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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
Wells Fargo
California
$54.9M
5
Morgan Stanley
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
251
Aptus Capital Advisors
Alabama
$1.34K – – –
TFA
252
Transamerica Financial Advisors
Florida
$1K – – –
TRCT
253
Tower Research Capital (TRC)
New York
$336 -$112 -1 -25%
SIS
254
Sound Income Strategies
Florida
$74 – – –
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
– -$9.06M -86,647 Closed
VCM
256
Virtue Capital Management
Tennessee
– -$1.98M -18,551 Closed
OFS
257
OneAscent Financial Services
Alabama
– -$949K -9,075 Closed
RPGK
258
Retirement Planning Group (Kansas)
Kansas
– -$868K -8,300 Closed
TCM
259
Triumph Capital Management
Colorado
– -$684K -6,545 Closed
IAIM
260
International Assets Investment Management
Florida
– -$437K -4,184 Closed
IA
261
IFG Advisory
Georgia
– -$357K -3,420 Closed
GCP
262
GSA Capital Partners
United Kingdom
– -$307K -2,941 Closed
CWA
263
Capital Wealth Alliance
Arizona
– -$204K -1,954 Closed
MSWM
264
Mowery & Schoenfeld Wealth Management
Illinois
– -$86.6K -828 Closed
PWM
265
Partnership Wealth Management
Maryland
– -$81.4K -779 Closed
CI
266
CX Institutional
Indiana
– -$36.5K -349 Closed
TSWM
267
Tyler-Stone Wealth Management
Ohio
– -$36.2K -346 Closed
CTC
268
Central Trust Company
Missouri
– -$31.4K -300 Closed
RIA
269
Realta Investment Advisors
Delaware
– -$13.1K -126 Closed
PA
270
Parallel Advisors
California
– -$5.33K -51 Closed
7 8 9 10
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