FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

223 hedge funds and large institutions have $753M invested in First Trust Health Care AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+24
Holders Change %
+12.06%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
55
Reduced
67
Closed
16
Calls
$1.96M
Puts
$20.5M
Net Calls
-$18.5M
Net Calls Change
+$16M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$10.1M
2
JAWM
J. Arnold Wealth Management
Ohio
+$7.1M
3
NA
Navellier & Associates
Nevada
+$5.9M
4
FEM
Fulcrum Equity Management
Texas
+$5.12M
5
RIA
Regal Investment Advisors
Michigan
+$4.73M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
2
FEG
Financial Enhancement Group
Indiana
-$6.47M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.17M
5
RJA
Raymond James & Associates
Florida
-$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$676K -$46.8K -434 -6%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$675K -$18.6K -173 -3%
CAS
103
Coppell Advisory Solutions
Texas
$613K +$613K +5,692 New
P
104
&Partners
Tennessee
$597K +$18.4K +171 +3%
FFN
105
Focus Financial Network
Minnesota
$585K +$81.7K +758 +16%
SF
106
Synovus Financial
Georgia
$567K +$14.9K +138 +3%
CFGS
107
Concourse Financial Group Securities
Alabama
$550K +$3.02K +28 +0.6%
MIM
108
MTM Investment Management
South Carolina
$507K +$507K +4,703 New
AWM
109
AE Wealth Management
Kansas
$505K -$34.6K -321 -6%
DWM
110
Doyle Wealth Management
Florida
$505K -$5.39K -50 -1%
Creative Planning
111
Creative Planning
Kansas
$504K -$3.56K -33 -0.7%
VFA
112
Voya Financial Advisors
Connecticut
$468K – – –
WEC
113
Winslow Evans & Crocker
Massachusetts
$467K +$293K +2,720 +169%
NFC
114
Northeast Financial Consultants
Connecticut
$458K – – –
Citadel Advisors
115
Citadel Advisors
Florida
$437K -$19.3M -178,655 -98%
TA
116
TruWealth Advisors
Louisiana
$415K +$415K +3,854 New
CF
117
Centaurus Financial
California
$393K -$1.4K -13 -0.4%
LIM
118
Leavell Investment Management
Alabama
$393K – – –
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$381K – – –
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$359K – – –
KP
121
Keel Point
Alabama
$354K – – –
SWMP
122
Signature Wealth Management Partners
New Jersey
$351K +$351K +3,255 New
OIA
123
OneDigital Investment Advisors
Kansas
$350K +$82.4K +765 +31%
HFS
124
Howard Financial Services
Texas
$329K +$329K +3,050 New
CBFP
125
Cedar Brook Financial Partners
Ohio
$320K +$1.4K +13 +0.4%
3 4
5
6 7