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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14M
2
CAN
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
LPL Financial
California
$70.8M
4
PFG
Prosperity Financial Group
California
$4.12M
5
HFP
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
Morgan Stanley
New York
$219M
4
Truist Financial
Truist Financial
North Carolina
$4.04M
5
AWM
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$17K – – –
AIP
227
Ameritas Investment Partners
Nebraska
$16.9K -$2.69K -25 -14%
HF
228
Halpern Financial
Virginia
$16.1K – – –
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$16.1K – – –
HWM
230
HighMark Wealth Management
Minnesota
$16.1K – – –
HGERS
231
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +151 New
HCP
232
Hexagon Capital Partners
Arkansas
$14.3K – – –
LWANC
233
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
RWPA
234
Richard W. Paul & Associates
Michigan
$12K – – –
VF
235
VitalStone Financial
Texas
$12K -$1.2K -10 -9%
EWM
236
EPG Wealth Management
Georgia
$11K – – –
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$10.8K -$576 -5,359 -5%
GEA
238
Glen Eagle Advisors
New Jersey
$10.8K – – –
PFA
239
Pathway Financial Advisers
Indiana
$9.81K – – –
GFPC
240
Global Financial Private Client
Florida
$9.26K – – –
CB
241
CNB Bank
Pennsylvania
$8.82K +$8.82K +82 New
TIM
242
Tortoise Investment Management
New York
$6.13K -$430 -4 -7%
TCM
243
TD Capital Management
Tennessee
$5.39K – – –
JFA
244
JNBA Financial Advisors
Minnesota
$5.38K – – –
BlackRock
245
BlackRock
New York
$3.44K – – –
S
246
SignatureFD
Georgia
$3.44K – – –
RA
247
Rise Advisors
New York
$3.23K – – –
LFG
248
Larson Financial Group
Missouri
$2.1K – – –
FRA
249
Front Row Advisors
California
$2K – – –
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.83K – – –
7 8 9
10
11