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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
Goldman Sachs
New York
$4.04M
4
KAS
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
IronBridge Private Wealth
Texas
$0
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
251
D.B. Root & Company
Pennsylvania
– -$219K -1,844 Closed
LWM
252
Liberty Wealth Management
California
– -$87K -735 Closed
FA
253
Flagstar Advisors
New York
– -$80K -675 Closed
MA
254
MCF Advisors
Kentucky
– -$39K -326 Closed
BCWM
255
Bartlett & Co Wealth Management
Ohio
– -$35.7K -300 Closed
BC
256
Bartlett & Co
Ohio
– -$36K -300 Closed
PMFA
257
Plante Moran Financial Advisors
Michigan
– -$30K -255 Closed
JPLA
258
Joseph P. Lucia & Associates
New York
– -$18K -150 Closed
PPWM
259
PFG Private Wealth Management
Florida
– -$14K -114 Closed
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
– -$8K -75 Closed
7 8 9 10
11