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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
Goldman Sachs
New York
$4.04M
4
KAS
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
IronBridge Private Wealth
Texas
$0
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$8K -$29.8K -227 -79%
CAAS
227
Capital Asset Advisory Services
Michigan
$7K – – –
SPWG
228
Sage Private Wealth Group
Illinois
$7K – – –
TF
229
TimeScale Financial
Massachusetts
$5K -$19.2K -169 -79%
BlackRock
230
BlackRock
New York
$4K – – –
S
231
SignatureFD
Georgia
$4K – – –
RA
232
Rise Advisors
New York
$3.73K +$3.73K +30 New
FRA
233
Front Row Advisors
California
$2K – – –
LFG
234
Larson Financial Group
Missouri
$2K +$2K +20 New
ACA
235
Aptus Capital Advisors
Alabama
$1K – – –
WIM
236
Westside Investment Management
California
$39 – – –
JWCA
237
J.W. Cole Advisors
Florida
– -$6.22M -110,326 Closed
IPW
238
IronBridge Private Wealth
Texas
– -$8.23M -69,143 Closed
BFA
239
Beaumont Financial Advisors
Massachusetts
– -$7.44M -62,493 Closed
NA
240
Navellier & Associates
Nevada
– -$7.25M -60,880 Closed
SMF
241
Sterling Manor Financial
New York
– -$5.21M -43,770 Closed
FEM
242
Fulcrum Equity Management
Texas
– -$5.06M -42,489 Closed
FHC
243
First Heartland Consultants
Missouri
– -$1.8M -15,102 Closed
PFA
244
Plotkin Financial Advisors
Maryland
– -$737K -6,195 Closed
TRCT
245
Tower Research Capital (TRC)
New York
– -$736K -6,181 Closed
Barclays
246
Barclays
United Kingdom
– -$578K -4,852 Closed
MW
247
Marks Wealth
Maryland
– -$345K -2,896 Closed
CCWA
248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$293K -2,461 Closed
BRC
249
BHF RG Capital
Arizona
– -$239K -2,007 Closed
GRP
250
Global Retirement Partners
California
– -$220K -1,849 Closed
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10
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