FXH Institutional Ownership
First Trust Health Care AlphaDEX Fund
1W: -1.5%
1M: -3.5%
3M: +2.9%
YTD: +13.0%
1Y: +16.1%
3Y: +34.9%
5Y: +5.0%
$129.51
+0.41 (+0.32%)
Weekly Expected Move ±1.9%
$125
$127
$130
$132
$134
Overview
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Holdings
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Institutional Ownership — FXH
273
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
512M
Total Invested
39
New Positions
74
Increased
86
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (289 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 830,683 | $108M | +10,846 | +1.3% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 384,716 | $50M | +102,864 | +36.5% | 54Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 302,642 | $39M | +5,144 | +1.7% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 282,254 | $37M | +14,449 | +5.4% | 71Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 263,113 | $34M | -17,302 | -6.2% | 7Q | SEC ↗ |
| 6 | UBS Group AG | 177,248 | $23M | +59,558 | +50.6% | 47Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 100,280 | $13M | -6,548 | -6.1% | 15Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 94,077 | $12M | +35,197 | +59.8% | 58Q | SEC ↗ |
| 9 | Prasad Wealth Partners, LLC | 83,752 | $11M | +80,787 | +2724.7% | 7Q | SEC ↗ |
| 10 | PERRYMAN FINANCIAL ADVISORY INC /AD | 74,544 | $10M | +1,733 | +2.4% | 3Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 71,952 | $9M | +9,642 | +15.5% | 43Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 68,182 | $9M | +3,192 | +4.9% | 7Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 65,562 | $8M | +16,215 | +32.9% | 55Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 62,495 | $8M | -15,580 | -20.0% | 67Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 61,079 | $8M | -8,085 | -11.7% | 35Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 54,198 | $7M | +8,669 | +19.0% | 60Q | SEC ↗ |
| 17 | PGIM Custom Harvest LLC | 50,233 | $7M | -4,109 | -7.6% | 15Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 40,350 | $5M | +915 | +2.3% | 26Q | SEC ↗ |
| 19 | Paller Financial Services Inc | 32,992 | $4M | -4,113 | -11.1% | 3Q | SEC ↗ |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | 32,919 | $4M | +755 | +2.3% | 8Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 32,599 | $4M | -2,394 | -6.8% | 16Q | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 31,210 | $4M | -918 | -2.9% | 45Q | SEC ↗ |
| 23 | Waverly Advisors, LLC | 30,159 | $4M | +1,323 | +4.6% | 10Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 27,258 | $4M | -1,088 | -3.8% | 49Q | SEC ↗ |
| 25 | Geneos Wealth Management Inc. | 26,754 | $3M | +17,870 | +201.1% | 42Q | SEC ↗ |
| 26 | PCG Wealth Advisors, LLC | 25,948 | $3M | +12,213 | +88.9% | 19Q | SEC ↗ |
| 27 | ASSETMARK, INC | 24,809 | $3M | +7,912 | +46.8% | 13Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 23,321 | $3M | +819 | +3.6% | 62Q | SEC ↗ |
| 29 | Corient Private Wealth LP | 23,159 | $3M | -763 | -3.2% | 15Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 20,470 | $3M | -148 | -0.7% | 38Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 20,039 | $3M | -1,114 | -5.3% | 10Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 19,924 | $3M | +807 | +4.2% | 51Q | SEC ↗ |
| 33 | ABLE Financial Group, LLC NEW | 19,911 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Financial Advisory Corp | 18,978 | $2M | +7 | +0.0% | 7Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 18,182 | $2M | -1,472 | -7.5% | 27Q | SEC ↗ |
| 36 | Mutual Advisors, LLC | 16,547 | $2M | +9,372 | +130.6% | 35Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 15,860 | $2M | -2,606 | -14.1% | 24Q | SEC ↗ |
| 38 | SFI Advisors, LLC | 15,592 | $2M | -349 | -2.2% | 6Q | SEC ↗ |
| 39 | Holistic Financial Partners | 15,279 | $2M | -7,330 | -32.4% | 14Q | SEC ↗ |
| 40 | Security Financial Services, INC. | 15,079 | $2M | — | +0.0% | 19Q | SEC ↗ |
| 41 | Sanctuary Advisors, LLC | 14,363 | $2M | +1,525 | +11.9% | 9Q | SEC ↗ |
| 42 | Foundations Investment Advisors, LLC NEW | 14,014 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Prosperity Consulting Group, LLC | 13,806 | $2M | -499 | -3.5% | 8Q | SEC ↗ |
| 44 | Quantinno Capital Management LP | 13,041 | $2M | -217 | -1.6% | 10Q | SEC ↗ |
| 45 | Schrum Private Wealth Management LLC | 12,718 | $2M | +1,286 | +11.2% | 19Q | SEC ↗ |
| 46 | Prospera Financial Services Inc | 12,635 | $2M | -624 | -4.7% | 53Q | SEC ↗ |
| 47 | Golden State Wealth Management, LLC | 12,115 | $2M | -136 | -1.1% | 7Q | SEC ↗ |
