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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

206 hedge funds and large institutions have $680M invested in First Trust Health Care AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
57
Reduced
69
Closed
30
Calls
$2.28M
Puts
$44M
Net Calls
-$41.7M
Net Calls Change
-$23.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$4.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.37M
4
RJA
Raymond James & Associates
Florida
$23M
5
FHC
First Heartland Consultants
Missouri
$2.57M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$166M
2
JAWM
J. Arnold Wealth Management
Ohio
$730K
3
Barclays
Barclays
United Kingdom
$114K
4
DADC
D.A. Davidson & Co
Montana
$804K
5
Wells Fargo
Wells Fargo
California
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$136K +$108K +1,000 +394%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$130K – – –
AP
153
Atwood & Palmer
Missouri
$118K -$33K -305 -22%
Barclays
154
Barclays
United Kingdom
$114K -$10M -92,548 -99%
BWA
155
BDO Wealth Advisors
Florida
$111K +$105K +975 +1,912%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$102K -$35.9K -330 -26%
US Bancorp
157
US Bancorp
Minnesota
$86K -$63.8K -590 -43%
CFA
158
Carroll Financial Associates
North Carolina
$82K – – –
LWM
159
Liberty Wealth Management
California
$80K – – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$68K – – –
KPCM
161
Kings Point Capital Management
New York
$61K – – –
SIM
162
Sonora Investment Management
Arizona
$59K – – –
SFPG
163
Stonebridge Financial Planning Group
Florida
$59K – – –
FFA
164
Founders Financial Alliance
North Carolina
$57K – – –
CA
165
Clearstead Advisors
Ohio
$50K +$50K +464 New
TH
166
TCTC Holdings
Texas
$49K – – –
ADL
167
Asset Dedication LLC
California
$48K -$5.46K -50 -10%
CIAS
168
Capital Investment Advisory Services
North Carolina
$43K +$26.9K +250 +167%
EP
169
Eudaimonia Partners
Tennessee
$41K – – –
MA
170
MCF Advisors
Kentucky
$35K – – –
TCOV
171
Trust Company of Vermont
Vermont
$34K – – –
BC
172
Bartlett & Co
Ohio
$33K – – –
BCWM
173
Bartlett & Co Wealth Management
Ohio
$32.6K – – –
TIM
174
Tortoise Investment Management
New York
$31K -$5.06K -47 -14%
WT
175
Washington Trust
Rhode Island
$30K +$30K +278 New
5 6
7
8 9