated Advisors Network LLC14,679$1.52M0.1%-8.0%0.103%
2/21/2024Novak & Powell Financial Services Inc.5,483$568K0.4%N/A0.038%
2/16/2024PCA Investment Advisory Services Inc.4,224$437K0.3%-13.3%0.030%
2/14/2024Visionary Wealth Advisors11,797$1.22M0.1%+11.5%0.082%
BREAKING – Pentagon to Spend $20 Billion on “Distributed AI” (Ad)

BREAKING - Pentagon to Spend $20 Billion on "Distributed AI" The U.S. Space Force calls it a "game changer." And one tiny firm is poised to win the contract to build it.

Discover the name and ticker of this $2 stock here >>>
2/14/2024Regal Investment Advisors LLC13,841$1.43M0.1%-75.1%0.097%
2/13/2024Cetera Advisor Networks LLC71,395$7.39M0.0%-26.3%0.499%
2/12/2024 StoneX Group Inc.11,946$1.24M0.2%-7.0%0.084%
2/12/2024Holistic Financial Partners45,980$4.76M2.9%-7.1%0.322%
2/12/2024Stifel Financial Corp58,742$6.08M0.0%+1.7%0.411%
2/12/2024Steward Partners Investment Advisory LLC32,736$3.39M0.0%-3.6%0.229%
2/12/2024Pine Valley Investments Ltd Liability Co3,578$371K0.0%-3.7%0.025%
2/9/2024Orion Portfolio Solutions LLC9,000$949K0.0%+6.3%0.063%
2/9/2024 Cambridge Investment Research Advisors Inc.77,196$7.99M0.0%-3.7%0.540%
2/9/2024Tidemark LLC1,713$177K0.1%N/A0.012%
2/9/2024Assetmark Inc.24,967$2.59M0.0%+50.5%0.175%
2/9/2024 L.M. Kohn & Company3,513$364K0.1%+7.7%0.025%
2/9/2024Corient Private Wealth LLC66,799$6.92M0.0%-0.7%0.467%
2/9/2024D.A. Davidson & CO.13,486$1.40M0.0%-11.9%0.094%
2/9/2024Wells Fargo & Company MN558,229$57.81M0.0%-3.4%3.904%
2/9/2024UBS Group AG253,805$26.28M0.0%-28.6%1.775%
2/8/2024Level Four Advisory Services LLC8,267$856K0.0%-2.3%0.058%
2/8/2024 Financial Advocates Investment Management2,957$306K0.0%N/A0.021%
2/8/2024Beacon Pointe Advisors LLC6,864$711K0.0%-9.4%0.048%
2/8/2024 Eudaimonia Partners LLC6,851$709K0.2%-13.1%0.048%
2/8/2024 Janney Montgomery Scott LLC86,048$8.91M0.0%-7.0%0.602%
2/7/2024 Partnership Wealth Management LLC3,846$394K0.3%N/A0.027%
2/7/2024Avantax Advisory Services Inc.41,080$4.25M0.0%-13.1%0.287%
2/7/2024 Envestnet Portfolio Solutions Inc.13,797$1.43M0.0%+2.5%0.096%
2/7/2024 NBC Securities Inc.3,894$403K0.0%+6.2%0.027%
2/7/2024 Iams Wealth Management LLC16,017$1.66M1.1%-16.8%0.112%
2/7/2024Principal Securities Inc.339$35K0.0%N/A0.002%
2/7/2024 Concourse Financial Group Securities Inc.3,558$368K0.0%-29.1%0.025%
2/7/2024Clearwater Capital Advisors LLC2,000$207K0.0%N/A0.014%
2/6/2024 Apollon Wealth Management LLC2,190$227K0.0%-17.6%0.015%
2/6/2024 Lincoln National Corp3,448$357K0.0%-91.5%0.024%
2/6/2024 Private Advisor Group LLC44,333$4.59M0.0%+19.1%0.310%
2/6/2024 Wealthcare Advisory Partners LLC10,770$1.12M0.0%+5.6%0.075%
2/6/2024National Bank of Canada FI828$87K0.0%-19.5%0.006%
2/6/2024Vestmark Advisory Solutions Inc.61,693$6.39M0.3%-0.9%0.431%
2/6/2024One Charles Private Wealth Services LLC5,898$611K0.3%N/A0.041%
2/6/2024 Merit Financial Group LLC15,025$1.56M0.0%-68.0%0.105%
2/6/2024 Benjamin F. Edwards & Company Inc.14,261$1.48M0.0%+2.5%0.100%
2/6/2024 Great Valley Advisor Group Inc.6,009$622K0.0%+58.2%0.042%
2/5/2024 Triumph Capital Management10,072$1.04M0.4%-12.6%0.070%
2/5/2024 Kestra Private Wealth Services LLC3,173$329K0.0%-28.7%0.022%
2/2/2024Truist Financial Corp36,194$3.75M0.0%-5.3%0.253%
2/2/2024Atria Wealth Solutions Inc.30,247$3.13M0.0%-4.3%0.212%
2/1/2024 Eudaimonia Advisors LLC8,297$859K0.6%-10.1%0.058%
2/1/2024 Masso Torrence Wealth Management Inc.33,920$3.51M2.4%-7.2%0.237%
2/1/2024 Capital Investment Advisory Services LLC358$37K0.0%+43.2%0.003%
1/31/2024 Onyx Bridge Wealth Group LLC1,966$204K0.0%N/A0.014%
1/31/2024 Wetzel Investment Advisors Inc.2,740$284K0.2%N/A0.019%
1/31/2024 Western Wealth Management LLC5,954$617K0.0%-4.9%0.042%
1/30/2024 PCG Wealth Advisors LLC3,425$355K0.2%-7.3%0.024%
BREAKING – Pentagon to Spend $20 Billion on “Distributed AI” (Ad)

