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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
3
Waverly Advisors
Alabama
$3.1M
4
NA
4
Navellier & Associates
Nevada
$3.02M
5
CA
5
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.12M
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAP
101
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$662K – – –
WWM
102
Western Wealth Management
Colorado
$647K -$5.37K -49 -0.8%
OCPWS
103
One Charles Private Wealth Services
Massachusetts
$646K – – –
PWM
104
Perigon Wealth Management
California
$644K -$149K -1,357 -19%
OC
105
Oppenheimer & Co
New York
$644K +$5.26K +48 +0.8%
TWM
106
Tradition Wealth Management
Minnesota
$630K +$1.1K +10 +0.2%
ONB
107
Old National Bancorp
Indiana
$629K – – –
FAM
108
Family Asset Management
South Carolina
$614K – – –
LMKC
109
L.M. Kohn & Company
Ohio
$604K +$219K +1,995 +57%
NPFS
110
Novak & Powell Financial Services
Florida
$590K -$11K -100 -2%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$583K +$39K +356 +7%
QCM
112
Quantinno Capital Management
New York
$580K +$580K +5,293 New
GRP
113
Global Retirement Partners
California
$575K -$9.97K -91 -2%
SWM
114
SeaCrest Wealth Management
New York
$573K +$219 +2 +0%
SPC
115
Sigma Planning Corp
Michigan
$570K +$570K +5,201 New
SF
116
Synovus Financial
Georgia
$567K +$110 +1 +0%
AWM
117
Apollon Wealth Management
South Carolina
$560K +$320K +2,921 +133%
BW
118
Bison Wealth
Georgia
$549K -$877 -8 -0.2%
AFP
119
Ausdal Financial Partners
Iowa
$536K -$1.86K -17 -0.3%
AFG
120
ABLE Financial Group
Arizona
$536K -$31.1K -284 -5%
Creative Planning
121
Creative Planning
Kansas
$523K -$86.6K -790 -14%
KWM
122
Kingsview Wealth Management
Oregon
$518K -$9.43K -86 -2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$508K -$80.3K -733 -14%
DC
124
Davenport & Co
Virginia
$503K +$99.3K +906 +25%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$501K +$86.8K +792 +21%
3 4
5
6 7