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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
NA
2
Navellier & Associates
Nevada
$7.83M
3
FEM
3
Fulcrum Equity Management
Texas
$5.75M
4
RIA
4
Regal Investment Advisors
Michigan
$5.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$35.3M
2
Wells Fargo
2
Wells Fargo
California
$75.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$973K
4
Bank of America
4
Bank of America
North Carolina
$48.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
KPW
26
Kore Private Wealth
New York
$4.8M 40,999 +790 +2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.69M 39,999 -3,075 -7%
SWM
28
Spire Wealth Management
Virginia
$4.39M 37,501 +2,468 +7%
PAG
29
Private Advisor Group
New Jersey
$4.24M 36,158 +389 +1%
KAS
30
Kestra Advisory Services
Texas
$3.91M 33,413 -1,001 -3%
Citigroup
31
Citigroup
New York
$3.51M 29,999 -5,761 -16%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.5M 29,858 +721 +2%
SFG
33
StrategIQ Financial Group
Indiana
$3.43M 29,251 +615 +2%
SPIA
34
Steward Partners Investment Advisory
New York
$3.19M 27,229 -2,908 -10%
LNC
35
Lincoln National Corp
Pennsylvania
$3.1M 26,446 +676 +3%
FHC
36
First Heartland Consultants
Missouri
$2.92M 24,897 +1,213 +5%
PCH
37
PGIM Custom Harvest
New Jersey
$2.67M 22,826 – –
WP
38
WealthPLAN Partners
Nebraska
$2.62M 21,727 -292 -1%
FTS
39
Fifth Third Securities
Ohio
$2.46M 21,027 +790 +4%
William Blair & Company
40
William Blair & Company
Illinois
$2.38M 20,293 -166 -0.8%
LFAS
41
Level Four Advisory Services
Texas
$2.15M 18,378 -773 -4%
MA
42
Mutual Advisors
Nebraska
$2.07M 17,664 +25 +0.1%
NFG
43
Next Financial Group
Texas
$1.96M 16,688 +3,267 +24%
DWMG
44
DB Wealth Management Group
California
$1.95M 16,645 -5,359 -24%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.92M 16,359 +605 +4%
GSWM
46
Golden State Wealth Management
California
$1.86M 15,907 +463 +3%
WWM
47
Wagner Wealth Management
South Carolina
$1.81M 15,452 +414 +3%
CAN
48
Cetera Advisor Networks
California
$1.75M 14,939 +5,681 +61%
BPA
49
Beacon Pointe Advisors
California
$1.71M 14,573 – –
AAS
50
Avantax Advisory Services
Texas
$1.7M 14,413 -33 -0.2%
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