BREAKING - Pentagon to Spend $20 Billion on "Distributed AI" The U.S. Space Force calls it a "game changer." And one tiny firm is poised to win the contract to build it.

Discover the name and ticker of this $2 stock here >>>
1/29/2024Koshinski Asset Management Inc.6,081$630K0.1%+57.0%0.043%
1/29/2024 NewEdge Wealth LLC9,789$1.01M0.0%-6.9%0.068%
1/29/2024 Perigon Wealth Management LLC7,238$749K0.0%-55.3%0.051%
1/29/2024 Wealth Effects LLC1,939$201K0.1%N/A0.014%
1/29/2024 Petra Financial Advisors Inc.3,520$365K0.3%-16.4%0.025%
1/26/2024 Geneos Wealth Management Inc.4,358$451K0.0%-17.0%0.030%
1/26/2024 Schrum Private Wealth Management LLC12,718$1.32M1.9%-16.0%0.089%
1/25/2024 Spectrum Wealth Advisory Group LLC6,447$668K0.8%-1.5%0.045%
1/25/2024 International Assets Investment Management LLC4,281$443K0.0%N/A0.030%
1/25/2024 Hazlett Burt & Watson Inc.323$33K0.0%-35.1%0.002%
(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, 250 institutional investors and hedge funds held shares of First Trust Health Care AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($58.59M), Wells Fargo & Company MN ($57.81M), Bank of America Corp DE ($49.09M), Envestnet Asset Management Inc. ($27.30M), UBS Group AG ($26.28M), Osaic Holdings Inc. ($21.45M), and Raymond James Financial Services Advisors Inc. ($19.29M).Learn more on FXH's institutional investors.

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

Of the 203 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 ($237.70K), Envestnet Asset Management Inc. ($176.11K), Walker Asset Management LLC ($158.60K), Vestmark Advisory Solutions Inc. ($120.41K), J Arnold Wealth Management Co ($90.92K), and Navellier & Associates Inc. ($85.25K).

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

Institutional investors have bought a total of 3,216,743 shares in the last 24 months. This purchase volume represents approximately $334.64M in transactions.

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

Of the 145 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), UBS Group AG ($160.41K), Raymond James Financial Services Advisors Inc. ($91.82K), Raymond James & Associates ($86.60K), LPL Financial LLC ($83.12K), Cambridge Investment Research Advisors Inc. ($63.15K), and Regal Investment Advisors LLC ($61.93K).

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

Institutional investors have sold a total of 1,636,534 shares in the last 24 months. This volume of shares sold represents approximately $169.56M in transactions.


Related Companies:
This page (NYSEARCA:FXH) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners
The Department of Defense Has a New Drone Contractor
The Tomorrow Investor
The #1 Biotech Stock to Watch in 2024 is Attacking Viruses in a Unique Way
Smallcaps Daily
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
AI “wealth window” is closing June 25th
Paradigm Press
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Gold Set to EXPLODE!
Gold Safe Exchange