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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$388M
2
PCH
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
Goldman Sachs
New York
$10.5M
4
Mariner
Mariner
Kansas
$946K
5
AssetMark Inc
AssetMark Inc
California
$2.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.3M
2
LPL Financial
LPL Financial
California
$55.1M
3
Osaic Holdings
Osaic Holdings
Arizona
$14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
Ameriprise
Minnesota
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$4.57K +$4.57K +44 New
BlackRock
252
BlackRock
New York
$3.31K – – –
S
253
SignatureFD
Georgia
$3.31K – – –
DFA
254
DHJJ Financial Advisors
Illinois
$2.08K – – –
LFG
255
Larson Financial Group
Missouri
$2.02K – – –
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K – – –
ACA
257
Aptus Capital Advisors
Alabama
$1.24K -$26.2K -253 -95%
GWANC
258
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K – – –
TFA
259
Transamerica Financial Advisors
Florida
$1K -$1K -2 -50%
TRCT
260
Tower Research Capital (TRC)
New York
$932 -$2.8K -27 -75%
EFL
261
ERn Financial LLC
Wisconsin
– -$4.18M -43,026 Closed
SPC
262
Sigma Planning Corp
Michigan
– -$3.27M -33,606 Closed
Jane Street
263
Jane Street
New York
– -$2.01M -20,701 Closed
SW
264
SVB Wealth
Massachusetts
– -$680K -7,000 Closed
KDA
265
Kraft Davis & Associates
Missouri
– -$622K -6,519 Closed
WC
266
Waterloo Capital
Texas
– -$451K -4,638 Closed
EH
267
Equitable Holdings
New York
– -$412K -4,242 Closed
RFWA
268
RPg Family Wealth Advisory
Massachusetts
– -$369K -3,801 Closed
UCFA
269
United Capital Financial Advisors
Texas
– -$328K -3,381 Closed
IP
270
Ignite Planners
California
– -$282K -2,931 Closed
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
– -$283K -2,916 Closed
P
272
&Partners
Tennessee
– -$210K -2,162 Closed
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
– -$123K -1,262 Closed
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
– -$48.6K -500 Closed
HL
275
HeadInvest LLC
Maine
– -$14.1K -146 Closed
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