Who Owns First Trust Health Care AlphaDEX Fund (FXH)?Hedge Fund & Institutional Holders

$108.11-0.12 (-0.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$93.63$100.05$106.47$112.89$119.31Sep 24Jun 25Mar 26

FXH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockport Wealth LLCNew Position+152K+$17.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+79K+$9.0B
RAYMOND JAMES FINANCIAL INCIncreased+47K+$5.3B
SFI Advisors, LLCNew Position+32K+$3.7B
KINGSWOOD WEALTH ADVISORS, LLCNew Position+21K+$2.4B
TWO SIGMA INVESTMENTS, LPNew Position+23K+$2.0B
ASSETMARK, INCIncreased+14K+$1.6B
Golden State Wealth Management, LLCNew Position+13K+$1.4B
Morey & Quinn Wealth Partners, LLCNew Position+12K+$1.3B
Mutual Advisors, LLCNew Position+11K+$1.3B
US BANCORP \DE\Increased+11K+$1.2B
Wagner Wealth Management, LLCNew Position+11K+$1.2B
Geneos Wealth Management Inc.New Position+10K+$1.2B
Apollon Financial, LLCNew Position+9K+$1.1B
WELLS FARGO & COMPANY/MNIncreased+5K+$911.5M

FXH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-2K-$32.1B
ROYAL BANK OF CANADADecreased-79K-$9.8B
Vestmark Advisory Solutions, Inc.Decreased-1K-$6.6B
CITADEL ADVISORS LLCClosed Position-39K-$4.3B
Quantinno Capital Management LPDecreased-418-$1.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-10K-$1.1B
Rockefeller Capital Management L.P.Decreased-757-$962.5M
AMERIPRISE FINANCIAL INCDecreased-6K-$933.6M
IFP Advisors, IncDecreased-235-$909.5M
NewEdge Advisors, LLCDecreased-368-$772.9M
Holistic Financial PartnersDecreased-8K-$758.3M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-390-$716.9M
Baird Financial Group, Inc.Decreased-349-$704.4M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-556-$673.3M
GOLDMAN SACHS GROUP INCDecreased-7K-$653.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/291,109$33.0B2.40%Share
2WELLS FARGO & COMPANY/MN189,101$21.0B3.82%Share
3RAYMOND JAMES FINANCIAL INC160,212$18.0B5.60%Share
4Rockport Wealth LLC151,750$17.3B3.36%Share
5RAYMOND JAMES FINANCIAL INC137,244$15.0B4.67%Share
6UBS Group AG121,669$13.8B2.25%Share
7GOLDMAN SACHS GROUP INC117,256$13.0B1.60%Share
8WELLS FARGO & COMPANY/MN99,436$11.0B2.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC79,130$9.0B12.00%Share
10AMERIPRISE FINANCIAL INC75,404$8.0B1.81%Share
11ROYAL BANK OF CANADA50,739$5.0B0.81%Share
12OSAIC HOLDINGS, INC.43,236$4.0B5.84%Share
13SFI Advisors, LLC32,367$3.7B2.36%Share
14Baird Financial Group, Inc.33,428$3.0B4.68%Share
15Private Advisor Group, LLC27,534$3.0B14.11%Share
16Holistic Financial Partners25,192$2.9B1.04%Share
17KINGSWOOD WEALTH ADVISORS, LLC20,797$2.4B0.11%Share
18Financial Advisory Corp20,193$2.3B0.33%Share
19Steward Partners Investment Advisory, LLC19,180$2.0B10.97%Share
20STIFEL FINANCIAL CORP19,213$2.0B1.80%Share
21TWO SIGMA INVESTMENTS, LP22,500$2.0B2.82%Share
22Farther Finance Advisors, LLC17,392$2.0B21.20%Share
23Security Financial Services, INC.15,079$1.7B0.27%Share
24Prosperity Consulting Group, LLC14,417$1.6B0.07%Share
25ASSETMARK, INC13,970$1.6B3.24%Share
26PCG Wealth Advisors, LLC13,456$1.5B0.43%Share
27Golden State Wealth Management, LLC12,619$1.4B0.15%Share
28Morey & Quinn Wealth Partners, LLC11,521$1.3B0.94%Share
29Schrum Private Wealth Management LLC11,432$1.3B0.96%Share
30Mutual Advisors, LLC11,417$1.3B0.03%Share
31US BANCORP \DE\10,771$1.2B1.44%Share
32Wagner Wealth Management, LLC10,633$1.2B0.26%Share
33Geneos Wealth Management Inc.10,384$1.2B0.03%Share
34Apollon Financial, LLC9,293$1.1B0.15%Share
35First Heartland Consultants, Inc.9,243$1.1B0.08%Share
36JPMORGAN CHASE & CO14,823$1.0B0.06%Share
37BANK OF AMERICA CORP /DE/17,145$1.0B0.07%Share
38ROYAL BANK OF CANADA12,171$1.0B0.16%Share
39Stratos Wealth Partners, LTD.8,177$930.0M10.51%Share
40Jacobi Capital Management LLC7,177$816.0M0.05%Share
41CATHY PARETO & ASSOCIATES, INC6,426$731.0M0.51%Share
42STEPHENS INC /AR/6,197$705.0M8.77%Share
43Regal Investment Advisors LLC6,180$703.0M0.04%Share
44SILVER OAK SECURITIES, INCORPORATED6,057$697.0M0.05%Share
45IAMS WEALTH MANAGEMENT, LLC5,959$678.0M0.24%Share
46Spectrum Wealth Advisory Group, LLC5,769$656.0M0.24%Share
47Alliance Wealth Advisors, LLC5,697$648.0M0.28%Share
48Tradition Wealth Management, LLC5,558$632.0M0.05%Share
49OLD NATIONAL BANCORP /IN/5,422$617.0M10.25%Share
50D.A. DAVIDSON & CO.4,942$562.0M3.44%Share

FXH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025235$236.3B+102
Q3 2025133$230.2B-71
Q2 2025204$286.2B-38
Q1 2025242$446.2B+24
Q4 2024218$4.9T+38
Q3 2024180$105.9T+5
Q2 2024175$63.3T-3
Q1 2024178$48.6T—

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As of Q4 2025, 50 institutional investors hold FXH (First Trust Health Care AlphaDEX Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $33.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FXH?

As of Q4 2025, 50 institutional investors report holding FXH (First Trust Health Care AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXH?

The largest institutional holder of FXH is BANK OF AMERICA CORP /DE/ with $33.0B in shares.

Is institutional ownership of FXH increasing or decreasing?

This quarter, 11 institutions opened new positions in FXH and 2 closed their positions.