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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
Jane Street
New York
$5.91M
4
CAS
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.4M
2
FAIM
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.4M
4
WQ
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K – – –
GEA
227
Glen Eagle Advisors
New Jersey
$21.7K +$10.8K +100 +100%
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$19.2K +$19.2K +177 New
ADL
229
Asset Dedication LLC
California
$19K – – –
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
LWA
231
Lowe Wealth Advisors
Maryland
$17.4K – – –
TCOV
232
Trust Company of Vermont
Vermont
$17.1K – – –
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$16.2K – – –
HWM
234
HighMark Wealth Management
Minnesota
$16.2K – – –
HCP
235
Hexagon Capital Partners
Arkansas
$14.4K – – –
LWANC
236
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.1K – – –
RIA
237
Realta Investment Advisors
Delaware
$12.5K +$12.5K +115 New
VF
238
VitalStone Financial
Texas
$12K +$1.09K +10 +10%
AIP
239
Ameritas Investment Partners
Nebraska
$11.9K -$5.09K -47 -30%
EWM
240
EPG Wealth Management
Georgia
$11.1K – – –
GFPC
241
Global Financial Private Client
Florida
$9.23K – – –
TIM
242
Tortoise Investment Management
New York
$6.17K – – –
TCM
243
TD Capital Management
Tennessee
$5.43K – – –
JFA
244
JNBA Financial Advisors
Minnesota
$5.42K – – –
SIS
245
Sound Income Strategies
Florida
$4.33K +$4.33K +40 New
BlackRock
246
BlackRock
New York
$3.47K – – –
S
247
SignatureFD
Georgia
$3.47K – – –
RA
248
Rise Advisors
New York
$3.26K – – –
LFG
249
Larson Financial Group
Missouri
$2.11K – – –
FRA
250
Front Row Advisors
California
$2K – – –
7 8 9
10
11