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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
Jane Street
New York
$5.91M
4
CAS
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.4M
2
FAIM
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.4M
4
WQ
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K – – –
GWANC
252
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.3K – – –
TFA
253
Transamerica Financial Advisors
Florida
$1K – – –
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$918 -$106K -8,415 -99%
FAIM
255
Financial Advocates Investment Management
Washington
– -$7.39M -68,745 Closed
WQ
256
Wealth Quarterback
New Jersey
– -$4.76M -44,283 Closed
SA
257
SFI Advisors
New Jersey
– -$3.53M -32,783 Closed
SAM
258
Secure Asset Management
Michigan
– -$2.83M -26,306 Closed
IWM
259
Iams Wealth Management
Nebraska
– -$1.84M -17,327 Closed
PWM
260
Purus Wealth Management
California
– -$529K -4,921 Closed
IA
261
IFG Advisory
Georgia
– -$517K -4,804 Closed
RIL
262
Rothschild Investment LLC
Illinois
– -$269K -2,500 Closed
Mariner
263
Mariner
Kansas
– -$228K -2,121 Closed
HFS
264
Howard Financial Services
Texas
– -$210K -1,950 Closed
FWP
265
Firethorn Wealth Partners
Georgia
– -$207K -1,885 Closed
BCM
266
Brookstone Capital Management
Illinois
– -$201K -1,831 Closed
BBHC
267
Brown Brothers Harriman & Co
New York
– -$43K -400 Closed
BAAM
268
Baker Avenue Asset Management
California
– -$37.6K -350 Closed
ASN
269
Advisory Services Network
Georgia
– -$26.9K -250 Closed
HF
270
Halpern Financial
Virginia
– -$16.1K -150 Closed
RWPA
271
Richard W. Paul & Associates
Michigan
– -$12K -112 Closed
CB
272
CNB Bank
Pennsylvania
– -$8.82K -82 Closed
TRCT
273
Tower Research Capital (TRC)
New York
– -$1K -7 Closed
7 8 9 10
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