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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
76
Wintrust Investments
Illinois
$1.27M +$18.7K +172 +1%
LSPW
77
Lake Street Private Wealth
Illinois
$1.19M +$34.8K +320 +3%
IA
78
IFG Advisory
Georgia
$1.19M +$29.1K +268 +3%
CS
79
Comerica Securities
Michigan
$1.13M -$176K -1,621 -13%
WIM
80
WealthPlan Investment Management
Nebraska
$1.09M +$7.28K +65 +0.7%
WP
81
WealthPLAN Partners
Nebraska
$1.08M +$1.08M +9,695 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$1.04M +$232K +2,137 +29%
CFD
83
Creative Financial Designs
Indiana
$1.04M -$72.6K -668 -7%
AWA
84
Arkadios Wealth Advisors
Georgia
$1.03M +$71.3K +656 +7%
SAM
85
SignalPoint Asset Management
Missouri
$1.02M -$6.52K -60 -0.6%
PFS
86
Prospera Financial Services
Texas
$974K +$49.9K +459 +5%
SF
87
Synovus Financial
Georgia
$960K -$16.4K -151 -2%
FHA
88
Flagship Harbor Advisors
Massachusetts
$939K +$82.1K +755 +10%
RPGK
89
Retirement Planning Group (Kansas)
Kansas
$910K – – –
LFAS
90
Level Four Advisory Services
Texas
$907K -$166K -1,525 -15%
AWM
91
Apollon Wealth Management
South Carolina
$885K +$34.1K +314 +4%
FIA
92
Foundations Investment Advisors
Arizona
$848K -$44.4K -408 -5%
MCM
93
MAI Capital Management
Ohio
$842K +$24.4K +224 +3%
ONB
94
Old National Bancorp
Indiana
$814K -$5.44K -50 -0.7%
BPA
95
Beacon Pointe Advisors
California
$802K -$2.72K -25 -0.3%
JCM
96
Jacobi Capital Management
Pennsylvania
$793K +$3.04K +28 +0.4%
CWA
97
Capital Wealth Alliance
Arizona
$771K +$285K +2,616 +59%
SI
98
Stephens Inc
Arkansas
$763K -$45.2K -416 -6%
SW
99
SVB Wealth
Massachusetts
$761K – – –
OC
100
Oppenheimer & Co
New York
$743K -$41.6K -383 -5%
2 3
4
5 6