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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
3
Waverly Advisors
Alabama
$3.1M
4
NA
4
Navellier & Associates
Nevada
$3.02M
5
CA
5
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.12M
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
76
NewEdge Wealth
Pennsylvania
$1.02M +$208 +2 +0%
PFS
77
Prospera Financial Services
Texas
$1M -$110 -1 -0%
SAM
78
SignalPoint Asset Management
Missouri
$999K -$1.1K -10 -0.1%
FPGK
79
Financial Partners Group (Kansas)
Kansas
$975K -$47.7K -435 -5%
SWP
80
Stratos Wealth Partners
Ohio
$972K -$112K -1,023 -10%
WP
81
WealthPLAN Partners
Nebraska
$912K -$25.9K -236 -3%
RPGK
82
Retirement Planning Group (Kansas)
Kansas
$910K – – –
OFS
83
OneAscent Financial Services
Alabama
$888K +$119K +1,088 +16%
HI
84
Harbour Investments
Wisconsin
$883K +$318K +2,904 +56%
Mariner
85
Mariner
Kansas
$877K -$124K -1,136 -12%
LFAS
86
Level Four Advisory Services
Texas
$856K – – –
AWA
87
Arkadios Wealth Advisors
Georgia
$837K -$10.4K -95 -1%
MCM
88
MAI Capital Management
Ohio
$806K +$110 +1 +0%
EP
89
Eudaimonia Partners
Tennessee
$779K +$28.5K +260 +4%
JCM
90
Jacobi Capital Management
Pennsylvania
$775K +$1.43K +13 +0.2%
Jane Street
91
Jane Street
New York
$769K +$769K +7,020 New
HW
92
Hancock Whitney
Mississippi
$767K – – –
BPA
93
Beacon Pointe Advisors
California
$753K +$438 +4 +0.1%
TCM
94
Triumph Capital Management
Colorado
$744K -$351K -3,233 -32%
SI
95
Stephens Inc
Arkansas
$741K +$5.26K +48 +0.7%
SWAG
96
Spectrum Wealth Advisory Group
California
$707K +$110 +1 +0%
GVAG
97
Great Valley Advisor Group
Delaware
$705K +$46.7K +426 +7%
JIP
98
Jaffetilchin Investment Partners
Florida
$700K +$700K +6,390 New
BCP
99
Blackhawk Capital Partners
Wisconsin
$687K -$61.7K -563 -8%
FHA
100
Flagship Harbor Advisors
Massachusetts
$669K -$122K -1,110 -15%
2 3
4
5 6