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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
2
Prospera Financial Services
Texas
$2.52M
3
Jane Street
3
Jane Street
New York
$2.27M
4
RVPG
4
Relative Value Partners Group
$1.07M
5
AssetMark Inc
5
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Wells Fargo
3
Wells Fargo
California
$55.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
101
Tradition Wealth Management
Minnesota
$602K +$418 +4 +0.1%
ONB
102
Old National Bancorp
Indiana
$600K – – –
FAM
103
Family Asset Management
South Carolina
$585K – – –
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$583K +$27.1K +259 +5%
LMKC
105
L.M. Kohn & Company
Ohio
$579K +$3.14K +30 +0.5%
PWM
106
Perigon Wealth Management
California
$565K -$50.1K -479 -8%
GRP
107
Global Retirement Partners
California
$564K +$16.1K +154 +3%
SPC
108
Sigma Planning Corp
Michigan
$563K +$19.2K +184 +4%
NPFS
109
Novak & Powell Financial Services
Florida
$563K – – –
AWM
110
Apollon Wealth Management
South Carolina
$550K +$15.6K +149 +3%
BW
111
Bison Wealth
Georgia
$549K – – –
SWM
112
SeaCrest Wealth Management
New York
$546K +$314 +3 +0.1%
AFG
113
ABLE Financial Group
Arizona
$531K +$20.3K +194 +4%
Creative Planning
114
Creative Planning
Kansas
$515K +$15.6K +149 +3%
SF
115
Synovus Financial
Georgia
$512K -$27.8K -266 -5%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$509K +$30.9K +296 +6%
KWM
117
Kingsview Wealth Management
Oregon
$497K +$2.72K +26 +0.5%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$484K -$209 -2 -0%
GM
119
GeoWealth Management
Illinois
$483K +$54.4K +520 +13%
DC
120
Davenport & Co
Virginia
$482K +$2.4K +23 +0.5%
PSF
121
Pacific Sun Financial
California
$458K -$12.5K -120 -3%
GA
122
GoalVest Advisory
New York
$458K – – –
GPW
123
Gentry Private Wealth
Kansas
$458K +$458K +4,383 New
IA
124
Insight Advisors
Pennsylvania
$452K +$8.89K +85 +2%
MFG
125
Mosaic Financial Group
Illinois
$449K – – –
3 4
5
6 7