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First Trust Health Care AlphaDEX Fund

251 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
40
Reduced
111
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
251
Transamerica Financial Advisors
Florida
$1K
NS
252
NBC Securities
Alabama
$224 -$243K -2,169 -100%
NA
253
Navellier & Associates
Nevada
-$2.73M -24,432 Closed
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
-$1.91M -18,126 Closed
Bank of New York Mellon
255
Bank of New York Mellon
New York
-$1.74M -15,534 Closed
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
-$1.19M -10,628 Closed
Two Sigma Investments
257
Two Sigma Investments
New York
-$1.11M -9,900 Closed
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
-$1.07M -9,526 Closed
BCI
259
Brinker Capital Investments
Pennsylvania
-$795K -7,105 Closed
OPS
260
Orion Portfolio Solutions
Nebraska
-$795K -7,105 Closed
WAP
261
Wealthcare Advisory Partners
Pennsylvania
-$717K -6,408 Closed
PAS
262
Park Avenue Securities
New York
-$677K -6,056 Closed
BFA
263
Brendel Financial Advisors
New Hampshire
-$664K -5,938 Closed
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
-$539K -4,815 Closed
WEG
265
World Equity Group
Illinois
-$538K -4,806 Closed
GPW
266
Gentry Private Wealth
Kansas
-$490K -4,383 Closed
RW
267
Rockport Wealth
Ohio
-$308K -2,752 Closed
GM
268
GeoWealth Management
Illinois
-$303K -2,711 Closed
WAM
269
Walker Asset Management
Missouri
-$256K -2,287 Closed
WI
270
Wintrust Investments
Illinois
-$225K -2,016 Closed
WE
271
Wealth Effects
Massachusetts
-$206K -1,840 Closed
BCM
272
Brookstone Capital Management
Illinois
-$202K -1,809 Closed
SOS
273
Silver Oak Securities
Tennessee
-$188K -1,691 Closed
JIP
274
Jaffetilchin Investment Partners
Florida
-$136K -1,219 Closed
PCA
275
Providence Capital Advisors
North Carolina
-$78.9K -705 Closed