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First Trust Health Care AlphaDEX Fund

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.54M +$45.7K +441 +3%
IAN
52
Integrated Advisors Network
Texas
$1.52M -$132K -1,270 -8%
AF
53
Apollon Financial
South Carolina
$1.5M +$1.5M +14,455 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.48M +$36.4K +351 +3%
RIA
55
Regal Investment Advisors
Michigan
$1.43M -$4.32M -41,749 -75%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$1.43M +$34.9K +337 +3%
DADC
57
D.A. Davidson & Co
Montana
$1.4M -$189K -1,827 -12%
WWM
58
Wagner Wealth Management
South Carolina
$1.39M -$145K -1,404 -9%
MA
59
Mutual Advisors
Nebraska
$1.38M -$114K -1,102 -8%
SPWM
60
Schrum Private Wealth Management
Florida
$1.32M -$251K -2,420 -16%
GWP
61
Gateway Wealth Partners
Wisconsin
$1.28M -$52.3K -505 -4%
AI
62
Atria Investments
North Carolina
$1.26M +$106K +1,022 +9%
BRWA
63
B. Riley Wealth Advisors
Florida
$1.23M -$185K -1,785 -13%
VWA
64
Visionary Wealth Advisors
Illinois
$1.22M +$126K +1,213 +11%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$58.7K +567 +6%
SMG
66
Smart Money Group
Texas
$1.11M -$1.35K -13 -0.1%
TCM
67
Triumph Capital Management
Colorado
$1.04M -$150K -1,448 -13%
PAS
68
Park Avenue Securities
New York
$1.04M +$74.7K +722 +8%
SWP
69
Stratos Wealth Partners
Ohio
$1.02M +$84K +811 +9%
NW
70
NewEdge Wealth
Pennsylvania
$1.01M -$74.9K -723 -7%
LSPW
71
Lake Street Private Wealth
Illinois
$1M -$12.9K -125 -1%
SB
72
Strategic Blueprint
Georgia
$976K +$9.84K +95 +1%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$966K -$81.3K -785 -8%
OPS
74
Orion Portfolio Solutions
Nebraska
$949K +$55.9K +530 +6%
BCI
75
Brinker Capital Investments
Pennsylvania
$949K +$55.9K +530 +6%