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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
LPL Financial
California
$58.6M
2
CAN
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
AssetMark Inc
California
$1.61M
5
TCM
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$56.1M
4
CAS
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
226
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.6K – – –
RIA
227
Realta Investment Advisors
Delaware
$12.5K – – –
HGERS
228
Householder Group Estate & Retirement Specialist
Arizona
$12.2K +$12.2K +125 New
AIP
229
Ameritas Investment Partners
Nebraska
$10.7K – – –
EWM
230
EPG Wealth Management
Georgia
$9.94K – – –
FAM
231
Flaharty Asset Management
Florida
$9.43K +$9.43K +97 New
PA
232
Parallel Advisors
California
$9.33K +$9.33K +96 New
PFA
233
Pathway Financial Advisers
Indiana
$8.86K +$8.86K +91 New
GFPC
234
Global Financial Private Client
Florida
$8.31K – – –
BTI
235
Blue Trust Inc
Georgia
$6K +$6K +54 New
TIM
236
Tortoise Investment Management
New York
$5.54K – – –
TCM
237
TD Capital Management
Tennessee
$4.87K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$3.5K +$3.5K +36 New
BlackRock
239
BlackRock
New York
$3.11K – – –
S
240
SignatureFD
Georgia
$3.11K – – –
RA
241
Rise Advisors
New York
$2.92K – – –
DFA
242
DHJJ Financial Advisors
Illinois
$1.95K +$1.95K +20 New
LFG
243
Larson Financial Group
Missouri
$1.9K – – –
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K – – –
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.17K – – –
TFA
246
Transamerica Financial Advisors
Florida
$1K +$250 +1 +33%
JFA
247
JNBA Financial Advisors
Minnesota
$972 -$3.89K -40 -80%
PFG
248
Prosperity Financial Group
California
– -$4.14M -38,206 Closed
NA
249
Navellier & Associates
Nevada
– -$3.6M -33,254 Closed
SMF
250
Sterling Manor Financial
New York
– -$3.17M -29,289 Closed
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