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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
2
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
4
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
5
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
3
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
4
Wells Fargo
California
$54.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
76
Financial Partners Group (Kansas)
Kansas
$799K -$31.8K -284 -4%
OPS
77
Orion Portfolio Solutions
Nebraska
$795K -$563K -5,035 -41%
BCI
78
Brinker Capital Investments
Pennsylvania
$795K -$563K -5,035 -41%
HW
79
Hancock Whitney
Mississippi
$783K – – –
JCM
80
Jacobi Capital Management
Pennsylvania
$780K +$671 +6 +0.1%
AWA
81
Arkadios Wealth Advisors
Georgia
$767K -$87.2K -780 -10%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$764K -$1.08M -9,659 -59%
HWM
83
HB Wealth Management
Georgia
$754K – – –
SI
84
Stephens Inc
Arkansas
$734K -$22.3K -199 -3%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$717K -$346K -3,091 -33%
WP
86
WealthPLAN Partners
Nebraska
$710K -$14.7K -131 -2%
BCP
87
Blackhawk Capital Partners
Wisconsin
$710K +$25.1K +224 +4%
HI
88
Harbour Investments
Wisconsin
$710K -$144K -1,283 -17%
SG
89
StoneX Group
New York
$706K -$190K -1,694 -21%
PAS
90
Park Avenue Securities
New York
$677K -$494K -4,418 -42%
AWAP
91
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$676K – – –
OC
92
Oppenheimer & Co
New York
$670K +$24.4K +218 +4%
BFA
93
Brendel Financial Advisors
New Hampshire
$664K +$664K +5,938 New
SWAG
94
Spectrum Wealth Advisory Group
California
$663K -$19.8K -177 -3%
BPA
95
Beacon Pointe Advisors
California
$661K -$38.5K -344 -6%
GRP
96
Global Retirement Partners
California
$657K +$53.2K +476 +9%
OCPWS
97
One Charles Private Wealth Services
Massachusetts
$649K -$17K -152 -3%
ONB
98
Old National Bancorp
Indiana
$642K – – –
TWM
99
Tradition Wealth Management
Minnesota
$634K -$10.2K -91 -2%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$627K +$3.8K +34 +0.6%
2 3
4
5 6