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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

213 hedge funds and large institutions have $793M invested in First Trust Health Care AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
-3
Holders Change %
-1.39%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
65
Reduced
66
Closed
16
Calls
$1.38M
Puts
$5.18M
Net Calls
-$3.8M
Net Calls Change
-$4.77M

Top Buyers

1
IPW
1
IronBridge Private Wealth
Texas
$8.23M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$7.44M
3
UBS Group
3
UBS Group
Switzerland
$42.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$6.22M
5
SMF
5
Sterling Manor Financial
New York
$5.21M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.41M
4
Citigroup
4
Citigroup
New York
$803K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$674K 5,662 +417 +8%
P
102
&Partners
Tennessee
$661K 5,556 -97 -2%
MOS
103
MGO One Seven
Ohio
$624K 5,162 -916 -15%
PSF
104
Pacific Sun Financial
California
$612K 5,140 +5,140 New
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$599K 5,032 +172 +4%
HI
106
Harbour Investments
Wisconsin
$581K 4,882 +552 +13%
Barclays
107
Barclays
United Kingdom
$578K 4,852 -9,223 -66%
KWM
108
Kingsview Wealth Management
Oregon
$563K 4,729 – –
MIM
109
MTM Investment Management
South Carolina
$559K 4,696 – –
DWM
110
Doyle Wealth Management
Florida
$558K 4,685 – –
Creative Planning
111
Creative Planning
Kansas
$510K 4,287 -420 -9%
NFC
112
Northeast Financial Consultants
Connecticut
$506K 4,250 – –
LIM
113
Leavell Investment Management
Alabama
$434K 3,648 – –
CF
114
Centaurus Financial
California
$433K 3,638 -8 -0.2%
RFWA
115
RPg Family Wealth Advisory
Massachusetts
$418K 3,512 – –
SWMP
116
Signature Wealth Management Partners
New Jersey
$390K 3,280 -75 -2%
IA
117
Insight Advisors
Pennsylvania
$382K 3,143 +476 +18%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$368K 3,089 +703 +29%
MW
119
Marks Wealth
Maryland
$345K 2,896 +2,896 New
CBFP
120
Cedar Brook Financial Partners
Ohio
$340K 2,853 -29 -1%
AIC
121
Ameritas Investment Company
Nebraska
$317K 2,663 +209 +9%
RIL
122
Rothschild Investment LLC
Illinois
$298K 2,500 – –
CFA
123
Cahill Financial Advisors
Minnesota
$293K 2,461 – –
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$293K 2,461 – –
AWM
125
AE Wealth Management
Kansas
$291K 2,444 -1,251 -34%
3 4
5
6 7