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First Trust Health Care AlphaDEX Fund

251 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
40
Reduced
111
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
101
StoneX Group
New York
$487K -$170K -1,632 -26%
BW
102
Bison Wealth
Georgia
$485K -$18.2K -175 -4%
KA
103
Kovack Advisors
Florida
$484K +$229K +2,200 +90%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$481K -$521 -5 -0.1%
RA
105
RFG Advisory
Alabama
$479K +$175K +1,676 +57%
IAIM
106
International Assets Investment Management
Florida
$466K +$466K +4,467 New
SWM
107
SeaCrest Wealth Management
New York
$464K -$80.7K -775 -15%
P
108
&Partners
Tennessee
$459K +$100K +958 +28%
GA
109
GoalVest Advisory
New York
$456K
GVAG
110
Great Valley Advisor Group
Delaware
$456K -$10.9K -105 -2%
PA
111
PFG Advisors
Arizona
$452K +$452K +4,336 New
MFG
112
Mosaic Financial Group
Illinois
$448K
GWM
113
Geneos Wealth Management
Colorado
$444K -$19.4K -186 -4%
HI
114
Harbour Investments
Wisconsin
$443K -$218K -2,091 -33%
AFG
115
ABLE Financial Group
Arizona
$442K -$75.6K -726 -15%
IA
116
Insight Advisors
Pennsylvania
$436K -$13.5K -130 -3%
PSF
117
Pacific Sun Financial
California
$434K -$13K -125 -3%
NW
118
NewEdge Wealth
Pennsylvania
$424K -$558K -5,359 -57%
PVI
119
Pine Valley Investments
New Jersey
$423K +$19.7K +189 +5%
NFC
120
Northeast Financial Consultants
Connecticut
$422K
BRWA
121
B. Riley Wealth Advisors
Florida
$414K -$9.27K -89 -2%
LSIA
122
LaSalle St. Investment Advisors
Illinois
$395K +$395K +3,798 New
AI
123
Atria Investments
North Carolina
$384K -$807K -7,751 -68%
DC
124
Davenport & Co
Virginia
$374K -$117K -1,119 -24%
MOS
125
MGO One Seven
Ohio
$368K +$11.4K +109 +3%