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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
2
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
4
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
5
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
3
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
4
Wells Fargo
California
$54.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$3.5M -$1.51M -13,502 -30%
Jane Street
27
Jane Street
New York
$3.49M +$1.06M +9,470 +44%
SPIA
28
Steward Partners Investment Advisory
New York
$3.45M -$16.2K -145 -0.5%
AAS
29
Avantax Advisory Services
Texas
$3.4M -$1.19M -10,666 -26%
CAS
30
Coppell Advisory Solutions
Texas
$3.12M -$488K -4,378 -14%
WA
31
Waverly Advisors
Alabama
$3.05M -$78.5K -702 -3%
AWS
32
Atria Wealth Solutions
New York
$2.86M -$534K -4,774 -16%
Citadel Advisors
33
Citadel Advisors
Florida
$2.85M -$241K -2,154 -8%
SPWM
34
Schrum Private Wealth Management
Florida
$2.85M +$1.15M +10,298 +68%
NA
35
Navellier & Associates
Nevada
$2.73M -$769K -6,872 -22%
Stifel Financial
36
Stifel Financial
Missouri
$2.71M -$191K -1,710 -7%
IA
37
IFP Advisors
Florida
$2.68M -$6.71K -60 -0.2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.24M -$15.1K -135 -0.7%
SWM
39
Spire Wealth Management
Virginia
$2.1M -$1.57K -14 -0.1%
PFS
40
Prospera Financial Services
Texas
$2.09M -$602K -5,379 -22%
NA
41
NewEdge Advisors
Louisiana
$2.03M -$25.6K -229 -1%
SCA
42
Snowden Capital Advisors
New York
$2.01M +$37.6K +336 +2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.91M +$1.78M +16,880 +1,355%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.74M -$1.4M -12,534 -45%
SFS
45
Security Financial Services
Indiana
$1.69M – – –
AWM
46
AE Wealth Management
Kansas
$1.69M -$476K -4,256 -22%
GWP
47
Gateway Wealth Partners
Wisconsin
$1.59M -$29.4K -263 -2%
AF
48
Apollon Financial
South Carolina
$1.46M -$70.5K -630 -5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.43M -$202K -1,804 -12%
IAN
50
Integrated Advisors Network
Texas
$1.35M -$187K -1,668 -12%
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