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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
40
Reduced
111
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$61.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$16.8M
4
IAA
4
Independent Advisor Alliance
North Carolina
$3.75M
5
Ameriprise
5
Ameriprise
Minnesota
$9.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.17M
3
LPL Financial
3
LPL Financial
California
$39M
4
UBS Group
4
UBS Group
Switzerland
$21.6M
5
AssetMark Inc
5
AssetMark Inc
California
$90.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$2.81M -$881K -8,457 -24%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.71M -$646K -6,200 -19%
Stifel Financial
28
Stifel Financial
Missouri
$2.53M +$15.7K +151 +0.6%
FAC
29
Financial Advisory Corporation
Michigan
$2.48M +$2.48M +23,861 New
AAS
30
Avantax Advisory Services
Texas
$2.33M -$838K -8,048 -26%
FTUS
31
Flow Traders U.S.
New York
$2.28M +$1.9M +18,235 +495%
Jane Street
32
Jane Street
New York
$2.2M -$1.05M -10,107 -32%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.15M +$65.1K +625 +3%
SWM
34
Spire Wealth Management
Virginia
$1.95M +$104 +1 +0%
Citadel Advisors
35
Citadel Advisors
Florida
$1.78M -$871K -8,365 -33%
NA
36
NewEdge Advisors
Louisiana
$1.74M -$150K -1,443 -8%
IA
37
IFP Advisors
Florida
$1.72M -$775K -7,444 -31%
MP
38
Moment Partners
California
$1.67M +$1.67M +16,028 New
MQWP
39
Morey & Quinn Wealth Partners
Nebraska
$1.63M +$1.63M +15,613 New
GSWM
40
Golden State Wealth Management
California
$1.62M +$1.62M +15,551 New
SPWM
41
Schrum Private Wealth Management
Florida
$1.58M -$1.07M -10,298 -40%
SFS
42
Security Financial Services
Indiana
$1.57M – – –
PCG
43
Prosperity Consulting Group
Maryland
$1.54M +$323K +3,099 +27%
KAS
44
Kestra Advisory Services
Texas
$1.37M +$208K +1,995 +18%
SB
45
Strategic Blueprint
Georgia
$1.31M +$85.1K +817 +7%
AWS
46
Atria Wealth Solutions
New York
$1.3M -$1.36M -13,094 -51%
AF
47
Apollon Financial
South Carolina
$1.27M -$93.2K -895 -7%
IWM
48
Iams Wealth Management
Nebraska
$1.23M -$18.3K -176 -1%
WWM
49
Wagner Wealth Management
South Carolina
$1.21M +$30.6K +294 +3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.18M -$148K -1,425 -11%
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