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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.6M
2
CAN
2
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
4
AssetMark Inc
California
$1.61M
5
TCM
5
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$56.1M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
101
Jacobi Capital Management
Pennsylvania
$698K +$2.62K +27 +0.4%
JAWM
102
J. Arnold Wealth Management
Ohio
$684K -$23M -236,512 -97%
SW
103
SVB Wealth
Massachusetts
$680K – – –
SI
104
Stephens Inc
Arkansas
$674K – – –
CFD
105
Creative Financial Designs
Indiana
$648K -$109K -1,124 -14%
TSS
106
Two Sigma Securities
New York
$646K +$646K +6,652 New
AFP
107
Ausdal Financial Partners
Iowa
$639K -$4.28K -44 -0.7%
SWAG
108
Spectrum Wealth Advisory Group
California
$636K – – –
KDA
109
Kraft Davis & Associates
Missouri
$622K – – –
WWM
110
Western Wealth Management
Colorado
$608K -$1.36K -14 -0.2%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$601K -$19.4K -200 -3%
OFS
112
OneAscent Financial Services
Alabama
$599K -$12.5K -129 -2%
AFG
113
ABLE Financial Group
Arizona
$598K +$46.3K +476 +8%
AWAP
114
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$587K – – –
Creative Planning
115
Creative Planning
Kansas
$576K +$35.1K +361 +6%
OIA
116
OneDigital Investment Advisors
Kansas
$569K -$8.16K -84 -1%
OC
117
Oppenheimer & Co
New York
$566K -$6.51K -67 -1%
TWM
118
Tradition Wealth Management
Minnesota
$558K -$3.69K -38 -0.7%
ONB
119
Old National Bancorp
Indiana
$557K -$170K -1,745 -23%
FAM
120
Family Asset Management
South Carolina
$544K – – –
SWM
121
SeaCrest Wealth Management
New York
$514K +$97 +1 +0%
GWM
122
Geneos Wealth Management
Colorado
$510K -$72.1K -742 -12%
SS
123
Sunbelt Securities
Texas
$498K -$6.41K -66 -1%
CFGS
124
Concourse Financial Group Securities
Alabama
$487K -$28.5K -293 -6%
BW
125
Bison Wealth
Georgia
$486K +$4.96K +51 +1%
3 4
5
6 7