Who Owns FXH?
First Trust Health Care AlphaDEX Fund — Institutional Ownership & 13F Holdings
$112.72
+0.81 (+0.72%)
Market Cap
$931.8M
Shares Outstanding
7,506,321
Institutional Holders
242
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+64
Institutional data as of Q1 2025
New Positions
50
Closed Positions
25
Increased
38
Decreased
88
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $895.2M | 8,640 |
| 2 | MORGAN STANLEY | $114.5M | 1,104,989 |
| 3 | WELLS FARGO & COMPANY/MN | $51.0M | 492,436 |
| 4 | BANK OF AMERICA CORP /DE/ | $28.5M | 274,652 |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.0M | 269,862 |
| 6 | UBS Group AG | $17.8M | 172,233 |
| 7 | PGIM Custom Harvest LLC | $16.7M | 161,227 |
| 8 | AMERIPRISE FINANCIAL INC | $13.2M | 127,587 |
| 9 | GOLDMAN SACHS GROUP INC | $12.8M | 123,964 |
| 10 | Janney Montgomery Scott LLCNew | $7.8M | 75,383 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +34K | $13.2M |
| Janney Montgomery Scott LLCNew | +75K | $7.8M |
| OSAIC HOLDINGS, INC. | +20K | $6.7M |
| Baird Financial Group, Inc. | +1K | $3.8M |
| SFI Advisors, LLCNew | +36K | $3.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -186K | $114.5M |
| WELLS FARGO & COMPANY/MN | -99K | $51.0M |
| LPL Financial LLC | -39K | $35K |
| GOLDMAN SACHS GROUP INC | -38K | $12.8M |
| UBS Group AG | -35K | $17.8M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FXH?
As of Q1 2025, 242 institutional investors report holding FXH (First Trust Health Care AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXH?
The largest institutional holder of FXH is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $895.2M in shares.
Are institutions buying or selling FXH?
This quarter, 50 institutions opened new positions in FXH and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.