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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
Goldman Sachs
New York
$4.04M
4
KAS
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
IronBridge Private Wealth
Texas
$0
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$368K +$368K +2,962 New
WF
127
Welch & Forbes
Massachusetts
$337K +$102K +825 +44%
AAS
128
Ameritas Advisory Services
Nebraska
$331K +$331K +2,663 New
BS
129
Banco Santander
Spain
$328K +$328K +2,640 New
WS
130
Wedbush Securities
California
$323K +$72.8K +586 +29%
WAM
131
Walker Asset Management
Missouri
$323K +$323K +2,600 New
CA
132
CoreCap Advisors
Michigan
$323K +$323K +2,603 New
OBWG
133
Onyx Bridge Wealth Group
New York
$314K +$42.6K +348 +16%
RIL
134
Rothschild Investment LLC
Illinois
$310K – – –
CW
135
CreativeOne Wealth
Kansas
$298K -$1.48M -11,900 -83%
HA
136
HFG Advisors
Ohio
$297K +$297K +2,390 New
TA
137
TFG Advisers
Michigan
$294K – – –
CFA
138
Cahill Financial Advisors
Minnesota
$288K -$17.4K -140 -6%
BJL
139
Brighton Jones LLC
Washington
$285K – – –
CRI
140
Colonial River Investments
Virginia
$285K +$285K +2,293 New
AR
141
Apeiron RIA
Texas
$276K +$276K +2,223 New
BA
142
Ballew Advisors
Mississippi
$275K -$8.56K -75 -3%
BAM
143
Belpointe Asset Management
Nevada
$274K +$3.11K +25 +1%
WE
144
Wealth Effects
Massachusetts
$272K +$272K +2,189 New
EH
145
Equitable Holdings
New York
$267K -$15.5K -125 -5%
IWA
146
Intercontinental Wealth Advisors
Texas
$263K – – –
MTWM
147
Masso Torrence Wealth Management
New Jersey
$262K +$262K +2,110 New
VVP
148
Venture Visionary Partners
Ohio
$261K – – –
NWMG
149
National Wealth Management Group
Ohio
$253K +$253K +2,041 New
IP
150
Ignite Planners
California
$253K +$253K +2,261 New
4 5
6
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