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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
3
Jane Street
New York
$5.91M
4
CAS
4
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
5
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$62.4M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$7.4M
4
WQ
4
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
101
SVB Wealth
Massachusetts
$758K – – –
SI
102
Stephens Inc
Arkansas
$752K -$8.66K -80 -1%
CA
103
CoreCap Advisors
Michigan
$731K +$731K +6,746 New
OPS
104
Orion Portfolio Solutions
Nebraska
$721K +$317K +2,928 +79%
BCI
105
Brinker Capital Investments
Pennsylvania
$721K +$317K +2,928 +79%
AFP
106
Ausdal Financial Partners
Iowa
$717K +$12.7K +117 +2%
SWAG
107
Spectrum Wealth Advisory Group
California
$709K -$1.3K -12 -0.2%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$692K -$22.7K -210 -3%
KDA
109
Kraft Davis & Associates
Missouri
$684K +$684K +6,519 New
OFS
110
OneAscent Financial Services
Alabama
$682K +$224K +2,070 +49%
WWM
111
Western Wealth Management
Colorado
$680K -$16.6K -153 -2%
AWAP
112
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$654K – – –
GWM
113
Geneos Wealth Management
Colorado
$649K +$2.28K +21 +0.4%
OIA
114
OneDigital Investment Advisors
Kansas
$643K -$11.3K -104 -2%
OC
115
Oppenheimer & Co
New York
$638K -$15.1K -139 -2%
TWM
116
Tradition Wealth Management
Minnesota
$626K +$217 +2 +0%
AFG
117
ABLE Financial Group
Arizona
$615K +$122K +1,128 +25%
FAM
118
Family Asset Management
South Carolina
$607K +$607K +5,600 New
Creative Planning
119
Creative Planning
Kansas
$603K -$42K -388 -7%
RJT
120
Raymond James Trust
Florida
$586K -$102K -943 -15%
CFGS
121
Concourse Financial Group Securities
Alabama
$575K -$67.7K -625 -11%
SWM
122
SeaCrest Wealth Management
New York
$573K +$108 +1 +0%
SS
123
Sunbelt Securities
Texas
$562K -$99.4K -918 -15%
Two Sigma Investments
124
Two Sigma Investments
New York
$552K +$552K +5,100 New
BW
125
Bison Wealth
Georgia
$536K +$536K +4,947 New
3 4
5
6 7