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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
3
Jane Street
New York
$5.91M
4
CAS
4
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
5
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$62.4M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$7.4M
4
WQ
4
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$2.39M +$20.6K +190 +0.9%
William Blair & Company
52
William Blair & Company
Illinois
$2.34M +$45.3K +418 +2%
SWM
53
Spire Wealth Management
Virginia
$2.17M -$7.26K -67 -0.3%
WI
54
Wintrust Investments
Illinois
$2M +$650K +5,999 +48%
VCM
55
Virtue Capital Management
Tennessee
$1.86M +$23.2K +217 +1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.85M -$16.2K -150 -0.9%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.81M +$106K +980 +6%
HI
58
Harbour Investments
Wisconsin
$1.78M +$164K +1,515 +10%
EA
59
Eudaimonia Advisors
Tennessee
$1.76M -$164K -1,518 -9%
PWM
60
Perigon Wealth Management
California
$1.75M +$87.4K +807 +5%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$1.67M +$20.3K +187 +1%
WWM
62
Wagner Wealth Management
South Carolina
$1.66M +$1.63K +15 +0.1%
SPWM
63
Schrum Private Wealth Management
Florida
$1.64M – – –
SFS
64
Security Financial Services
Indiana
$1.63M – – –
CA
65
Cetera Advisors
Colorado
$1.61M -$32.3K -298 -2%
MA
66
Mutual Advisors
Nebraska
$1.58M -$49.1K -453 -3%
BRWA
67
B. Riley Wealth Advisors
Florida
$1.5M +$11.4K +105 +0.8%
IAN
68
Integrated Advisors Network
Texas
$1.47M +$58.1K +536 +4%
SMG
69
Smart Money Group
Texas
$1.46M -$5.09K -47 -0.3%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$1.44M +$22.9K +211 +2%
EP
71
Eudaimonia Partners
Tennessee
$1.44M +$5.63K +52 +0.4%
AI
72
Atria Investments
North Carolina
$1.37M +$198K +1,826 +17%
CS
73
Comerica Securities
Michigan
$1.28M +$8.88K +82 +0.7%
LFAS
74
Level Four Advisory Services
Texas
$1.26M -$5.42K -50 -0.4%
VWA
75
Visionary Wealth Advisors
Illinois
$1.22M +$267K +2,468 +28%
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3
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