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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
2
Prospera Financial Services
Texas
$2.52M
3
Jane Street
3
Jane Street
New York
$2.27M
4
RVPG
4
Relative Value Partners Group
$1.07M
5
AssetMark Inc
5
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Wells Fargo
3
Wells Fargo
California
$55.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$935K -$492K -4,707 -34%
SWP
77
Stratos Wealth Partners
Ohio
$900K -$27K -258 -3%
QCM
78
Quantinno Capital Management
New York
$894K +$341K +3,259 +62%
LFAS
79
Level Four Advisory Services
Texas
$872K +$7.84K +75 +0.9%
RPGK
80
Retirement Planning Group (Kansas)
Kansas
$868K – – –
SG
81
StoneX Group
New York
$836K -$219K -2,095 -21%
SA
82
Sanctuary Advisors
Indiana
$831K +$831K +8,047 New
Mariner
83
Mariner
Kansas
$819K -$17.6K -168 -2%
AWA
84
Arkadios Wealth Advisors
Georgia
$799K – – –
HI
85
Harbour Investments
Wisconsin
$797K -$44.9K -430 -5%
FPGK
86
Financial Partners Group (Kansas)
Kansas
$776K -$154K -1,469 -17%
MCM
87
MAI Capital Management
Ohio
$766K -$2.4K -23 -0.3%
HW
88
Hancock Whitney
Mississippi
$732K – – –
JCM
89
Jacobi Capital Management
Pennsylvania
$728K -$10.8K -103 -1%
SI
90
Stephens Inc
Arkansas
$707K – – –
HWM
91
HB Wealth Management
Georgia
$704K +$334K +3,200 +90%
TCM
92
Triumph Capital Management
Colorado
$684K -$30.7K -294 -4%
WP
93
WealthPLAN Partners
Nebraska
$677K -$192K -1,841 -22%
BPA
94
Beacon Pointe Advisors
California
$653K -$64.7K -619 -9%
BCP
95
Blackhawk Capital Partners
Wisconsin
$640K -$14.8K -142 -2%
SWAG
96
Spectrum Wealth Advisory Group
California
$638K -$36.3K -347 -5%
AWAP
97
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$631K – – –
OCPWS
98
One Charles Private Wealth Services
Massachusetts
$622K +$5.54K +53 +0.9%
WWM
99
Western Wealth Management
Colorado
$610K -$7.42K -71 -1%
OC
100
Oppenheimer & Co
New York
$603K -$10.7K -102 -2%
2 3
4
5 6