| 48 | MAI Capital Management | 11,577 | $1M | +5,359 | +86.2% | 7Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 11,553 | $1M | +3,951 | +52.0% | 28Q | SEC ↗ |
| 50 | Morey & Quinn Wealth Partners, LLC | 11,104 | $1M | -354 | -3.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ABLE Financial Group, LLC | 19,911 | $3M |
| Foundations Investment Advisors, LL | 14,014 | $2M |
| Maridea Wealth Management LLC | 6,906 | $894K |
| Bank of New York Mellon Corp | 6,058 | $785K |
| Global Retirement Partners, LLC | 4,161 | $539K |
| NAVELLIER & ASSOCIATES INC | 4,060 | $526K |
| NewEdge Wealth, LLC | 4,041 | $523K |
| FIDUCIARY FINANCIAL ADVISORS | 3,479 | $451K |
| Empower Advisory Group, LLC | 2,833 | $367K |
| Diversify Advisory Services, LLC | 2,177 | $282K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2,177 | $282K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2,167 | $281K |
| Orion Porfolio Solutions, LLC | 2,102 | $272K |
| Brookstone Capital Management | 1,990 | $258K |
| GRIFFIN ASSET MANAGEMENT, INC. | 1,812 | $235K |
| Kellett Wealth Advisors, LLC | 1,806 | $234K |
| Sovereign Financial Group, Inc. | 1,790 | $232K |
| Onyx Bridge Wealth Group LLC | 1,775 | $230K |
| B. Riley Wealth Advisors, Inc. | 1,770 | $229K |
| CAHILL FINANCIAL ADVISORS INC | 1,747 | $226K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vestmark Advisory Solutions, Inc. | 58,819 | $8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,339 | $3M |
| TWO SIGMA INVESTMENTS, LP | 22,500 | $3M |
| JANE STREET GROUP, LLC | 15,606 | $2M |
| EVOKE WEALTH, LLC | 5,378 | $697K |
| CITADEL ADVISORS LLC | 4,582 | $593K |
| Jaffetilchin Investment Partners, L | 4,005 | $519K |
| Coppell Advisory Solutions LLC | 3,468 | $449K |
| Americana Partners, LLC | 2,918 | $378K |
| Signature Wealth Management Partner | 2,854 | $370K |
| FLOW TRADERS U.S. LLC | 2,774 | $359K |
| StoneX Group Inc. | 2,365 | $306K |
| Balboa Wealth Partners | 2,218 | $287K |
| Mariner, LLC | 1,921 | $249K |
| Integrated Advisors Network LLC | 1,862 | $241K |
| Ascentis Independent Advisors | 1,438 | $186K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,111 | $144K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,084 | $140K |
| Sound Income Strategies, LLC | 840 | $109K |
| Addison Advisors LLC | 547 | $71K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +102,864 | +36.5% | 384,716 |
| Prasad Wealth Partners, LLC | +80,787 | +2724.7% | 83,752 |
| UBS Group AG | +59,558 | +50.6% | 177,248 |
| ENVESTNET ASSET MANAGEMENT INC | +35,197 | +59.8% | 94,077 |
| Geneos Wealth Management Inc. | +17,870 | +201.1% | 26,754 |
| Cambridge Investment Research Advis | +16,215 | +32.9% | 65,562 |
| WELLS FARGO & COMPANY/MN | +14,449 | +5.4% | 282,254 |
| PCG Wealth Advisors, LLC | +12,213 | +88.9% | 25,948 |
| MORGAN STANLEY | +10,846 | +1.3% | 830,683 |
| Cetera Investment Advisers | +9,642 | +15.5% | 71,952 |
| Mutual Advisors, LLC | +9,372 | +130.6% | 16,547 |
| HighTower Advisors, LLC | +8,669 | +19.0% | 54,198 |
| ASSETMARK, INC | +7,912 | +46.8% | 24,809 |
| MAI Capital Management | +5,359 | +86.2% | 11,577 |
| BANK OF AMERICA CORP /DE | +5,144 | +1.7% | 302,642 |
| IFP Advisors, Inc | +3,951 | +52.0% | 11,553 |
| OPPENHEIMER & CO INC | +3,497 | +85.7% | 7,577 |
| Janney Montgomery Scott LLC | +3,192 | +4.9% | 68,182 |
| BANK OF MONTREAL /CAN | +3,177 | +22692.9% | 3,191 |
| BENJAMIN EDWARDS INC | +2,451 | +28.4% | 11,083 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rockport Wealth LLC | -140,739 | -97.2% | 3,988 |
| RAYMOND JAMES FINANCIAL INC | -17,302 | -6.2% | 263,113 |
| ROYAL BANK OF CANADA | -15,580 | -20.0% | 62,495 |
| Arkadios Wealth Advisors | -11,439 | -75.5% | 3,722 |
| COMMONWEALTH EQUITY SERVICES, LLC | -8,085 | -11.7% | 61,079 |
| Holistic Financial Partners | -7,330 | -32.4% | 15,279 |
| MERCER GLOBAL ADVISORS INC /ADV | -7,079 | -46.6% | 8,111 |
| GOLDMAN SACHS GROUP INC | -6,548 | -6.1% | 100,280 |
| OneAscent Financial Services LLC | -6,134 | -57.7% | 4,494 |
| US BANCORP \DE | -5,854 | -94.5% | 340 |
| CX Institutional | -5,538 | -47.4% | 6,141 |
| Paller Financial Services Inc | -4,113 | -11.1% | 32,992 |
| PGIM Custom Harvest LLC | -4,109 | -7.6% | 50,233 |
| Kestra Advisory Services, LLC | -2,606 | -14.1% | 15,860 |
| AMERIPRISE FINANCIAL INC | -2,394 | -6.8% | 32,599 |
| Rockefeller Capital Management L.P. | -1,527 | -15.5% | 8,333 |
| TRUIST FINANCIAL CORP | -1,472 | -7.5% | 18,182 |
| Pinnacle Financial Partners, Inc. | -1,434 | -32.4% | 2,993 |
| UBS AM, a distinct business unit of | -1,326 | -45.7% | 1,574 |
| Farther Finance Advisors, LLC | -1,114 | -5.3% | 20,039 |