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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
NA
2
Navellier & Associates
Nevada
$7.83M
3
FEM
3
Fulcrum Equity Management
Texas
$5.75M
4
RIA
4
Regal Investment Advisors
Michigan
$5.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$35.3M
2
Wells Fargo
2
Wells Fargo
California
$75.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$973K
4
Bank of America
4
Bank of America
North Carolina
$48.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$569K 4,860 +1,530 +46%
KWM
102
Kingsview Wealth Management
Oregon
$560K 4,729 -21 -0.4%
Creative Planning
103
Creative Planning
Kansas
$551K 4,707 -67 -1%
MIM
104
MTM Investment Management
South Carolina
$550K 4,696 -7 -0.1%
DWM
105
Doyle Wealth Management
Florida
$549K 4,685 – –
GTAM
106
Global Trust Asset Management
Florida
$545K 4,650 +800 +21%
HI
107
Harbour Investments
Wisconsin
$507K 4,330 -3,914 -47%
NFC
108
Northeast Financial Consultants
Connecticut
$498K 4,250 – –
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$478K 4,085 -2,531 -38%
FTUS
110
Flow Traders U.S.
New York
$469K 4,002 -2,386 -37%
AWM
111
AE Wealth Management
Kansas
$433K 3,695 -91 -2%
CF
112
Centaurus Financial
California
$427K 3,646 -35 -1%
RFWA
113
RPg Family Wealth Advisory
Massachusetts
$411K 3,512 +3,512 New
LIM
114
Leavell Investment Management
Alabama
$396K 3,648 – –
SWMP
115
Signature Wealth Management Partners
New Jersey
$393K 3,355 – –
CBFP
116
Cedar Brook Financial Partners
Ohio
$338K 2,882 -22 -0.8%
IA
117
Insight Advisors
Pennsylvania
$326K 2,667 -168 -6%
AIC
118
Ameritas Investment Company
Nebraska
$302K 2,454 +2,340 +2,053%
CRI
119
Colonial River Investments
Virginia
$300K 2,561 -436 -15%
BAM
120
Belpointe Asset Management
Nevada
$297K 2,529 +365 +17%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$296K 2,531 – –
BA
122
Ballew Advisors
Mississippi
$293K 2,484 -2,494 -50%
RIL
123
Rothschild Investment LLC
Illinois
$293K 2,500 – –
CFA
124
Cahill Financial Advisors
Minnesota
$288K 2,461 – –
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$288K 2,461 +2,461 New
3 4
5
6 7