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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
2
Prospera Financial Services
Texas
$2.52M
3
Jane Street
3
Jane Street
New York
$2.27M
4
RVPG
4
Relative Value Partners Group
$1.07M
5
AssetMark Inc
5
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Wells Fargo
3
Wells Fargo
California
$55.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
Iams Wealth Management
Nebraska
$1.53M -$375K -3,589 -20%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.52M -$1.78K -17 -0.1%
GWP
53
Gateway Wealth Partners
Wisconsin
$1.52M +$40.6K +388 +3%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.51M +$43.9K +420 +3%
AI
55
Atria Investments
North Carolina
$1.48M +$110K +1,054 +8%
IAN
56
Integrated Advisors Network
Texas
$1.43M +$93.2K +892 +7%
AF
57
Apollon Financial
South Carolina
$1.43M -$52.8K -505 -4%
SAM
58
SignalPoint Asset Management
Missouri
$1.43M +$477K +4,562 +50%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$772K -7,388 -36%
WWM
60
Wagner Wealth Management
South Carolina
$1.35M -$45.8K -438 -3%
OPS
61
Orion Portfolio Solutions
Nebraska
$1.27M +$258K +2,468 +26%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.27M +$258K +2,468 +26%
RIA
63
Regal Investment Advisors
Michigan
$1.23M -$141K -1,345 -10%
MA
64
Mutual Advisors
Nebraska
$1.19M -$122K -1,121 -9%
DADC
65
D.A. Davidson & Co
Montana
$1.14M -$239K -2,289 -17%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1.13M +$3.76K +36 +0.3%
SMG
67
Smart Money Group
Texas
$1.1M -$22.7K -208 -2%
PAS
68
Park Avenue Securities
New York
$1.1M +$50.3K +481 +5%
LSPW
69
Lake Street Private Wealth
Illinois
$1.07M +$21.9K +210 +2%
RVPG
70
Relative Value Partners Group
$1.07M +$1.07M +10,225 New
SB
71
Strategic Blueprint
Georgia
$1.05M +$42K +402 +4%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.04M -$300K -2,870 -22%
NW
73
NewEdge Wealth
Pennsylvania
$1.01M -$13K -124 -1%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$993K -$109K -1,047 -10%
OFS
75
OneAscent Financial Services
Alabama
$949K +$101K +970 +12%
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3
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