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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
2
Prospera Financial Services
Texas
$2.52M
3
Jane Street
3
Jane Street
New York
$2.27M
4
RVPG
4
Relative Value Partners Group
$1.07M
5
AssetMark Inc
5
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Wells Fargo
3
Wells Fargo
California
$55.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
26
Coppell Advisory Solutions
Texas
$3.39M +$3.39M +32,399 New
HighTower Advisors
27
HighTower Advisors
Illinois
$3.34M +$301K +2,880 +10%
NA
28
Navellier & Associates
Nevada
$3.27M +$391K +3,738 +14%
SPIA
29
Steward Partners Investment Advisory
New York
$3.24M -$62.5K -598 -2%
AWS
30
Atria Wealth Solutions
New York
$3.17M +$40.4K +387 +1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.93M -$263K -2,520 -8%
WA
32
Waverly Advisors
Alabama
$2.92M -$39.4K -377 -1%
Citadel Advisors
33
Citadel Advisors
Florida
$2.89M +$866K +8,283 +43%
Stifel Financial
34
Stifel Financial
Missouri
$2.71M -$220K -2,107 -8%
PFS
35
Prospera Financial Services
Texas
$2.52M +$1.56M +14,931 +164%
IA
36
IFP Advisors
Florida
$2.51M +$231K +2,212 +10%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.3M -$2.4M -22,972 -51%
Jane Street
38
Jane Street
New York
$2.27M +$1.54M +14,742 +210%
WI
39
Wintrust Investments
Illinois
$2.11M -$23K -220 -1%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2.1M +$179K +1,714 +9%
AWM
41
AE Wealth Management
Kansas
$2.02M +$249K +2,385 +14%
VCM
42
Virtue Capital Management
Tennessee
$1.98M +$28.3K +265 +1%
SWM
43
Spire Wealth Management
Virginia
$1.96M -$35.3K -338 -2%
NA
44
NewEdge Advisors
Louisiana
$1.92M -$70.5K -675 -4%
SCA
45
Snowden Capital Advisors
New York
$1.84M -$143K -1,365 -7%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$1.72M -$814K -7,792 -32%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$1.61M – – –
SPWM
48
Schrum Private Wealth Management
Florida
$1.58M – – –
SFS
49
Security Financial Services
Indiana
$1.58M – – –
KAS
50
Kestra Advisory Services
Texas
$1.57M -$1.09M -10,383 -41%
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