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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.6M
2
CAN
2
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
4
AssetMark Inc
California
$1.61M
5
TCM
5
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$56.1M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$4.17M -$9.52K -98 -0.2%
LNC
27
Lincoln National Corp
Pennsylvania
$3.95M +$22.4K +231 +0.6%
Truist Financial
28
Truist Financial
North Carolina
$3.71M +$181K +1,862 +5%
PAG
29
Private Advisor Group
New Jersey
$3.62M -$209K -2,147 -5%
MTWM
30
Masso Torrence Wealth Management
New Jersey
$3.55M -$99.1K -1,020 -3%
SPIA
31
Steward Partners Investment Advisory
New York
$3.3M +$34.1K +351 +1%
SPC
32
Sigma Planning Corp
Michigan
$3.27M -$216K -2,219 -6%
AWS
33
Atria Wealth Solutions
New York
$3.07M -$21.7K -223 -0.7%
SCA
34
Snowden Capital Advisors
New York
$3.03M -$431K -4,436 -12%
SFG
35
StrategIQ Financial Group
Indiana
$3.01M -$6.51K -67 -0.2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$3M -$286K -2,947 -9%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.95M +$5.16K +53 +0.2%
NA
38
NewEdge Advisors
Louisiana
$2.89M -$88.3K -909 -3%
ATPW
39
Ashton Thomas Private Wealth
Arizona
$2.86M -$263K -2,705 -8%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$172K +1,775 +6%
CAS
41
Coppell Advisory Solutions
Texas
$2.53M -$5.65M -51,992 -69%
AWM
42
AE Wealth Management
Kansas
$2.34M +$165K +1,700 +8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.2M +$2.01M +20,695 +1,089%
IA
44
IFP Advisors
Florida
$2.16M +$20.4K +210 +1%
KAS
45
Kestra Advisory Services
Texas
$2.13M -$1.6M -16,488 -43%
William Blair & Company
46
William Blair & Company
Illinois
$2.05M -$50.3K -518 -2%
Jane Street
47
Jane Street
New York
$2.01M -$3.29M -33,847 -62%
IWM
48
Iams Wealth Management
Nebraska
$1.87M +$1.87M +19,240 New
VCM
49
Virtue Capital Management
Tennessee
$1.86M – – –
SWM
50
Spire Wealth Management
Virginia
$1.86M -$86.4K -889 -4%
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