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First Trust Health Care AlphaDEX Fund

251 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
40
Reduced
111
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
76
Stephens Inc
Arkansas
$678K -$5.21K -50 -0.8%
SA
77
Sanctuary Advisors
Indiana
$677K -$278K -2,483 -29%
RIA
78
Regal Investment Advisors
Michigan
$644K -$157K -1,503 -20%
WP
79
WealthPLAN Partners
Nebraska
$639K -$22.3K -214 -3%
AWAP
80
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$629K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$621K -$11.5K -102 -2%
OFS
82
OneAscent Financial Services
Alabama
$618K +$618K +5,935 New
SWAG
83
Spectrum Wealth Advisory Group
California
$601K -$16.1K -155 -3%
BPA
84
Beacon Pointe Advisors
California
$601K -$14.3K -137 -2%
KWA
85
Kingswood Wealth Advisors
California
$599K -$3.15M -30,237 -84%
TWM
86
Tradition Wealth Management
Minnesota
$590K +$416 +4 +0.1%
ONB
87
Old National Bancorp
Indiana
$590K -$7.29K -70 -1%
OC
88
Oppenheimer & Co
New York
$579K -$44.9K -431 -7%
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$574K -$29.7K -285 -5%
PWM
90
Perigon Wealth Management
California
$561K -$21.6K -200 -4%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$557K -$154K -1,482 -22%
WWM
92
Western Wealth Management
Colorado
$552K -$20.2K -194 -4%
CAG
93
Centerpoint Advisory Group
Kansas
$538K +$538K +5,163 New
SPC
94
Sigma Planning Corp
Michigan
$522K -$47.8K -459 -8%
GRP
95
Global Retirement Partners
California
$518K -$93.7K -900 -15%
Creative Planning
96
Creative Planning
Kansas
$514K +$10.4K +100 +2%
NPFS
97
Novak & Powell Financial Services
Florida
$512K
SF
98
Synovus Financial
Georgia
$494K -$39.1K -375 -7%
KWM
99
Kingsview Wealth Management
Oregon
$492K -$2.81K -27 -0.6%
Corient Private Wealth
100
Corient Private Wealth
Florida
$490K -$11.2K -775 -2%