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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

206 hedge funds and large institutions have $680M invested in First Trust Health Care AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
57
Reduced
69
Closed
30
Calls
$2.28M
Puts
$44M
Net Calls
-$41.7M
Net Calls Change
-$23.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$4.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.37M
4
RJA
Raymond James & Associates
Florida
$23M
5
FHC
First Heartland Consultants
Missouri
$2.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$166M
2
JAWM
J. Arnold Wealth Management
Ohio
$730K
3
Barclays
Barclays
United Kingdom
$114K
4
DADC
D.A. Davidson & Co
Montana
$804K
5
Wells Fargo
Wells Fargo
California
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$258K +$5.43K +50 +2%
BJL
127
Brighton Jones LLC
Washington
$252K +$2.83K +26 +1%
DWP
128
Destiny Wealth Partners
Florida
$245K – – –
CW
129
CreativeOne Wealth
Kansas
$236K – – –
BAM
130
Belpointe Asset Management
Nevada
$235K +$1.09K +10 +0.5%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$231K +$65.5K +604 +40%
VVP
132
Venture Visionary Partners
Ohio
$228K – – –
BRC
133
BHF RG Capital
Arizona
$218K – – –
SWP
134
Summit Wealth Partners
Florida
$218K – – –
CCA
135
Clearwater Capital Advisors
Illinois
$217K -$5.43K -50 -2%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$216K +$216K +1,987 New
TSS
137
Two Sigma Securities
New York
$214K +$214K +1,972 New
OBWG
138
Onyx Bridge Wealth Group
New York
$213K – – –
CWS
139
Cypress Wealth Services
California
$212K – – –
IA
140
IFG Advisory
Georgia
$208K -$34.5K -318 -14%
WF
141
Welch & Forbes
Massachusetts
$205K – – –
DBRC
142
D.B. Root & Company
Pennsylvania
$200K -$5.52K -51 -3%
GRP
143
Global Retirement Partners
California
$197K +$3.26K +30 +2%
TCWM
144
Total Clarity Wealth Management
Illinois
$183K +$183K +1,685 New
HWMA
145
Heritage Wealth Management (Arizona)
Arizona
$172K +$172K +1,582 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$167K +$27.2K +251 +19%
VFA
147
Valeo Financial Advisors
Indiana
$151K – – –
CTB
148
Country Trust Bank
Illinois
$148K – – –
HWA
149
HHM Wealth Advisors
Tennessee
$143K – – –
HF
150
Halpern Financial
Virginia
$139K – – –
4 5
6
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