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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

206 hedge funds and large institutions have $680M invested in First Trust Health Care AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
57
Reduced
69
Closed
30
Calls
$2.28M
Puts
$44M
Net Calls
-$41.7M
Net Calls Change
-$23.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.37M
4
RJA
4
Raymond James & Associates
Florida
$23M
5
FHC
5
First Heartland Consultants
Missouri
$2.57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$166M
2
JAWM
2
J. Arnold Wealth Management
Ohio
$730K
3
Barclays
3
Barclays
United Kingdom
$114K
4
DADC
4
D.A. Davidson & Co
Montana
$804K
5
Wells Fargo
5
Wells Fargo
California
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$3.88M -$144K -1,325 -4%
KAS
27
Kestra Advisory Services
Texas
$3.74M +$188K +1,731 +5%
SPIA
28
Steward Partners Investment Advisory
New York
$3.27M +$451K +4,155 +16%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.17M -$615K -5,666 -16%
Goldman Sachs
30
Goldman Sachs
New York
$3.16M -$1.66M -15,270 -34%
SWM
31
Spire Wealth Management
Virginia
$3.12M +$3.12M +35,033 New
SFG
32
StrategIQ Financial Group
Indiana
$3.11M +$191K +1,762 +7%
LNC
33
Lincoln National Corp
Pennsylvania
$2.8M +$273K +2,518 +11%
FHC
34
First Heartland Consultants
Missouri
$2.57M +$1.25M +11,554 +95%
WP
35
WealthPLAN Partners
Nebraska
$2.51M -$8.78K -77 -0.3%
PCH
36
PGIM Custom Harvest
New Jersey
$2.49M -$48.2K -441 -2%
DWMG
37
DB Wealth Management Group
California
$2.39M -$318K -2,932 -12%
William Blair & Company
38
William Blair & Company
Illinois
$2.22M +$64.5K +594 +3%
FTS
39
Fifth Third Securities
Ohio
$2.2M -$511K -4,701 -19%
LFAS
40
Level Four Advisory Services
Texas
$2.08M -$46.6K -429 -2%
MWM
41
MinichMacGregor Wealth Management
New York
$1.98M -$38.6K -356 -2%
MA
42
Mutual Advisors
Nebraska
$1.92M +$29.3K +270 +2%
SWP
43
Stratos Wealth Partners
Ohio
$1.73M +$967K +8,906 +127%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.71M -$15.1K -139 -0.9%
SMG
45
Smart Money Group
Texas
$1.68M -$32.8K -302 -2%
GSWM
46
Golden State Wealth Management
California
$1.68M +$768K +7,075 +85%
WWM
47
Wagner Wealth Management
South Carolina
$1.63M +$234K +2,154 +17%
BPA
48
Beacon Pointe Advisors
California
$1.58M +$60.1K +554 +4%
AAS
49
Avantax Advisory Services
Texas
$1.57M +$7.92K +73 +0.5%
CWA
50
Capital Wealth Alliance
Arizona
$1.55M +$516K +4,753 +50%
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