FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$388M
2
PCH
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
Goldman Sachs
New York
$10.5M
4
Mariner
Mariner
Kansas
$946K
5
AssetMark Inc
AssetMark Inc
California
$2.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.3M
2
LPL Financial
LPL Financial
California
$55.1M
3
Osaic Holdings
Osaic Holdings
Arizona
$14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
Ameriprise
Minnesota
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$443K +$443K +4,281 New
IA
127
Insight Advisors
Pennsylvania
$441K +$15K +145 +4%
PIAS
128
PCA Investment Advisory Services
Ohio
$437K -$67.1K -648 -13%
NFC
129
Northeast Financial Consultants
Connecticut
$419K – – –
FTUS
130
Flow Traders U.S.
New York
$415K -$626K -6,043 -60%
NS
131
NBC Securities
Alabama
$403K +$23.4K +226 +6%
PWM
132
Partnership Wealth Management
Maryland
$394K +$394K +3,846 New
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$392K +$392K +3,783 New
IA
134
IFG Advisory
Georgia
$384K -$76.7K -741 -17%
DC
135
Davenport & Co
Virginia
$381K -$703K -6,784 -65%
Comerica Bank
136
Comerica Bank
Texas
$377K -$23.9K -231 -6%
PVI
137
Pine Valley Investments
New Jersey
$371K -$14.1K -136 -4%
CFGS
138
Concourse Financial Group Securities
Alabama
$368K -$151K -1,458 -29%
HWM
139
HB Wealth Management
Georgia
$367K +$367K +3,540 New
PFA
140
Petra Financial Advisors
Colorado
$365K -$71.7K -692 -16%
PFA
141
Pinnacle Family Advisors
Missouri
$364K -$22.9K -221 -6%
MIM
142
MTM Investment Management
South Carolina
$364K -$42.7K -412 -10%
MSAM
143
Moloney Securities Asset Management
Missouri
$364K -$45.7K -441 -11%
LMKC
144
L.M. Kohn & Company
Ohio
$364K +$26K +251 +8%
AP
145
Americana Partners
Texas
$359K +$359K +3,466 New
LNC
146
Lincoln National Corp
Pennsylvania
$357K -$3.85M -37,219 -92%
PWA
147
PCG Wealth Advisors
Kansas
$355K -$28K -270 -7%
RFG
148
REAP Financial Group
Texas
$347K +$347K +3,354 New
FPWM
149
FSB Premier Wealth Management
Iowa
$343K -$17.5K -169 -5%
RJT
150
Raymond James Trust
Florida
$339K -$137K -1,321 -29%
4 5
6
7 8