FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
Goldman Sachs
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
Bank of America
North Carolina
$46.2M
5
NA
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
Citadel Advisors
Florida
$1.15M
5
BPA
Beacon Pointe Advisors
California
$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$340K +$340K +3,300 New
SWMP
127
Signature Wealth Management Partners
New Jersey
$338K – – –
LMKC
128
L.M. Kohn & Company
Ohio
$331K – – –
P
129
&Partners
Tennessee
$327K -$25.6K -248 -7%
CBFP
130
Cedar Brook Financial Partners
Ohio
$314K – – –
AF
131
Allworth Financial
California
$310K -$26.2K -254 -8%
AAS
132
Ameritas Advisory Services
Nebraska
$298K -$5.16K -50 -2%
IP
133
Ignite Planners
California
$286K – – –
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$286K +$12.9K +125 +5%
WF
135
Welch & Forbes
Massachusetts
$280K – – –
OBWG
136
Onyx Bridge Wealth Group
New York
$274K – – –
WAM
137
Walker Asset Management
Missouri
$268K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$259K -$13.7K -133 -5%
RIL
139
Rothschild Investment LLC
Illinois
$258K – – –
WS
140
Wedbush Securities
California
$251K – – –
AWM
141
Axxcess Wealth Management
California
$251K +$251K +2,438 New
BA
142
Ballew Advisors
Mississippi
$249K – – –
WWA
143
WCG Wealth Advisors
Nevada
$248K +$248K +2,402 New
CW
144
CreativeOne Wealth
Kansas
$245K – – –
GVAG
145
Great Valley Advisor Group
Delaware
$245K +$245K +2,373 New
TA
146
TFG Advisers
Michigan
$244K – – –
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$243K +$57.1K +553 +31%
SCFS
148
S.C. Financial Services
Arizona
$243K +$243K +2,353 New
NWMG
149
National Wealth Management Group
Ohio
$240K -$7.22K -70 -3%
BAM
150
Belpointe Asset Management
Nevada
$238K +$16.1K +156 +7%
4 5
6
7 8