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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
Waverly Advisors
Alabama
$3.1M
4
NA
Navellier & Associates
Nevada
$3.02M
5
CA
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$203M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.12M
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$4.34M +$2.71M +24,687 +166%
CASC
27
Coppell Advisory Solutions Corp
Texas
$4.24M +$4.24M +38,714 New
Truist Financial
28
Truist Financial
North Carolina
$3.97M +$4.38K +40 +0.1%
AssetMark Inc
29
AssetMark Inc
California
$3.83M +$1.09M +9,939 +40%
SPIA
30
Steward Partners Investment Advisory
New York
$3.47M -$122K -1,113 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.35M -$54.7K -499 -2%
AWS
32
Atria Wealth Solutions
New York
$3.28M -$35.5K -324 -1%
HighTower Advisors
33
HighTower Advisors
Illinois
$3.19M +$304K +2,776 +11%
WA
34
Waverly Advisors
Alabama
$3.1M +$3.1M +28,330 New
Stifel Financial
35
Stifel Financial
Missouri
$3.07M -$3.37M -30,737 -52%
NA
36
Navellier & Associates
Nevada
$3.02M +$3.02M +27,566 New
KAS
37
Kestra Advisory Services
Texas
$2.79M +$281K +2,564 +11%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$2.66M +$99.9K +912 +4%
IA
39
IFP Advisors
Florida
$2.39M -$23.3K -213 -1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2.27M -$979K -8,936 -30%
WI
41
Wintrust Investments
Illinois
$2.24M +$187K +1,707 +9%
Citadel Advisors
42
Citadel Advisors
Florida
$2.12M +$1.4M +12,741 +193%
SWM
43
Spire Wealth Management
Virginia
$2.09M -$3.62K -33 -0.2%
NA
44
NewEdge Advisors
Louisiana
$2.08M +$98.3K +897 +5%
SCA
45
Snowden Capital Advisors
New York
$2.08M -$678K -6,189 -25%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.02M -$252K -2,301 -11%
IWM
47
Iams Wealth Management
Nebraska
$1.95M +$235K +2,196 +14%
VCM
48
Virtue Capital Management
Tennessee
$1.92M -$5.76K -55 -0.3%
AWM
49
AE Wealth Management
Kansas
$1.86M -$836K -7,632 -31%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$1.69M +$175K +1,595 +12%
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