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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Goldman Sachs
2
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
4
Bank of America
North Carolina
$46.2M
5
NA
5
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
BPA
5
Beacon Pointe Advisors
California
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$926K 8,980 -2,015 -18%
CA
77
CoreCap Advisors
Michigan
$917K 8,897 +781 +10%
AWA
78
Arkadios Wealth Advisors
Georgia
$916K 8,887 -304 -3%
IA
79
IFG Advisory
Georgia
$905K 8,784 +1,949 +29%
FIA
80
Foundations Investment Advisors
Arizona
$903K 8,586 +8,586 New
OC
81
Oppenheimer & Co
New York
$890K 8,627 +583 +7%
GWM
82
Geneos Wealth Management
Colorado
$871K 8,308 -98 -1%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$840K 8,143 +8,143 New
OIA
84
OneDigital Investment Advisors
Kansas
$800K 7,756 -263 -3%
BPA
85
Beacon Pointe Advisors
California
$788K 7,633 -9,556 -56%
MCM
86
MAI Capital Management
Ohio
$786K 7,618 – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$783K 7,590 +1,470 +24%
PFS
88
Prospera Financial Services
Texas
$776K 7,526 -3,501 -32%
CWA
89
Capital Wealth Alliance
Arizona
$775K 7,512 -92 -1%
ONB
90
Old National Bancorp
Indiana
$772K 7,482 – –
SI
91
Stephens Inc
Arkansas
$767K 7,437 – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$763K 7,404 +376 +5%
JCM
93
Jacobi Capital Management
Pennsylvania
$756K 7,328 +83 +1%
MOS
94
MGO One Seven
Ohio
$754K 7,308 +526 +8%
SW
95
SVB Wealth
Massachusetts
$742K 7,200 – –
SS
96
Sunbelt Securities
Texas
$742K 7,193 +26 +0.4%
SWAG
97
Spectrum Wealth Advisory Group
California
$731K 7,086 – –
UCFA
98
United Capital Financial Advisors
Texas
$715K 6,934 -562 -7%
AFP
99
Ausdal Financial Partners
Iowa
$714K 6,928 +295 +4%
BS
100
Banco Santander
Spain
$675K 6,550 -2,270 -26%
2 3
4
5 6