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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$388M
2
PCH
2
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.5M
4
Mariner
4
Mariner
Kansas
$946K
5
AssetMark Inc
5
AssetMark Inc
California
$2.59M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
LPL Financial
2
LPL Financial
California
$55.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
5
Ameriprise
Minnesota
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$946K +$946K +9,136 New
PFS
77
Prospera Financial Services
Texas
$946K -$54.1K -522 -5%
SAM
78
SignalPoint Asset Management
Missouri
$944K – – –
WP
79
WealthPLAN Partners
Nebraska
$886K -$92.1K -889 -9%
RPGK
80
Retirement Planning Group (Kansas)
Kansas
$859K – – –
EA
81
Eudaimonia Advisors
Tennessee
$859K -$96.5K -932 -10%
LFAS
82
Level Four Advisory Services
Texas
$856K -$19.9K -192 -2%
AWA
83
Arkadios Wealth Advisors
Georgia
$801K -$23.3K -225 -3%
Renaissance Technologies
84
Renaissance Technologies
New York
$797K +$290K +2,800 +57%
MCM
85
MAI Capital Management
Ohio
$761K – – –
PWM
86
Perigon Wealth Management
California
$749K -$927K -8,954 -55%
FHA
87
Flagship Harbor Advisors
Massachusetts
$747K -$45K -435 -6%
JCM
88
Jacobi Capital Management
Pennsylvania
$731K -$12.8K -124 -2%
JAWM
89
J. Arnold Wealth Management
Ohio
$729K – – –
OFS
90
OneAscent Financial Services
Alabama
$727K +$87.9K +848 +14%
HW
91
Hancock Whitney
Mississippi
$725K +$725K +7,000 New
BPA
92
Beacon Pointe Advisors
California
$711K -$73.6K -711 -9%
EP
93
Eudaimonia Partners
Tennessee
$709K -$107K -1,033 -13%
BCP
94
Blackhawk Capital Partners
Wisconsin
$707K -$92.8K -896 -12%
SI
95
Stephens Inc
Arkansas
$695K -$23.5K -227 -3%
Citadel Advisors
96
Citadel Advisors
Florida
$685K +$495K +4,783 +261%
SWAG
97
Spectrum Wealth Advisory Group
California
$668K -$10.5K -101 -2%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$630K +$229K +2,207 +57%
AWAP
99
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$625K – – –
GVAG
100
Great Valley Advisor Group
Delaware
$622K +$229K +2,210 +58%
2 3
4
5 6