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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
3
Waverly Advisors
Alabama
$3.1M
4
NA
4
Navellier & Associates
Nevada
$3.02M
5
CA
5
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.12M
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$1.67M +$376K +3,431 +29%
SPWM
52
Schrum Private Wealth Management
Florida
$1.66M +$265K +2,420 +19%
SFS
53
Security Financial Services
Indiana
$1.65M – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.6M -$59.1K -539 -4%
AF
55
Apollon Financial
South Carolina
$1.56M -$27.4K -250 -2%
GWP
56
Gateway Wealth Partners
Wisconsin
$1.55M +$187K +1,708 +14%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$1.54M -$21.8K -199 -1%
WWM
58
Wagner Wealth Management
South Carolina
$1.46M -$4.38K -40 -0.3%
DADC
59
D.A. Davidson & Co
Montana
$1.44M -$35.4K -323 -2%
AI
60
Atria Investments
North Carolina
$1.44M +$107K +976 +8%
RIA
61
Regal Investment Advisors
Michigan
$1.44M -$79.9K -729 -5%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.41M -$298K -2,719 -17%
IAN
63
Integrated Advisors Network
Texas
$1.41M -$203K -1,850 -13%
EA
64
Eudaimonia Advisors
Tennessee
$1.35M +$445K +4,058 +49%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.33M +$173K +1,785 +15%
MA
66
Mutual Advisors
Nebraska
$1.32M -$139K -1,265 -10%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.18M +$1.18M +10,793 New
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$1.16M -$24.5K -224 -2%
SG
69
StoneX Group
New York
$1.11M +$1.11M +10,098 New
LSPW
70
Lake Street Private Wealth
Illinois
$1.1M +$34.5K +315 +3%
PAS
71
Park Avenue Securities
New York
$1.1M -$4.71K -43 -0.4%
SMG
72
Smart Money Group
Texas
$1.06M -$51.6K -499 -5%
OPS
73
Orion Portfolio Solutions
Nebraska
$1.06M +$73.6K +672 +7%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.06M +$73.6K +672 +7%
SB
75
Strategic Blueprint
Georgia
$1.06M +$24.7K +225 +2%
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3
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