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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.6M
2
CAN
2
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
4
AssetMark Inc
California
$1.61M
5
TCM
5
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$56.1M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
76
Davenport & Co
Virginia
$1.02M +$28.3K +291 +3%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$991K +$60.9K +627 +7%
FTUS
78
Flow Traders U.S.
New York
$976K +$976K +10,050 New
LSPW
79
Lake Street Private Wealth
Illinois
$960K -$1.47K -15 -0.2%
PFS
80
Prospera Financial Services
Texas
$939K -$2.82K -29 -0.3%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$920K -$131K -1,440 -12%
WP
82
WealthPLAN Partners
Nebraska
$918K – – –
SB
83
Strategic Blueprint
Georgia
$906K +$139K +1,431 +18%
PAS
84
Park Avenue Securities
New York
$905K +$905K +9,314 New
CI
85
CX Institutional
Indiana
$897K +$897K +9,232 New
EA
86
Eudaimonia Advisors
Tennessee
$897K -$682K -7,021 -43%
DWMG
87
DB Wealth Management Group
California
$895K -$143K -1,475 -14%
SAM
88
SignalPoint Asset Management
Missouri
$887K -$19.2K -198 -2%
SWP
89
Stratos Wealth Partners
Ohio
$882K +$17K +175 +2%
OPS
90
Orion Portfolio Solutions
Nebraska
$823K +$176K +1,813 +27%
BCI
91
Brinker Capital Investments
Pennsylvania
$823K +$176K +1,813 +27%
LFAS
92
Level Four Advisory Services
Texas
$822K -$304K -3,133 -27%
RPGK
93
Retirement Planning Group (Kansas)
Kansas
$806K – – –
SF
94
Synovus Financial
Georgia
$780K +$24.1K +248 +3%
AWA
95
Arkadios Wealth Advisors
Georgia
$773K -$86.1K -886 -10%
EP
96
Eudaimonia Partners
Tennessee
$766K -$522K -5,371 -41%
BCP
97
Blackhawk Capital Partners
Wisconsin
$750K -$9.52K -98 -1%
FHA
98
Flagship Harbor Advisors
Massachusetts
$743K -$19.8K -204 -3%
BPA
99
Beacon Pointe Advisors
California
$736K +$11.8K +121 +2%
MCM
100
MAI Capital Management
Ohio
$714K – – –
2 3
4
5 6