Back to top

First Trust Health Care AlphaDEX Fund - FXH

First Trust Health Care AlphaDEX Fund - FXH


Data Providers


  • nav ($)
  • nav change
    0.16 / 0.2%
(As of Tuesday June 11, 2019)


  • distribution channel


  • ticker


  • category

    Health/Biotechnology Funds

  • management type


  • total assets


Read description

Fund Scorecard

Above Average
manager tenure
Above Average


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


People's United Financial, Inc.

Capital Analysts, Inc.
Beaumont Financial Partners, Llc
Hightower Advisors, Llc
Eqis Capital Management, Inc.
Raymond James & Associates

Parkside Financial Bank & Trust

Suntrust Banks Inc

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Rothschild Investment Corp /il
Wunderlich Securities, Inc.
Lowe Fs, Llc
Lpl Financial Llc
Raymond James Financial Services Advisors, Inc.

Ameriprise Financial Inc

Citigroup Inc

Manufacturers Life Insurance Company, The

Stratos Wealth Partners, Ltd.
Commonwealth Equity Services, Inc
Ftb Advisors, Inc.

Cetera Investment Advisers

Astor Investment Management Llc

M&t Bank Corp

National Planning Corp

Susquehanna International Group, Llp

Wealthtrust Fairport, Llc
Transamerica Financial Advisors, Inc.
Millennium Management Llc

American International Group Inc

Next Financial Group, Inc
Raymond James Trust N.a.

First Financial Corp /in/

Jnba Financial Advisors
Insight Capital Research & Management Inc

Ladenburg Thalmann Financial Services Inc

Beck Capital Management, Llc
Morgan Stanley

Credit Suisse Ag/

Wells Fargo & Company/mn

Sg Americas Securities, Llc

Cetera Advisors Llc
Optimum Investment Advisors

Royal Bank Of Canada

Goldman Sachs Group Inc
Westport Resources Management Inc

Kcg Holdings, Inc.

Bessemer Group Inc

Rehmann Capital Advisory Group
Koshinski Asset Management, Inc.
Burt Wealth Advisors
Cavalier Investments

Ausdal Financial Partners, Inc.

Northwestern Mutual Wealth Management Co

Private Advisor Group, Llc
Chicago Partners Investment Group Llc

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.

Bokf, Na

Carroll Financial Associates, Inc.
Aviance Capital Management, Llc

Bank Of America Corp /de/

Vicus Capital
Veritable, L.p.
Ironsides Asset Advisors, Llc
Baird Financial Group, Inc.
National Asset Management, Inc.
Lba Wealth Management, Llc
Hudock Moyer Wealth Resources, Llc
Citadel Advisors Llc
Us Bancorp \de\
Janney Montgomery Scott Llc
Wedbush Morgan Securities Inc

Ubs Group Ag

Feltz Wealth Plan Inc.
Spc Financial, Inc.

Consolidated Investment Group Llc

Regal Investment Advisors Llc
Bks Advisors, Llc

Cibc World Markets Inc.

Founders Financial Securities Llc

Hilltop Holdings Inc.

Metlife Securities, Inc
Tortoise Investment Management, Llc

Ifp Advisors, Inc

Sanctuary Wealth Advisors, Llc
Formulafolio Investments, Llc

Old National Bancorp /in/

Allegis Investment Advisors, Llc

Benjamin F. Edwards & Company, Inc.
Atwood & Palmer Inc

Hl Financial Services Llc

Davidson D A & Co

Strid Group, Llc

First Heartland Consultants, Inc.
Ifc Holdings Incorporated/fl
Oppenheimer & Co Inc
Horizon Investments, Llc
Hoxton Financial, Inc.
Stephens Inc /ar/
Sii Investments Inc/wi

True Private Wealth Advisors

Thrivent Financial For Lutherans
Howe & Rusling Inc
First Trust Advisors Lp
Jpmorgan Chase & Co
Mcf Advisors Llc
Smith Hayes Advisers, Inc

Concorde Asset Management, Llc

Moors & Cabot, Inc.
Bb&t Securities, Llc

Tower Research Capital Llc

United Capital Financial Advisers, Llc
Cwm, Llc
Cetera Advisor Networks Llc
Investment Centers Of America Inc
Goss Wealth Management Llc
Wfg Advisors, Lp

Barclays Plc

Hays Advisory Llc
Davenport & Co Llc
Atria Investments Llc
Argentus Capital Management, Llc
Dynamic Advisors Solutions Llc
Keel Point, Llc
Prospera Financial Services Inc
Lakeview Capital Partners, Llc
Creative Planning

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Newsquare Capital Llc
Envestnet Asset Management Inc

Regions Financial Corp

Voya Financial Advisors, Inc.
Riggs Asset Managment Co. Inc.

Sunbelt Securities, Inc.

Cambridge Investment Research Advisors, Inc.
Signalpoint Asset Management, Llc
Lifeplan Financial Group, Inc

Johnson Financial Group, Inc.

Advisory Services Network, Llc
Sigma Planning Corp
First Allied Advisory Services, Inc.
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 95 Health/Biotechnology Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 5.32
    Sharpe Ratio ² 0.63
    R-Squared ³ 0.74
    Beta ³ 0.93
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Health/Biotechnology Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Stan Ueland

      01-01-2007 - present
    • Jon C. Erickson

      01-01-2007 - present
    • Roger F. Testin

      01-01-2007 - present
    • David G. McGarel

      01-01-2007 - present
    • Daniel J. Lindquist

      01-01-2007 - present