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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
101
Spectrum Wealth Advisory Group
California
$739K – – –
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$710K +$14.9K +137 +2%
AFP
103
Ausdal Financial Partners
Iowa
$703K -$48.1K -442 -6%
UCFA
104
United Capital Financial Advisors
Texas
$699K -$21.7K -200 -3%
RJT
105
Raymond James Trust
Florida
$690K – – –
WWM
106
Western Wealth Management
Colorado
$688K -$688K -6,327 -50%
SWP
107
Stratos Wealth Partners
Ohio
$684K +$16K +147 +2%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$682K +$109 +1 +0%
OIA
109
OneDigital Investment Advisors
Kansas
$678K -$176K -1,615 -21%
SS
110
Sunbelt Securities
Texas
$664K -$4.89K -45 -0.7%
MOS
111
MGO One Seven
Ohio
$664K -$87.5K -805 -12%
EH
112
Equitable Holdings
New York
$661K -$52.3K -481 -7%
AWAP
113
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$657K – – –
GWM
114
Geneos Wealth Management
Colorado
$649K – – –
CFGS
115
Concourse Financial Group Securities
Alabama
$643K -$33.7K -310 -5%
TWM
116
Tradition Wealth Management
Minnesota
$628K +$544 +5 +0.1%
GWP
117
Gateway Wealth Partners
Wisconsin
$616K +$616K +5,662 New
Creative Planning
118
Creative Planning
Kansas
$584K +$217 +2 +0%
SWM
119
SeaCrest Wealth Management
New York
$577K +$7.07K +65 +1%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$556K +$65.3K +599 +13%
PWM
121
Purus Wealth Management
California
$548K -$1.96K -18 -0.4%
PFA
122
Petra Financial Advisors
Colorado
$537K +$537K +4,937 New
AAS
123
Ameritas Advisory Services
Nebraska
$516K +$202K +1,854 +64%
KWM
124
Kingsview Wealth Management
Oregon
$514K – – –
PSF
125
Pacific Sun Financial
California
$508K -$52.2K -480 -9%
3 4
5
6 7