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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Goldman Sachs
2
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
4
Bank of America
North Carolina
$46.2M
5
NA
5
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
BPA
5
Beacon Pointe Advisors
California
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$663K 6,431 – –
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$659K 6,389 +143 +2%
RJT
103
Raymond James Trust
Florida
$655K 6,349 +420 +7%
SWP
104
Stratos Wealth Partners
Ohio
$639K 6,201 +1,113 +22%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$627K 6,078 +6,078 New
Creative Planning
106
Creative Planning
Kansas
$626K 6,070 +1,950 +47%
AWAP
107
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$623K 6,040 – –
PPW
108
Pinnacle Private Wealth
Massachusetts
$619K 6,002 +24 +0.4%
TWM
109
Tradition Wealth Management
Minnesota
$595K 5,766 – –
CFGS
110
Concourse Financial Group Securities
Alabama
$584K 5,668 +1,236 +28%
SWM
111
SeaCrest Wealth Management
New York
$575K 5,576 – –
Simplex Trading
112
Simplex Trading
Illinois
$574K 5,572 -78 -1%
PSF
113
Pacific Sun Financial
California
$535K 5,185 -30 -0.6%
PWM
114
Purus Wealth Management
California
$523K 5,067 -18 -0.4%
KWM
115
Kingsview Wealth Management
Oregon
$488K 4,729 – –
DWM
116
Doyle Wealth Management
Florida
$483K 4,685 – –
MIM
117
MTM Investment Management
South Carolina
$477K 4,550 -146 -3%
CI
118
CX Institutional
Indiana
$467K 4,529 +4,529 New
BCM
119
Brookstone Capital Management
Illinois
$452K 4,230 +1,470 +53%
NFC
120
Northeast Financial Consultants
Connecticut
$438K 4,250 – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$416K 4,027 +167 +4%
IA
122
Insight Advisors
Pennsylvania
$409K 3,744 -36 -1%
EH
123
Equitable Holdings
New York
$406K 3,942 +1,240 +46%
SG
124
StoneX Group
New York
$395K 3,832 +2,055 +116%
PWA
125
PCG Wealth Advisors
Kansas
$377K 3,657 -200 -5%
3 4
5
6 7