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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
Wells Fargo
California
$54.9M
5
Morgan Stanley
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$448K -$539K -4,888 -55%
PVI
127
Pine Valley Investments
New Jersey
$433K +$12.5K +112 +3%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$427K -$16.3K -146 -4%
FTUS
129
Flow Traders U.S.
New York
$412K +$412K +3,687 New
FPWM
130
FSB Premier Wealth Management
Iowa
$399K +$65.6K +586 +20%
AP
131
Americana Partners
Texas
$388K – – –
PFA
132
Petra Financial Advisors
Colorado
$385K -$8.39K -75 -2%
PFA
133
Pinnacle Family Advisors
Missouri
$385K +$2.69K +24 +0.7%
MOS
134
MGO One Seven
Ohio
$383K +$10.1K +90 +3%
P
135
&Partners
Tennessee
$383K +$128K +1,142 +50%
RJT
136
Raymond James Trust
Florida
$367K – – –
SWMP
137
Signature Wealth Management Partners
New Jersey
$365K – – –
Comerica Bank
138
Comerica Bank
Texas
$360K -$2.01K -18 -0.6%
PWA
139
PCG Wealth Advisors
Kansas
$338K -$20.1K -180 -6%
Mariner
140
Mariner
Kansas
$337K -$539K -4,815 -61%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$333K +$22.8K +204 +7%
FHA
142
Flagship Harbor Advisors
Massachusetts
$329K +$329K +2,939 New
RA
143
RFG Advisory
Alabama
$327K +$10.8K +97 +3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$325K +$54.7K +489 +20%
DWMS
145
Dominguez Wealth Management Solutions
Virginia
$316K +$224 +2 +0.1%
KPWS
146
Kestra Private Wealth Services
Texas
$316K +$783 +7 +0.2%
TWM
147
Trueblood Wealth Management
Ohio
$312K – – –
RW
148
Rockport Wealth
Ohio
$308K – – –
PIAS
149
PCA Investment Advisory Services
Ohio
$307K -$24.6K -220 -7%
WIA
150
Wetzel Investment Advisors
Indiana
$307K – – –
4 5
6
7 8