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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14M
2
CAN
2
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
3
LPL Financial
California
$70.8M
4
PFG
4
Prosperity Financial Group
California
$4.12M
5
HFP
5
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Truist Financial
4
Truist Financial
North Carolina
$4.04M
5
AWM
5
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$815K -$17.2K -160 -2%
ONB
102
Old National Bancorp
Indiana
$805K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$785K +$323 +3 +0%
BPA
104
Beacon Pointe Advisors
California
$757K -$35.6K -331 -4%
SI
105
Stephens Inc
Arkansas
$755K +$108 +1 +0%
SW
106
SVB Wealth
Massachusetts
$753K – – –
GWP
107
Gateway Wealth Partners
Wisconsin
$743K +$134K +1,248 +22%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$709K +$7.53K +70 +1%
SWAG
109
Spectrum Wealth Advisory Group
California
$705K -$25.8K -240 -4%
AFP
110
Ausdal Financial Partners
Iowa
$699K +$3.66K +34 +0.5%
WWM
111
Western Wealth Management
Colorado
$691K +$11.2K +104 +2%
RJT
112
Raymond James Trust
Florida
$683K – – –
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$675K +$108 +1 +0%
OIA
114
OneDigital Investment Advisors
Kansas
$650K -$20.5K -191 -3%
AWAP
115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$649K – – –
OC
116
Oppenheimer & Co
New York
$649K -$85.8K -798 -12%
SS
117
Sunbelt Securities
Texas
$647K – – –
GWM
118
Geneos Wealth Management
Colorado
$642K – – –
Creative Planning
119
Creative Planning
Kansas
$640K +$62.2K +578 +11%
CFGS
120
Concourse Financial Group Securities
Alabama
$638K +$2.04K +19 +0.3%
TWM
121
Tradition Wealth Management
Minnesota
$621K +$645 +6 +0.1%
SWM
122
SeaCrest Wealth Management
New York
$569K -$1.72K -16 -0.3%
PFA
123
Petra Financial Advisors
Colorado
$550K +$19.9K +185 +4%
PIAS
124
PCA Investment Advisory Services
Ohio
$548K +$548K +5,091 New
PWM
125
Purus Wealth Management
California
$529K -$12.4K -115 -2%
3 4
5
6 7