First Trust Health Care AlphaDEX
FXH • ARCA
First Trust Health Care AlphaDEX is an exchange-traded fund on ARCA. As of Q3 2025, 216 institutional investors hold shares in this ETF, with total holdings valued at $465.4M. MORGAN STANLEY is the largest holder with a position valued at $108.9M.
Overview
Overview of institutional ownership in FXH as of Q3 2025
All Institutions
- Institutions
- 216
- Value Held
- $465.4M
- Shares Held
- 4.2M
- Avg Position
- $2.2M
- Median Position
- $348.1K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $5.9M
- Shares Held
- 53.4K
- Avg Position
- $2.9M
- Median Position
- $2.9M
Biggest Investors
Institutions with the largest positions in FXH as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $108.9M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $34.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $32.2M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $31.1M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $27.7M 0.01% of portfolio |
 Rockport Wealth LLC RIA/Wealth | $16.6M 3.39% of portfolio |
R ROYAL BANK OF CANADA Institution | $15.8M 0.00% of portfolio |
 UBS Group AG Institution | $14.3M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $13.7M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.0M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FXH in Q3 2025
- Traded
- −$16.5M
- Buyers
- 63
- Sellers
- 104
- Total Bought
- +$25.7M
- Total Sold
- −$42.2M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
R ROYAL BANK OF CANADA Institution | +$9.4M +85.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$6.0M +54.4K shares |
 NAVELLIER & ASSOCIATES INC RIA/Wealth | +$2.0M +18.6K shares |
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | +$1.8M +16.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$962.5K +8.8K shares |
H HB Wealth Management, LLC Institution | +$739.2K +6.7K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | +$534.3K +4.9K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | +$497.1K +4.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$497.0K +4.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$477.8K +4.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$9.2M −83.7K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$7.0M −64.0K shares |
UBS Group AG Institution | −$3.8M −35.0K shares |
 AMERIPRISE FINANCIAL INC Institution | −$2.2M −19.7K shares |
MORGAN STANLEY RIA/Wealth | −$1.9M −17.4K shares |
L LPL Financial LLC Institution | −$1.6M −15.0K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$1.5M −13.5K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | −$1.4M −13.5K shares |
 Strategic Blueprint, LLC RIA/Wealth | −$1.4M −13.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.2M −10.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FXH in Q3 2025
- New Positions
- 5
- New Value
- $515.7K
- Exited Positions
- 19
- Exited Value
- $5.3M
New Positions
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $218.3K 2.3K shares |
 Ridgeline Wealth Planning, LLC RIA/Wealth | $203.8K 1.9K shares |
 Steigerwald, Gordon & Koch Inc. RIA/Wealth | $79.8K 728.0 shares |
 JPL Wealth Management, LLC RIA/Wealth | $11.0K 100.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $2.7K 25.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L Laurel Wealth Advisors LLC RIA/Wealth | $1.4M 13.5K shares |
Strategic Blueprint, LLC RIA/Wealth | $1.4M 13.2K shares |
J JANE STREET GROUP, LLC Institution | $597.1K 5.8K shares |
 We Are One Seven, LLC RIA/Wealth | $343.4K 3.3K shares |
 National Asset Management, Inc. RIA/Wealth | $296.2K 2.9K shares |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $250.6K 2.4K shares |
 L.M. KOHN & COMPANY RIA/Wealth | $250.5K 2.4K shares |
 PFG Advisors RIA/Wealth | $224.7K 2.2K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $193.4K 1.9K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $114.5K 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in FXH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FXH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Rockport Wealth LLC RIA/Wealth | 3.39% $16.6M |
 SFI Advisors, LLC RIA/Wealth | 2.39% $3.6M |
 Holistic Financial Partners RIA/Wealth | 1.48% $3.6M |
S Schrum Private Wealth Management LLC RIA/Wealth | 1.20% $1.6M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.99% $1.4M |
C CATHY PARETO & ASSOCIATES, INC Institution | 0.56% $738.2K |
 Centerpoint Advisory Group RIA/Wealth | 0.44% $566.2K |
 PCG Wealth Advisors, LLC RIA/Wealth | 0.43% $1.5M |
M MOSAIC FINANCIAL GROUP, LLC Institution | 0.39% $471.6K |
G GENTRY PRIVATE WEALTH, LLC RIA/Wealth | 0.34% $480.7K |
Hedge Fund Spotlight
Discover hedge funds investing in FXH
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Health Care AlphaDEX
- Market Value
- $4.3M
- Shares Held
- 39.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2015-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
