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First Trust Health Care AlphaDEX Fund

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
101
Family Asset Management
South Carolina
$626K
WWM
102
Western Wealth Management
Colorado
$615K -$37.7K -337 -6%
SPC
103
Sigma Planning Corp
Michigan
$612K +$9.4K +84 +2%
PWM
104
Perigon Wealth Management
California
$604K +$112 +1 +0%
SWM
105
SeaCrest Wealth Management
New York
$585K +$224 +2 +0%
SF
106
Synovus Financial
Georgia
$572K +$23.8K +213 +4%
AFG
107
ABLE Financial Group
Arizona
$556K -$12.5K -112 -2%
NPFS
108
Novak & Powell Financial Services
Florida
$550K -$51.8K -463 -9%
Creative Planning
109
Creative Planning
Kansas
$541K -$9.62K -86 -2%
BW
110
Bison Wealth
Georgia
$540K -$20.2K -181 -4%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$539K -$6.26K -56 -1%
WEG
112
World Equity Group
Illinois
$538K +$538K +4,806 New
KWM
113
Kingsview Wealth Management
Oregon
$532K
DC
114
Davenport & Co
Virginia
$527K +$11.4K +102 +2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$518K
GVAG
116
Great Valley Advisor Group
Delaware
$502K +$27.4K +245 +6%
GWM
117
Geneos Wealth Management
Colorado
$498K +$106K +950 +27%
GA
118
GoalVest Advisory
New York
$490K
GPW
119
Gentry Private Wealth
Kansas
$490K
IA
120
Insight Advisors
Pennsylvania
$484K +$447 +4 +0.1%
MFG
121
Mosaic Financial Group
Illinois
$481K
PSF
122
Pacific Sun Financial
California
$480K -$10.1K -90 -2%
LMKC
123
L.M. Kohn & Company
Ohio
$475K -$145K -1,296 -23%
AWM
124
Apollon Wealth Management
South Carolina
$461K -$128K -1,143 -22%
NFC
125
Northeast Financial Consultants
Connecticut
$453K