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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Goldman Sachs
2
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
4
Bank of America
North Carolina
$46.2M
5
NA
5
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
BPA
5
Beacon Pointe Advisors
California
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.27M 41,408 +159 +0.4%
PAG
27
Private Advisor Group
New Jersey
$4.17M 40,405 +642 +2%
LNC
28
Lincoln National Corp
Pennsylvania
$3.93M 38,143 +9,664 +34%
AWS
29
Atria Wealth Solutions
New York
$3.77M 36,583 +6,961 +23%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.42M 33,197 +6,110 +23%
SPIA
31
Steward Partners Investment Advisory
New York
$3.06M 29,702 +1,541 +5%
SFG
32
StrategIQ Financial Group
Indiana
$3.04M 29,474 -200 -0.7%
TRCT
33
Tower Research Capital (TRC)
New York
$3.03M 29,415 +29,415 New
KCIA
34
Kingsbury Capital Investment Advisors
Illinois
$2.79M 27,076 -143 -0.5%
AAS
35
Avantax Advisory Services
Texas
$2.75M 26,631 +12,115 +83%
FTS
36
Fifth Third Securities
Ohio
$2.63M 25,476 +25,476 New
SWM
37
Spire Wealth Management
Virginia
$2.29M 22,210 -4,405 -17%
William Blair & Company
38
William Blair & Company
Illinois
$2.17M 21,056 +561 +3%
KPWS
39
Kestra Private Wealth Services
Texas
$2.14M 20,796 +8,146 +64%
SPC
40
Sigma Planning Corp
Michigan
$2.05M 19,837 +14,818 +295%
FEM
41
Fulcrum Equity Management
Texas
$2.03M 19,642 +19,642 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.9M 18,390 +1,504 +9%
IA
43
IFP Advisors
Florida
$1.89M 25,502 – –
MA
44
Mutual Advisors
Nebraska
$1.88M 18,198 -3,150 -15%
WWM
45
Wagner Wealth Management
South Carolina
$1.78M 17,296 -387 -2%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.7M 16,509 +51 +0.3%
CAN
47
Cetera Advisor Networks
California
$1.64M 15,901 +2,349 +17%
SPWM
48
Schrum Private Wealth Management
Florida
$1.56M 15,139 +1 +0%
SFS
49
Security Financial Services
Indiana
$1.56M 15,079 – –
SMG
50
Smart Money Group
Texas
$1.49M 14,462 -106 -0.7%
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