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First Trust Health Care AlphaDEX Fund

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
126
Intercontinental Wealth Advisors
Texas
$282K +$282K +2,410 New
AIM
127
Axiom Investment Management
New York
$281K -$87.8K -750 -24%
TA
128
TFG Advisers
Michigan
$280K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$279K +$30.1K +257 +12%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$278K
BJL
131
Brighton Jones LLC
Washington
$272K +$702 +6 +0.3%
EH
132
Equitable Holdings
New York
$267K -$21K -179 -7%
OBWG
133
Onyx Bridge Wealth Group
New York
$267K +$36.5K +310 +16%
DWP
134
Destiny Wealth Partners
Florida
$265K
IF
135
Intrua Financial
Texas
$262K -$23.9K -198 -8%
JIP
136
Jaffetilchin Investment Partners
Florida
$256K -$235K -2,005 -48%
CW
137
CreativeOne Wealth
Kansas
$255K
VVP
138
Venture Visionary Partners
Ohio
$246K
1W
139
1776 Wealth
Georgia
$246K +$246K +2,103 New
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$236K +$3.16K +27 +1%
BRC
141
BHF RG Capital
Arizona
$235K
SWP
142
Summit Wealth Partners
Florida
$235K
CCA
143
Clearwater Capital Advisors
Illinois
$234K
HFS
144
Howard Financial Services
Texas
$228K -$129K -1,100 -36%
WF
145
Welch & Forbes
Massachusetts
$222K
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$217K +$145K +1,230 +199%
KA
147
Kovack Advisors
Florida
$217K +$217K +1,854 New
TA
148
TruWealth Advisors
Louisiana
$215K -$137K -1,171 -39%
DBRC
149
D.B. Root & Company
Pennsylvania
$215K -$583 -5 -0.3%
GRP
150
Global Retirement Partners
California
$212K