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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

213 hedge funds and large institutions have $793M invested in First Trust Health Care AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-3
Holders Change %
-1.39%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
65
Reduced
66
Closed
16
Calls
$1.38M
Puts
$5.18M
Net Calls
-$3.8M
Net Calls Change
-$4.77M

Top Buyers

1
IPW
IronBridge Private Wealth
Texas
$8.23M
2
BFA
Beaumont Financial Advisors
Massachusetts
$7.44M
3
UBS Group
UBS Group
Switzerland
$42.4M
4
JWCA
J.W. Cole Advisors
Florida
$6.22M
5
SMF
Sterling Manor Financial
New York
$5.21M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.4M
3
Citadel Advisors
Citadel Advisors
Florida
$1.41M
4
Citigroup
Citigroup
New York
$803K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Ballew Advisors
Mississippi
$291K – – –
TA
127
TFG Advisers
Michigan
$282K -$3.22K -27 -1%
BJL
128
Brighton Jones LLC
Washington
$273K -$3.81K -32 -1%
EH
129
Equitable Holdings
New York
$271K – – –
BAM
130
Belpointe Asset Management
Nevada
$260K -$41.5K -348 -14%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$259K -$23.8K -200 -8%
OBWG
132
Onyx Bridge Wealth Group
New York
$259K -$5.84K -50 -2%
IWA
133
Intercontinental Wealth Advisors
Texas
$252K -$35.1K -295 -12%
VVP
134
Venture Visionary Partners
Ohio
$250K – – –
IF
135
Intrua Financial
Texas
$245K -$12.6K -106 -5%
WS
136
Wedbush Securities
California
$240K +$31.4K +263 +15%
BRC
137
BHF RG Capital
Arizona
$239K – – –
SWP
138
Summit Wealth Partners
Florida
$239K – – –
CCA
139
Clearwater Capital Advisors
Illinois
$238K – – –
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$237K -$2.98K -25 -1%
HFS
141
Howard Financial Services
Texas
$232K – – –
1W
142
1776 Wealth
Georgia
$225K -$17K -148 -7%
WF
143
Welch & Forbes
Massachusetts
$225K – – –
KA
144
Kovack Advisors
Florida
$221K – – –
GRP
145
Global Retirement Partners
California
$220K +$4.16K +35 +2%
DBRC
146
D.B. Root & Company
Pennsylvania
$219K – – –
SG
147
StoneX Group
New York
$212K +$212K +1,782 New
IWM
148
IHT Wealth Management
Illinois
$210K +$210K +1,760 New
TA
149
TruWealth Advisors
Louisiana
$206K -$12.1K -102 -6%
TCWM
150
Total Clarity Wealth Management
Illinois
$201K +$201K +1,685 New
4 5
6
7 8