Who owns FXH?
First Trust Health Care AlphaDEX Fund · First Trust
252 institutions reported holding FXH, worth $529.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $101.7M | 830,683 | +10,846 shares |
| LPL Financial LLC | Fort Mill, SC | $47.1M | 384,716 | +102,864 shares |
| Bank of America Corp. | Charlotte, NC | $37.0M | 302,642 | +5,144 shares |
| Wells Fargo & Company | San Francisco, CA | $34.5M | 282,254 | +14,449 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $32.2M | 263,113 | −17,302 shares |
| UBS Group AG | Zurich, Switzerland | $21.7M | 177,248 | +59,558 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $16.1M | 131,124 | +81,777 shares |
| Goldman Sachs Group Inc. | New York, NY | $12.3M | 100,280 | −6,548 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.5M | 94,077 | +35,197 shares |
| Prasad Wealth Partners, LLC | Independence, OH | $10.3M | 83,752 | +80,787 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXH?
252 institutional managers reported holding FXH in Form 13F filings for June 30, 2026, worth $529.1M in total. The largest reported position was held by Morgan Stanley, at $101.7M.
Did institutions buy or sell FXH last quarter?
Reported 13F value rose 19.9% from March 31, 2026, which includes price moves as well as buying and selling. 39 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.