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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
Waverly Advisors
Alabama
$3.1M
4
NA
Navellier & Associates
Nevada
$3.02M
5
CA
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$203M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.12M
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Farther Finance Advisors
California
$27.2K +$27.2K +250 New
PA
227
PSI Advisors
Florida
$22K -$13.8K -126 -39%
GEA
228
Glen Eagle Advisors
New Jersey
$21.9K – – –
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K – – –
PB
230
Pinnacle Bancorp
Nebraska
$21.9K +$21.9K +200 New
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$21.4K – – –
Citigroup
232
Citigroup
New York
$20.8K – – –
AF
233
Advisornet Financial
Minnesota
$20.2K +$5.48K +50 +37%
GJIA
234
Glass Jacobson Investment Advisors
Maryland
$19.4K – – –
ADL
235
Asset Dedication LLC
California
$19K – – –
LWA
236
Lowe Wealth Advisors
Maryland
$17.6K – – –
HWM
237
HighMark Wealth Management
Minnesota
$16.4K – – –
HCP
238
Hexagon Capital Partners
Arkansas
$14.6K – – –
LWANC
239
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.2K – – –
RIA
240
Realta Investment Advisors
Delaware
$13.8K +$13.8K +126 New
HPC
241
HM Payson & Co
Maine
$13.7K – – –
AWM
242
Avior Wealth Management
Nebraska
$13.6K -$9.97K -91 -42%
CAL
243
Capital Analysts LLC
Pennsylvania
$13K – – –
RDIA
244
RE Dickinson Investment Advisors
Iowa
$11K – – –
DF
245
Dunhill Financial
United Kingdom
$11K – – –
GWANC
246
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.5K +$9.14K +83 +692%
ACA
247
Aptus Capital Advisors
Alabama
$10.4K +$9.1K +83 +692%
GFPC
248
Global Financial Private Client
Florida
$9.35K – – –
AA
249
Ancora Advisors
Ohio
$8.77K -$21.9K -200 -71%
TIM
250
Tortoise Investment Management
New York
$6.25K – – –
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