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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14M
2
CAN
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
LPL Financial
California
$70.8M
4
PFG
Prosperity Financial Group
California
$4.12M
5
HFP
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
Morgan Stanley
New York
$219M
4
Truist Financial
Truist Financial
North Carolina
$4.04M
5
AWM
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$4.64M +$40.4K +376 +0.9%
KAS
27
Kestra Advisory Services
Texas
$4.57M -$2.25M -20,949 -33%
PAG
28
Private Advisor Group
New Jersey
$4.3M -$208K -1,935 -5%
LNC
29
Lincoln National Corp
Pennsylvania
$4.2M +$59.2K +551 +1%
PFG
30
Prosperity Financial Group
California
$4.12M +$4.12M +38,324 New
MTWM
31
Masso Torrence Wealth Management
New Jersey
$4.06M +$3.62M +33,655 +815%
Truist Financial
32
Truist Financial
North Carolina
$4.04M -$2.88M -26,814 -42%
HFP
33
Holistic Financial Partners
Indiana
$3.92M +$3.92M +36,490 New
SCA
34
Snowden Capital Advisors
New York
$3.92M +$251K +2,335 +7%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$3.81M -$97.4K -906 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$3.62M +$41.5K +386 +1%
CAS
37
Coppell Advisory Solutions
Texas
$3.54M +$1.07M +10,109 +43%
CASC
38
Coppell Advisory Solutions Corp
Texas
$3.54M +$1.07M +10,109 +43%
SA
39
SFI Advisors
New Jersey
$3.53M +$78.9K +734 +2%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$3.46M -$16.6K -154 -0.5%
DADC
41
D.A. Davidson & Co
Montana
$3.42M +$1.21M +11,282 +55%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.31M -$17.4K -161 -0.5%
SFG
43
StrategIQ Financial Group
Indiana
$3.31M +$86.7K +806 +3%
PCH
44
PGIM Custom Harvest
New Jersey
$3.3M +$1.86M +17,318 +130%
AWS
45
Atria Wealth Solutions
New York
$3.22M -$188K -1,745 -6%
NA
46
NewEdge Advisors
Louisiana
$3.11M +$1.22M +11,391 +65%
SAM
47
Secure Asset Management
Michigan
$2.83M +$50.3K +468 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$2.63M -$2.73M -25,343 -51%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$888K +8,258 +54%
FTS
50
Fifth Third Securities
Ohio
$2.44M -$145K -1,352 -6%
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