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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
Waverly Advisors
Alabama
$3.1M
4
NA
Navellier & Associates
Nevada
$3.02M
5
CA
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$203M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.12M
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
126
Pacific Sun Financial
California
$494K -$16.4K -150 -3%
GA
127
GoalVest Advisory
New York
$480K +$480K +4,383 New
MFG
128
Mosaic Financial Group
Illinois
$471K +$471K +4,300 New
IA
129
Insight Advisors
Pennsylvania
$465K -$2.19K -20 -0.5%
PIAS
130
PCA Investment Advisory Services
Ohio
$461K -$1.64K -15 -0.4%
IAIM
131
International Assets Investment Management
Florida
$455K -$10.7K -98 -2%
GM
132
GeoWealth Management
Illinois
$449K +$216K +1,971 +93%
NS
133
NBC Securities
Alabama
$446K +$19.8K +181 +5%
NFC
134
Northeast Financial Consultants
Connecticut
$444K – – –
FPWM
135
FSB Premier Wealth Management
Iowa
$439K +$76.2K +695 +21%
PWM
136
Partnership Wealth Management
Maryland
$430K +$8.44K +77 +2%
GWM
137
Geneos Wealth Management
Colorado
$422K -$55.3K -505 -12%
MOS
138
MGO One Seven
Ohio
$405K +$184K +1,675 +83%
FAIM
139
Financial Advocates Investment Management
Washington
$404K +$79.5K +725 +25%
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$392K -$274K -2,501 -41%
PVI
141
Pine Valley Investments
New Jersey
$390K -$1.75K -16 -0.4%
HWM
142
HB Wealth Management
Georgia
$388K – – –
PFA
143
Petra Financial Advisors
Colorado
$386K – – –
PFA
144
Pinnacle Family Advisors
Missouri
$385K -$548 -5 -0.1%
CFGS
145
Concourse Financial Group Securities
Alabama
$383K -$7.23K -66 -2%
AP
146
Americana Partners
Texas
$380K +$219 +2 +0.1%
RFG
147
REAP Financial Group
Texas
$377K +$9.43K +86 +3%
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$363K +$363K +3,309 New
RJT
149
Raymond James Trust
Florida
$361K +$2.08K +19 +0.6%
SWMP
150
Signature Wealth Management Partners
New Jersey
$358K -$329 -3 -0.1%
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6
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