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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
MinichMacGregor Wealth Management
New York
$2.08M -$65.9K -606 -3%
KPWS
52
Kestra Private Wealth Services
Texas
$1.99M -$86.4K -795 -4%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.86M -$45.1K -415 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.82M +$178K +1,636 +11%
CWM
55
Catalyst Wealth Management
Georgia
$1.8M +$1.8M +16,595 New
CA
56
Cetera Advisors
Colorado
$1.7M +$370K +3,406 +28%
MA
57
Mutual Advisors
Nebraska
$1.69M -$211K -1,945 -11%
PWM
58
Perigon Wealth Management
California
$1.67M +$1.67M +15,358 New
WWM
59
Wagner Wealth Management
South Carolina
$1.66M -$116K -1,065 -7%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$1.21M +11,102 +265%
CA
61
CoreCap Advisors
Michigan
$1.65M +$228K +2,095 +16%
SPWM
62
Schrum Private Wealth Management
Florida
$1.65M – – –
SFS
63
Security Financial Services
Indiana
$1.64M – – –
SWM
64
Spire Wealth Management
Virginia
$1.6M +$626K +5,757 +64%
HI
65
Harbour Investments
Wisconsin
$1.55M +$180K +1,652 +13%
SMG
66
Smart Money Group
Texas
$1.54M -$109 -1 -0%
PCH
67
PGIM Custom Harvest
New Jersey
$1.45M +$1.45M +13,341 New
EA
68
Eudaimonia Advisors
Tennessee
$1.43M +$6.74K +62 +0.5%
IAN
69
Integrated Advisors Network
Texas
$1.43M -$86K -791 -6%
EP
70
Eudaimonia Partners
Tennessee
$1.42M +$1.31K +12 +0.1%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$1.42M -$34.4K -307 -2%
IWM
72
Iams Wealth Management
Nebraska
$1.4M +$1.4M +12,891 New
BRWA
73
B. Riley Wealth Advisors
Florida
$1.4M +$87.9K +808 +7%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$1.37M +$79.5K +732 +6%
DWMG
75
DB Wealth Management Group
California
$1.28M -$1.09K -10 -0.1%
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