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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.6M
2
CAN
2
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
4
AssetMark Inc
California
$1.61M
5
TCM
5
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$56.1M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.82M +$530K +5,458 +41%
WI
52
Wintrust Investments
Illinois
$1.8M +$8.55K +88 +0.5%
AssetMark Inc
53
AssetMark Inc
California
$1.61M +$1.18M +12,181 +276%
PWM
54
Perigon Wealth Management
California
$1.57M – – –
IAN
55
Integrated Advisors Network
Texas
$1.55M +$229K +2,353 +17%
DADC
56
D.A. Davidson & Co
Montana
$1.49M -$1.6M -16,463 -52%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.48M -$185K -1,906 -11%
SPWM
58
Schrum Private Wealth Management
Florida
$1.47M – – –
SFS
59
Security Financial Services
Indiana
$1.47M – – –
WWM
60
Wagner Wealth Management
South Carolina
$1.44M -$51.7K -532 -3%
CA
61
Cetera Advisors
Colorado
$1.41M -$35.5K -365 -2%
MA
62
Mutual Advisors
Nebraska
$1.4M -$15.4K -159 -1%
HI
63
Harbour Investments
Wisconsin
$1.39M -$200K -2,055 -13%
CS
64
Comerica Securities
Michigan
$1.38M +$231K +2,380 +20%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$1.35M -$145K -1,490 -10%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.33M -$18K -185 -1%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$1.31M +$1.31M +13,460 New
GWP
68
Gateway Wealth Partners
Wisconsin
$1.25M +$278K +2,866 +29%
PCH
69
PGIM Custom Harvest
New Jersey
$1.24M +$454K +4,671 +58%
TCM
70
Triumph Capital Management
Colorado
$1.12M +$1.12M +11,520 New
AI
71
Atria Investments
North Carolina
$1.08M -$145K -1,495 -12%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.07M -$555K -5,716 -34%
SMG
73
Smart Money Group
Texas
$1.05M -$265K -2,731 -20%
VWA
74
Visionary Wealth Advisors
Illinois
$1.03M -$67.8K -698 -6%
NW
75
NewEdge Wealth
Pennsylvania
$1.02M – – –
1 2
3
4 5