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FXH · First Trust Health Care AlphaDEX Fund ETF

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$133.46 -1.00 (-0.75%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $3,103,451
Total Shares: 25,355

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025
Top Holder
91.3%
Jun 2021 → Jun 2026 · range 24.1% – 100.0%
−8.7 pts
Top 5
100.0%
Jun 2021 → Jun 2026 · range 47.1% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 61.1% – 100.0%
0.0 pts
HHI
8,393
Jun 2021 → Jun 2026 · range 795 – 10,000
Highly concentrated−1,607

Quarterly Activity

vs Mar 31, 2025
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +523.0%
Shares held: +427.4%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 23,159 $2,834,661
Kingsbury Capital Investment Advisors LLC 1,726 $211,262
TUCKER ASSET MANAGEMENT LLC 470 $57,528

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 4,808 $498,108
Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC FXH $2,834,661 91.34% 23,159
Kingsbury Capital Investment Advisors LLC FXH $211,262 6.81% 1,726
TUCKER ASSET MANAGEMENT LLC FXH $57,528 1.85% 470