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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.04M
4
KAS
4
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
3
IronBridge Private Wealth
Texas
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$623K +$623K +5,017 New
KWM
102
Kingsview Wealth Management
Oregon
$587K – – –
MIM
103
MTM Investment Management
South Carolina
$583K – – –
DWM
104
Doyle Wealth Management
Florida
$582K – – –
FTUS
105
Flow Traders U.S.
New York
$574K -$2.44M -19,679 -81%
CFGS
106
Concourse Financial Group Securities
Alabama
$560K -$144K -1,156 -20%
SWP
107
Stratos Wealth Partners
Ohio
$543K -$2.28M -18,398 -81%
EA
108
Eudaimonia Advisors
Tennessee
$534K +$534K +4,303 New
NFC
109
Northeast Financial Consultants
Connecticut
$528K – – –
Creative Planning
110
Creative Planning
Kansas
$527K -$5.21K -42 -1%
Citigroup
111
Citigroup
New York
$517K -$320K -2,581 -38%
FHA
112
Flagship Harbor Advisors
Massachusetts
$494K +$494K +3,975 New
PWA
113
PCG Wealth Advisors
Kansas
$491K +$491K +3,957 New
IA
114
Insight Advisors
Pennsylvania
$469K +$79K +637 +20%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$468K +$468K +3,769 New
CF
116
Centaurus Financial
California
$456K +$4.71K +38 +1%
LIM
117
Leavell Investment Management
Alabama
$453K – – –
RFWA
118
RPg Family Wealth Advisory
Massachusetts
$436K – – –
SB
119
Strategic Blueprint
Georgia
$435K +$435K +3,500 New
AWM
120
AE Wealth Management
Kansas
$433K +$130K +1,044 +43%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$409K +$223K +1,800 +120%
SWMP
122
Signature Wealth Management Partners
New Jersey
$407K – – –
AF
123
Allworth Financial
California
$405K +$249K +2,007 +160%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$384K – – –
CBFP
125
Cedar Brook Financial Partners
Ohio
$379K +$24.4K +196 +7%
3 4
5
6 7