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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$388M
2
PCH
2
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.5M
4
Mariner
4
Mariner
Kansas
$946K
5
AssetMark Inc
5
AssetMark Inc
California
$2.59M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
LPL Financial
2
LPL Financial
California
$55.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
5
Ameriprise
Minnesota
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$3.75M -$209K -2,022 -5%
MTWM
27
Masso Torrence Wealth Management
New Jersey
$3.51M -$273K -2,635 -7%
SPIA
28
Steward Partners Investment Advisory
New York
$3.39M -$127K -1,228 -4%
CAS
29
Coppell Advisory Solutions
Texas
$3.25M +$837K +8,087 +35%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.22M +$17K +164 +0.5%
AWS
31
Atria Wealth Solutions
New York
$3.13M -$140K -1,354 -4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$32.1K +310 +1%
SFG
33
StrategIQ Financial Group
Indiana
$2.98M -$228K -2,204 -7%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.72M -$414K -4,007 -13%
SCA
35
Snowden Capital Advisors
New York
$2.61M -$620K -5,990 -19%
AssetMark Inc
36
AssetMark Inc
California
$2.59M +$867K +8,377 +50%
AWM
37
AE Wealth Management
Kansas
$2.53M +$44.9K +436 +2%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$2.42M -$633K -6,108 -21%
KAS
39
Kestra Advisory Services
Texas
$2.37M +$92.8K +896 +4%
IA
40
IFP Advisors
Florida
$2.28M -$26.7K -258 -1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2.14M +$201K +1,937 +10%
SWM
42
Spire Wealth Management
Virginia
$1.97M -$2.37K -23 -0.1%
WI
43
Wintrust Investments
Illinois
$1.94M +$13.7K +132 +0.7%
VCM
44
Virtue Capital Management
Tennessee
$1.91M +$99K +952 +5%
NA
45
NewEdge Advisors
Louisiana
$1.88M -$1.2M -11,600 -39%
IWM
46
Iams Wealth Management
Nebraska
$1.66M -$334K -3,223 -17%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.61M +$469K +4,533 +41%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.56M -$8.7K -84 -0.6%
SFS
49
Security Financial Services
Indiana
$1.56M – – –
MFG
50
Merit Financial Group
Georgia
$1.56M -$3.3M -31,870 -68%
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