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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14M
2
CAN
2
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
3
LPL Financial
California
$70.8M
4
PFG
4
Prosperity Financial Group
California
$4.12M
5
HFP
5
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Truist Financial
4
Truist Financial
North Carolina
$4.04M
5
AWM
5
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$2.37M -$2.74M -25,468 -54%
William Blair & Company
52
William Blair & Company
Illinois
$2.28M +$16.5K +153 +0.7%
SWM
53
Spire Wealth Management
Virginia
$2.16M +$579K +5,385 +37%
EA
54
Eudaimonia Advisors
Tennessee
$1.91M +$494K +4,591 +35%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.85M +$18.5K +172 +1%
VCM
56
Virtue Capital Management
Tennessee
$1.84M -$15.6M -145,411 -89%
IWM
57
Iams Wealth Management
Nebraska
$1.84M +$470K +4,436 +34%
KPWS
58
Kestra Private Wealth Services
Texas
$1.79M -$181K -1,687 -9%
KWM
59
Kingsview Wealth Management
Oregon
$1.71M +$1.2M +11,148 +236%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.7M -$101K -943 -6%
PWM
61
Perigon Wealth Management
California
$1.65M +$2.9K +27 +0.2%
WWM
62
Wagner Wealth Management
South Carolina
$1.65M – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$1.64M -$613K -5,699 -27%
SPWM
64
Schrum Private Wealth Management
Florida
$1.63M – – –
CA
65
Cetera Advisors
Colorado
$1.63M -$54K -502 -3%
SFS
66
Security Financial Services
Indiana
$1.62M – – –
MA
67
Mutual Advisors
Nebraska
$1.61M -$58.5K -544 -3%
IA
68
IFP Advisors
Florida
$1.61M -$803K -10,903 -33%
HI
69
Harbour Investments
Wisconsin
$1.6M +$64.9K +604 +4%
CWM
70
Catalyst Wealth Management
Georgia
$1.52M -$262K -2,436 -15%
SMG
71
Smart Money Group
Texas
$1.48M -$66.6K -610 -4%
BRWA
72
B. Riley Wealth Advisors
Florida
$1.48M +$94.1K +875 +7%
EP
73
Eudaimonia Partners
Tennessee
$1.42M +$11.7K +109 +0.8%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$1.41M +$53.5K +497 +4%
IAN
75
Integrated Advisors Network
Texas
$1.4M -$9.36K -87 -0.7%
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3
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