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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14M
2
CAN
2
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
3
LPL Financial
California
$70.8M
4
PFG
4
Prosperity Financial Group
California
$4.12M
5
HFP
5
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Truist Financial
4
Truist Financial
North Carolina
$4.04M
5
AWM
5
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
76
Financial Partners Group (Kansas)
Kansas
$1.36M -$5.91K -55 -0.4%
WI
77
Wintrust Investments
Illinois
$1.34M +$89.8K +835 +7%
Jane Street
78
Jane Street
New York
$1.28M +$1.28M +11,900 New
CS
79
Comerica Securities
Michigan
$1.26M +$136K +1,268 +12%
LFAS
80
Level Four Advisory Services
Texas
$1.25M +$355K +3,304 +40%
DWMG
81
DB Wealth Management Group
California
$1.25M -$18.8K -175 -1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.21M +$886K +8,239 +273%
AI
83
Atria Investments
North Carolina
$1.16M +$1.16M +10,808 New
LSPW
84
Lake Street Private Wealth
Illinois
$1.15M -$26.9K -250 -2%
SF
85
Synovus Financial
Georgia
$1.08M +$127K +1,185 +13%
WP
86
WealthPLAN Partners
Nebraska
$1.03M -$14.1K -131 -1%
AWA
87
Arkadios Wealth Advisors
Georgia
$1.02M +$323 +3 +0%
PFS
88
Prospera Financial Services
Texas
$1.02M +$54.6K +507 +6%
SAM
89
SignalPoint Asset Management
Missouri
$1M -$4.09K -38 -0.4%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$976K -$53.8K -501 -5%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$966K +$660K +6,137 +215%
VWA
92
Visionary Wealth Advisors
Illinois
$948K +$662K +6,154 +231%
DC
93
Davenport & Co
Virginia
$935K +$499K +4,645 +115%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$913K +$913K +8,488 New
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$900K – – –
FHA
96
Flagship Harbor Advisors
Massachusetts
$894K -$34.2K -318 -4%
BCP
97
Blackhawk Capital Partners
Wisconsin
$878K +$878K +8,162 New
SWP
98
Stratos Wealth Partners
Ohio
$868K +$191K +1,773 +28%
MFG
99
Merit Financial Group
Georgia
$851K +$851K +7,918 New
CFD
100
Creative Financial Designs
Indiana
$832K -$196K -1,820 -19%
2 3
4
5 6