FXH icon

First Trust Health Care AlphaDEX Fund

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
151
Wedbush Securities
California
$205K +$205K +1,750 New
DWA
152
Delos Wealth Advisors
Texas
$195K +$195K +1,666 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$184K +$44.6K +382 +32%
HWMA
154
Heritage Wealth Management (Arizona)
Arizona
$181K -$4.58K -39 -2%
FEG
155
Financial Enhancement Group
Indiana
$177K -$486K -4,148 -73%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$164K -$16.1K -138 -9%
CTB
157
Country Trust Bank
Illinois
$160K
HWA
158
HHM Wealth Advisors
Tennessee
$154K
HF
159
Halpern Financial
Virginia
$149K
AF
160
Allworth Financial
California
$147K
AP
161
Atwood & Palmer
Missouri
$128K
BWA
162
BDO Wealth Advisors
Florida
$120K
CG
163
Cutler Group
California
$119K +$119K +1,020 New
US Bancorp
164
US Bancorp
Minnesota
$92K -$1.17K -10 -1%
CFA
165
Carroll Financial Associates
North Carolina
$88K
LWM
166
Liberty Wealth Management
California
$86K
BU
167
BBVA USA
Alabama
$80K +$80K +679 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$32.1K -273 -29%
TI
169
tru Independence
Oregon
$69K +$69K +587 New
AA
170
Addison Advisors
Vermont
$64K +$64K +547 New
SIM
171
Sonora Investment Management
Arizona
$63K
FFA
172
Founders Financial Alliance
North Carolina
$59K
GI
173
Gradient Investments
Minnesota
$59K +$59K +500 New
SFPG
174
Stonebridge Financial Planning Group
Florida
$54K -$10.2K -85 -16%
CA
175
Clearstead Advisors
Ohio
$54K