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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
LPL Financial
California
$58.6M
2
CAN
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
AssetMark Inc
California
$1.61M
5
TCM
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$56.1M
4
CAS
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$481K +$24.1K +246 +5%
Renaissance Technologies
127
Renaissance Technologies
New York
$476K +$476K +4,900 New
PIAS
128
PCA Investment Advisory Services
Ohio
$473K -$874 -9 -0.2%
KWM
129
Kingsview Wealth Management
Oregon
$459K – – –
PSF
130
Pacific Sun Financial
California
$453K +$972 +10 +0.2%
WC
131
Waterloo Capital
Texas
$451K +$451K +4,638 New
RJT
132
Raymond James Trust
Florida
$447K -$78.7K -810 -15%
KPWS
133
Kestra Private Wealth Services
Texas
$433K -$23.5K -242 -5%
IA
134
IFG Advisory
Georgia
$432K +$432K +4,447 New
GRP
135
Global Retirement Partners
California
$431K +$238K +2,490 +124%
EH
136
Equitable Holdings
New York
$412K +$18K +185 +5%
PFA
137
Petra Financial Advisors
Colorado
$409K – – –
IA
138
Insight Advisors
Pennsylvania
$400K -$97 -1 -0%
NFC
139
Northeast Financial Consultants
Connecticut
$393K – – –
MSAM
140
Moloney Securities Asset Management
Missouri
$384K +$48.6K +500 +14%
MIM
141
MTM Investment Management
South Carolina
$382K -$13.1K -135 -3%
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$376K -$9.13K -94 -2%
Comerica Bank
143
Comerica Bank
Texas
$376K +$376K +3,872 New
RFWA
144
RPg Family Wealth Advisory
Massachusetts
$369K +$66.8K +688 +22%
GVAG
145
Great Valley Advisor Group
Delaware
$369K – – –
PFA
146
Pinnacle Family Advisors
Missouri
$363K +$22.1K +227 +6%
PVI
147
Pine Valley Investments
New Jersey
$361K +$34.3K +353 +11%
PWA
148
PCG Wealth Advisors
Kansas
$359K -$11.7K -120 -3%
NS
149
NBC Securities
Alabama
$356K +$356K +3,668 New
AWM
150
Avior Wealth Management
Nebraska
$345K -$194 -2 -0.1%
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6
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