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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$388M
2
PCH
2
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.5M
4
Mariner
4
Mariner
Kansas
$946K
5
AssetMark Inc
5
AssetMark Inc
California
$2.59M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
LPL Financial
2
LPL Financial
California
$55.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
5
Ameriprise
Minnesota
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$617K -$31.7K -306 -5%
OCPWS
102
One Charles Private Wealth Services
Massachusetts
$611K +$611K +5,898 New
OC
103
Oppenheimer & Co
New York
$604K – – –
OIA
104
OneDigital Investment Advisors
Kansas
$603K -$3K -29 -0.5%
TWM
105
Tradition Wealth Management
Minnesota
$595K +$207 +2 +0%
ONB
106
Old National Bancorp
Indiana
$594K – – –
FAM
107
Family Asset Management
South Carolina
$580K – – –
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$576K -$1.76M -17,028 -75%
Creative Planning
109
Creative Planning
Kansas
$576K -$37.4K -361 -6%
NPFS
110
Novak & Powell Financial Services
Florida
$568K +$568K +5,483 New
DWMG
111
DB Wealth Management Group
California
$562K -$392K -3,783 -41%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$555K +$288K +2,785 +108%
GRP
113
Global Retirement Partners
California
$551K +$85.9K +831 +18%
CFD
114
Creative Financial Designs
Indiana
$550K -$141K -1,365 -20%
SWM
115
SeaCrest Wealth Management
New York
$544K -$7.08K -68 -1%
AFG
116
ABLE Financial Group
Arizona
$536K -$102K -983 -16%
SF
117
Synovus Financial
Georgia
$535K -$296K -2,855 -36%
HI
118
Harbour Investments
Wisconsin
$533K -$951K -9,187 -64%
BW
119
Bison Wealth
Georgia
$520K +$2.18K +21 +0.4%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$514K +$4.35K +42 +0.9%
AFP
121
Ausdal Financial Partners
Iowa
$508K -$173K -1,671 -25%
SS
122
Sunbelt Securities
Texas
$508K -$22.7K -219 -4%
KWM
123
Kingsview Wealth Management
Oregon
$499K +$8.91K +86 +2%
PSF
124
Pacific Sun Financial
California
$482K -$1.04K -10 -0.2%
GWM
125
Geneos Wealth Management
Colorado
$451K -$92.3K -891 -17%
3 4
5
6 7