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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

244 hedge funds and large institutions have $775M invested in First Trust Health Care AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
83
Reduced
67
Closed
21
Calls
$2.97M
Puts
$857K
Net Calls
+$2.11M
Net Calls Change
+$654K

Top Buyers

1
Jane Street
1
Jane Street
New York
$13.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.98M
3
JAWM
3
J. Arnold Wealth Management
Ohio
$8.88M
4
LPL Financial
4
LPL Financial
California
$47.6M
5
Stifel Financial
5
Stifel Financial
Missouri
$12.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
NA
2
Navellier & Associates
Nevada
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$7.86M
4
TRCT
4
Tower Research Capital (TRC)
New York
$136K
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$442K +$442K +4,504 New
CWA
127
Capital Wealth Alliance
Arizona
$435K -$296K -3,044 -41%
5L
128
55I LLC
Massachusetts
$415K +$415K +4,265 New
NFC
129
Northeast Financial Consultants
Connecticut
$413K – – –
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$407K +$15.8K +163 +4%
IA
131
Insight Advisors
Pennsylvania
$378K +$14.1K +145 +4%
SG
132
StoneX Group
New York
$365K -$7.78K -80 -2%
MPW
133
MGO Private Wealth
California
$360K +$360K +3,702 New
SCFS
134
S.C. Financial Services
Arizona
$344K +$115K +1,182 +50%
SWMP
135
Signature Wealth Management Partners
New Jersey
$315K -$4.38K -45 -1%
LMKC
136
L.M. Kohn & Company
Ohio
$312K – – –
MTWM
137
Masso Torrence Wealth Management
New Jersey
$310K +$310K +3,191 New
PFA
138
Pinnacle Family Advisors
Missouri
$309K +$309K +3,181 New
DC
139
Davenport & Co
Virginia
$304K +$304K +3,124 New
CBFP
140
Cedar Brook Financial Partners
Ohio
$296K – – –
AF
141
Allworth Financial
California
$292K – – –
FPWM
142
FSB Premier Wealth Management
Iowa
$289K +$289K +2,977 New
BCM
143
Brookstone Capital Management
Illinois
$284K -$127K -1,310 -31%
Mariner
144
Mariner
Kansas
$282K +$282K +2,906 New
AAS
145
Ameritas Advisory Services
Nebraska
$281K – – –
P
146
&Partners
Tennessee
$280K -$27.6K -284 -9%
WCFA
147
Walkner Condon Financial Advisors
Wisconsin
$276K +$276K +2,840 New
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$270K – – –
IP
149
Ignite Planners
California
$267K – – –
WF
150
Welch & Forbes
Massachusetts
$264K – – –
4 5
6
7 8