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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

223 hedge funds and large institutions have $753M invested in First Trust Health Care AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+24
Holders Change %
+12.06%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
55
Reduced
67
Closed
16
Calls
$1.96M
Puts
$20.5M
Net Calls
-$18.5M
Net Calls Change
+$16M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$10.1M
2
JAWM
J. Arnold Wealth Management
Ohio
+$7.1M
3
NA
Navellier & Associates
Nevada
+$5.9M
4
FEM
Fulcrum Equity Management
Texas
+$5.12M
5
RIA
Regal Investment Advisors
Michigan
+$4.73M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
2
FEG
Financial Enhancement Group
Indiana
-$6.47M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.17M
5
RJA
Raymond James & Associates
Florida
-$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$4.79M +$3M +27,800 +167%
RIA
27
Regal Investment Advisors
Michigan
$4.73M +$4.73M +43,836 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.51M +$75.9K +704 +2%
Citigroup
29
Citigroup
New York
$4M +$6.36K +59 +0.2%
KPW
30
Kore Private Wealth
New York
$3.96M +$248K +2,299 +7%
PAG
31
Private Advisor Group
New Jersey
$3.93M +$301K +2,793 +8%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.75M -$93.2K -865 -2%
KAS
33
Kestra Advisory Services
Texas
$3.5M +$330K +3,080 +10%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.93M +$1.65M +15,327 +129%
SFG
35
StrategIQ Financial Group
Indiana
$2.9M +$267K +2,480 +10%
SPIA
36
Steward Partners Investment Advisory
New York
$2.8M -$193K -1,792 -6%
FTS
37
Fifth Third Securities
Ohio
$2.69M +$80.4K +746 +3%
DWMG
38
DB Wealth Management Group
California
$2.69M +$2.69M +24,936 New
PCH
39
PGIM Custom Harvest
New Jersey
$2.59M +$2.59M +23,267 New
LNC
40
Lincoln National Corp
Pennsylvania
$2.51M -$98.7K -916 -4%
WP
41
WealthPLAN Partners
Nebraska
$2.45M -$36.1K -325 -1%
William Blair & Company
42
William Blair & Company
Illinois
$2.14M +$30.6K +284 +1%
LFAS
43
Level Four Advisory Services
Texas
$2.11M -$9.27K -86 -0.4%
MWM
44
MinichMacGregor Wealth Management
New York
$2M +$58K +538 +3%
MA
45
Mutual Advisors
Nebraska
$1.87M +$18.8K +174 +1%
FEG
46
Financial Enhancement Group
Indiana
$1.75M -$6.47M -60,075 -79%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.73M -$391K -3,626 -18%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.71M +$130K +1,206 +8%
SMG
49
Smart Money Group
Texas
$1.7M +$862 +8 +0.1%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$1.57M -$72.7K -649 -4%
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