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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14M
2
CAN
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
LPL Financial
California
$70.8M
4
PFG
Prosperity Financial Group
California
$4.12M
5
HFP
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
Morgan Stanley
New York
$219M
4
Truist Financial
Truist Financial
North Carolina
$4.04M
5
AWM
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
251
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.29K – – –
TFA
252
Transamerica Financial Advisors
Florida
$1K -$17.3K -52 -95%
TRCT
253
Tower Research Capital (TRC)
New York
$1K -$429 -3 -30%
MWM
254
MinichMacGregor Wealth Management
New York
– -$2.08M -19,145 Closed
WIM
255
WealthPlan Investment Management
Nebraska
– -$1.09M -9,695 Closed
FIA
256
Foundations Investment Advisors
Arizona
– -$848K -7,799 Closed
SG
257
StoneX Group
New York
– -$485K -4,463 Closed
DWP
258
Daymark Wealth Partners
Ohio
– -$289K -2,662 Closed
BA
259
Ballew Advisors
Mississippi
– -$233K -2,109 Closed
MPW
260
MGO Private Wealth
California
– -$216K -1,988 Closed
HSA
261
HBK Sorce Advisory
Pennsylvania
– -$203K -1,866 Closed
MCC
262
Money Concepts Capital
Florida
– -$189K -1,736 Closed
HNWAG
263
High Net Worth Advisory Group
Florida
– -$76.1K -700 Closed
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
– -$54K -500 Closed
RBC
265
Romano Brothers & Co
Illinois
– -$45.4K -418 Closed
CG
266
Cutler Group
California
– -$39K -364 Closed
AWM
267
Activest Wealth Management
Florida
– -$32.1K -295 Closed
USCWA
268
U.S. Capital Wealth Advisors
Texas
– -$21.7K -200 Closed
NFSG
269
Newbridge Financial Services Group
Florida
– -$17.4K -160 Closed
RIA
270
Realta Investment Advisors
Delaware
– -$12.5K -115 Closed
GMA
271
Glassy Mountain Advisors
Maryland
– -$12.2K -112 Closed
FWA
272
Freedom Wealth Alliance
Wisconsin
– -$9.24K -85 Closed
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