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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14M
2
CAN
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
LPL Financial
California
$70.8M
4
PFG
Prosperity Financial Group
California
$4.12M
5
HFP
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
Morgan Stanley
New York
$219M
4
Truist Financial
Truist Financial
North Carolina
$4.04M
5
AWM
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
$517K -$661K -6,143 -56%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$509K -$31.1K -294 -6%
AWM
128
Avior Wealth Management
Nebraska
$497K +$478K +4,449 +2,557%
AFG
129
ABLE Financial Group
Arizona
$489K +$489K +4,550 New
CF
130
Centaurus Financial
California
$475K +$201K +1,870 +73%
CWA
131
Capital Wealth Alliance
Arizona
$474K -$285K -2,658 -38%
MIM
132
MTM Investment Management
South Carolina
$474K – – –
OFS
133
OneAscent Financial Services
Alabama
$455K +$455K +4,228 New
IA
134
Insight Advisors
Pennsylvania
$442K -$15.2K -141 -3%
NW
135
NewEdge Wealth
Pennsylvania
$436K +$436K +4,057 New
NFC
136
Northeast Financial Consultants
Connecticut
$435K -$21.5K -200 -5%
UCFA
137
United Capital Financial Advisors
Texas
$431K -$260K -2,422 -38%
EH
138
Equitable Holdings
New York
$424K -$230K -2,135 -35%
PWA
139
PCG Wealth Advisors
Kansas
$410K – – –
BCI
140
Brinker Capital Investments
Pennsylvania
$401K +$401K +3,729 New
OPS
141
Orion Portfolio Solutions
Nebraska
$401K +$401K +3,729 New
PFA
142
Pinnacle Family Advisors
Missouri
$380K +$5.38K +50 +1%
GVAG
143
Great Valley Advisor Group
Delaware
$375K +$95.8K +891 +34%
RFWA
144
RPg Family Wealth Advisory
Massachusetts
$370K -$101K -943 -22%
BS
145
Banco Santander
Spain
$367K -$15.1K -140 -4%
Prudential Financial
146
Prudential Financial
New Jersey
$348K -$315 -3 -0.1%
SWMP
147
Signature Wealth Management Partners
New Jersey
$348K – – –
JAWM
148
J. Arnold Wealth Management
Ohio
$348K +$14.8K +138 +4%
LMKC
149
L.M. Kohn & Company
Ohio
$338K +$17.3K +161 +5%
PVI
150
Pine Valley Investments
New Jersey
$335K +$335K +3,127 New
4 5
6
7 8