FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
Wells Fargo
California
$54.9M
5
Morgan Stanley
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
226
Lowe Wealth Advisors
Maryland
$18K – – –
HCP
227
Hexagon Capital Partners
Arkansas
$14.9K – – –
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.5K – – –
HPC
229
HM Payson & Co
Maine
$14K – – –
AWM
230
Avior Wealth Management
Nebraska
$13.9K – – –
CAL
231
Capital Analysts LLC
Pennsylvania
$13K – – –
RDIA
232
RE Dickinson Investment Advisors
Iowa
$11.2K – – –
GEA
233
Glen Eagle Advisors
New Jersey
$11.2K – – –
DF
234
Dunhill Financial
United Kingdom
$11.2K – – –
FAM
235
Flaharty Asset Management
Florida
$10.9K +$10.9K +97 New
GFPC
236
Global Financial Private Client
Florida
$9.62K – – –
HWM
237
Hemington Wealth Management
Virginia
$9K +$9K +85 New
AA
238
Ancora Advisors
Ohio
$7.61K – – –
DPW
239
DiNuzzo Private Wealth
Pennsylvania
$6.38K +$6.38K +57 New
TIM
240
Tortoise Investment Management
New York
$6.38K – – –
TCM
241
TD Capital Management
Tennessee
$5.64K – – –
AIP
242
Ameritas Investment Partners
Nebraska
$5.59K – – –
AF
243
Advisornet Financial
Minnesota
$5.15K -$8.06K -72 -61%
SAM
244
Smartleaf Asset Management
Massachusetts
$4.9K – – –
SL
245
Salomon & Ludwin
Virginia
$4.47K – – –
BlackRock
246
BlackRock
New York
$3.58K – – –
S
247
SignatureFD
Georgia
$3.58K – – –
DFA
248
DHJJ Financial Advisors
Illinois
$2.26K – – –
LFG
249
Larson Financial Group
Missouri
$2.19K – – –
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.39K – – –
7 8 9
10
11