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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
LPL Financial
California
$58.6M
2
CAN
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
AssetMark Inc
California
$1.61M
5
TCM
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$56.1M
4
CAS
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
– -$907K -8,374 Closed
CA
252
CoreCap Advisors
Michigan
– -$731K -6,746 Closed
Two Sigma Investments
253
Two Sigma Investments
New York
– -$552K -5,100 Closed
FTS
254
Fifth Third Securities
Ohio
– -$455K -4,200 Closed
HF
255
HRT Financial
New York
– -$425K -3,932 Closed
FEM
256
Fulcrum Equity Management
Texas
– -$409K -3,775 Closed
CWA
257
Capital Wealth Alliance
Arizona
– -$393K -3,632 Closed
Prudential Financial
258
Prudential Financial
New Jersey
– -$288K -2,657 Closed
OBWG
259
Onyx Bridge Wealth Group
New York
– -$261K -2,414 Closed
KA
260
Kovack Advisors
Florida
– -$240K -2,216 Closed
WE
261
Wealth Effects
Massachusetts
– -$237K -2,189 Closed
AWA
262
Arete Wealth Advisors
Illinois
– -$229K -2,111 Closed
CW
263
CreativeOne Wealth
Kansas
– -$224K -2,064 Closed
CCA
264
Clearwater Capital Advisors
Illinois
– -$217K -2,000 Closed
CIBC World Market
265
CIBC World Market
Ontario, Canada
– -$214K -1,975 Closed
M1FG
266
Mach-1 Financial Group
Arkansas
– -$213K -1,970 Closed
IF
267
Intrua Financial
Texas
– -$212K -1,954 Closed
BAM
268
Belpointe Asset Management
Nevada
– -$210K -1,938 Closed
TCA
269
Transcend Capital Advisors
New Jersey
– -$209K -1,931 Closed
CF
270
Centaurus Financial
California
– -$205K -1,895 Closed
BA
271
Ballew Advisors
Mississippi
– -$201K -1,870 Closed
CG
272
Cutler Group
California
– -$108K -1,000 Closed
IGWM
273
ICA Group Wealth Management
Colorado
– -$48.7K -450 Closed
TCOV
274
Trust Company of Vermont
Vermont
– -$17.1K -158 Closed
VF
275
VitalStone Financial
Texas
– -$12K -110 Closed
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