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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

206 hedge funds and large institutions have $680M invested in First Trust Health Care AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 30 closing their positions.

Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
57
Reduced
69
Closed
30
Calls
$2.28M
Puts
$44M
Net Calls
-$41.7M
Net Calls Change
-$23.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.9M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.37M
4
RJA
4
Raymond James & Associates
Florida
$23M
5
FHC
5
First Heartland Consultants
Missouri
$2.57M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$166M
2
JAWM
2
J. Arnold Wealth Management
Ohio
$730K
3
Barclays
3
Barclays
United Kingdom
$114K
4
DADC
4
D.A. Davidson & Co
Montana
$804K
5
Wells Fargo
5
Wells Fargo
California
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Doyle Wealth Management
Florida
$509K – – –
VFA
102
Voya Financial Advisors
Connecticut
$469K – – –
NFC
103
Northeast Financial Consultants
Connecticut
$462K – – –
JIP
104
Jaffetilchin Investment Partners
Florida
$455K -$497K -4,573 -52%
FHA
105
Flagship Harbor Advisors
Massachusetts
$455K -$286K -2,639 -39%
GTAM
106
Global Trust Asset Management
Florida
$418K -$309K -2,850 -43%
AWM
107
AE Wealth Management
Kansas
$411K -$97.8K -901 -19%
CF
108
Centaurus Financial
California
$400K +$4.02K +37 +1%
LIM
109
Leavell Investment Management
Alabama
$396K – – –
KPWS
110
Kestra Private Wealth Services
Texas
$382K +$105K +966 +38%
SWMP
111
Signature Wealth Management Partners
New Jersey
$364K +$10.8K +100 +3%
JPMPWA
112
J.P. Morgan Private Wealth Advisors
California
$362K – – –
AIM
113
Axiom Investment Management
New York
$342K +$225K +2,070 +192%
HFS
114
Howard Financial Services
Texas
$331K – – –
TA
115
TruWealth Advisors
Louisiana
$326K -$92.4K -851 -22%
CRI
116
Colonial River Investments
Virginia
$326K +$55.9K +514 +21%
IA
117
Insight Advisors
Pennsylvania
$325K +$325K +2,835 New
CBFP
118
Cedar Brook Financial Partners
Ohio
$315K -$6.62K -61 -2%
LI
119
LVZ Inc
Michigan
$299K -$419K -3,866 -58%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
IF
121
Intrua Financial
Texas
$275K -$58K -500 -17%
RIL
122
Rothschild Investment LLC
Illinois
$272K – – –
CFA
123
Cahill Financial Advisors
Minnesota
$267K – – –
EH
124
Equitable Holdings
New York
$267K – – –
TA
125
TFG Advisers
Michigan
$260K -$30.2K -278 -10%
3 4
5
6 7