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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
Jane Street
New York
$5.91M
4
CAS
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.4M
2
FAIM
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.4M
4
WQ
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIAS
126
PCA Investment Advisory Services
Ohio
$529K -$22.7K -210 -4%
KWM
127
Kingsview Wealth Management
Oregon
$512K -$1.21M -11,148 -70%
KPWS
128
Kestra Private Wealth Services
Texas
$509K -$1.29M -11,940 -72%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$502K -$14.7K -137 -3%
PSF
130
Pacific Sun Financial
California
$501K +$501K +4,655 New
AssetMark Inc
131
AssetMark Inc
California
$478K +$478K +4,409 New
PFA
132
Petra Financial Advisors
Colorado
$456K -$98.6K -910 -18%
FTS
133
Fifth Third Securities
Ohio
$455K -$2.01M -18,536 -82%
IA
134
Insight Advisors
Pennsylvania
$446K – – –
MIM
135
MTM Investment Management
South Carolina
$440K -$37.2K -343 -8%
EH
136
Equitable Holdings
New York
$439K +$12.7K +117 +3%
NFC
137
Northeast Financial Consultants
Connecticut
$439K – – –
UCFA
138
United Capital Financial Advisors
Texas
$437K +$2.17K +20 +0.5%
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$430K -$250K -2,305 -37%
HF
140
HRT Financial
New York
$425K +$425K +3,932 New
PWA
141
PCG Wealth Advisors
Kansas
$413K – – –
GVAG
142
Great Valley Advisor Group
Delaware
$411K +$33.6K +310 +9%
FEM
143
Fulcrum Equity Management
Texas
$409K +$409K +3,775 New
CWA
144
Capital Wealth Alliance
Arizona
$393K -$86K -794 -18%
AWM
145
Avior Wealth Management
Nebraska
$385K -$116K -1,073 -23%
PFA
146
Pinnacle Family Advisors
Missouri
$380K -$2.17K -20 -0.6%
MSAM
147
Moloney Securities Asset Management
Missouri
$374K +$374K +3,455 New
FPWM
148
FSB Premier Wealth Management
Iowa
$369K +$81.7K +754 +28%
PVI
149
Pine Valley Investments
New Jersey
$364K +$25.3K +234 +7%
LMKC
150
L.M. Kohn & Company
Ohio
$346K +$6.39K +59 +2%
4 5
6
7 8