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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
Prospera Financial Services
Texas
$2.52M
3
Jane Street
Jane Street
New York
$2.27M
4
RVPG
Relative Value Partners Group
$1.07M
5
AssetMark Inc
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$183M
2
LPL Financial
LPL Financial
California
$47.9M
3
Wells Fargo
Wells Fargo
California
$55.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$418 -$209 -2 -33%
SIS
252
Sound Income Strategies
Florida
$69 -$966 -14 -93%
VWA
253
Visionary Wealth Advisors
Illinois
– -$1.67M -15,228 Closed
JIP
254
Jaffetilchin Investment Partners
Florida
– -$700K -6,390 Closed
FAIM
255
Financial Advocates Investment Management
Washington
– -$404K -3,682 Closed
RFWA
256
RPg Family Wealth Advisory
Massachusetts
– -$363K -3,309 Closed
LNC
257
Lincoln National Corp
Pennsylvania
– -$347K -3,163 Closed
CBFP
258
Cedar Brook Financial Partners
Ohio
– -$261K -2,383 Closed
TA
259
TFG Advisers
Michigan
– -$247K -2,256 Closed
BS
260
Banco Santander
Spain
– -$245K -2,240 Closed
HF
261
HRT Financial
New York
– -$234K -2,144 Closed
ES
262
Eagle Strategies
New York
– -$233K -2,130 Closed
OIA
263
OneDigital Investment Advisors
Kansas
– -$232K -2,119 Closed
CIBC World Market
264
CIBC World Market
Ontario, Canada
– -$232K -2,115 Closed
WE
265
Wealth Effects
Massachusetts
– -$213K -1,940 Closed
CTB
266
Country Trust Bank
Illinois
– -$149K -1,364 Closed
NSIM
267
North Star Investment Management
Illinois
– -$71.2K -650 Closed
IGWM
268
ICA Group Wealth Management
Colorado
– -$58.7K -536 Closed
PTC
269
Private Trust Company
Ohio
– -$36.5K -333 Closed
IPW
270
Impact Partnership Wealth
Georgia
– -$30.5K -278 Closed
AWM
271
Abound Wealth Management
Tennessee
– -$5.05K -46 Closed
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.86K -17 Closed
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