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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$5.09M +$5.09M +46,830 New
AAS
27
Avantax Advisory Services
Texas
$5.01M +$619K +5,696 +14%
EFL
28
ERn Financial LLC
Wisconsin
$4.92M +$104K +961 +2%
WQ
29
Wealth Quarterback
New Jersey
$4.74M +$4.74M +43,576 New
SPC
30
Sigma Planning Corp
Michigan
$4.65M +$1.52M +13,989 +49%
LNC
31
Lincoln National Corp
Pennsylvania
$4.19M -$50.7K -466 -1%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.95M +$1.11M +10,213 +39%
SCA
33
Snowden Capital Advisors
New York
$3.71M +$951K +8,748 +34%
SPIA
34
Steward Partners Investment Advisory
New York
$3.62M +$24.9K +229 +0.7%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$3.51M +$10.8K +99 +0.3%
SA
36
SFI Advisors
New Jersey
$3.48M +$1.57M +14,453 +82%
AWS
37
Atria Wealth Solutions
New York
$3.44M +$32.9K +303 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.36M -$600K -5,507 -15%
SFG
39
StrategIQ Financial Group
Indiana
$3.25M +$5K +46 +0.2%
Goldman Sachs
40
Goldman Sachs
New York
$3.17M -$5.62M -51,678 -64%
CAN
41
Cetera Advisor Networks
California
$3.04M +$1.09M +10,044 +56%
SAM
42
Secure Asset Management
Michigan
$2.81M +$2.81M +25,838 New
FTS
43
Fifth Third Securities
Ohio
$2.62M -$177K -1,630 -6%
CAS
44
Coppell Advisory Solutions
Texas
$2.53M +$2.53M +23,278 New
CASC
45
Coppell Advisory Solutions Corp
Texas
$2.53M +$2.53M +23,278 New
IA
46
IFP Advisors
Florida
$2.47M -$75 -1 -0%
William Blair & Company
47
William Blair & Company
Illinois
$2.29M -$5.76K -53 -0.3%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$2.27M +$242K +2,222 +12%
DADC
49
D.A. Davidson & Co
Montana
$2.23M +$595K +5,471 +36%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.12M +$1.34M +12,260 +172%
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