FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

213 hedge funds and large institutions have $793M invested in First Trust Health Care AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
-3
Holders Change %
-1.39%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
65
Reduced
66
Closed
16
Calls
$1.38M
Puts
$5.18M
Net Calls
-$3.8M
Net Calls Change
-$4.77M

Top Buyers

1
IPW
1
IronBridge Private Wealth
Texas
$8.23M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$7.44M
3
UBS Group
3
UBS Group
Switzerland
$42.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$6.22M
5
SMF
5
Sterling Manor Financial
New York
$5.21M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.41M
4
Citigroup
4
Citigroup
New York
$803K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
151
Delos Wealth Advisors
Texas
$196K -$2.14K -18 -1%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$178K -$9.76K -82 -5%
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$176K -$7.99K -67 -4%
HF
154
Halpern Financial
Virginia
$176K +$23.8K +200 +16%
FEG
155
Financial Enhancement Group
Indiana
$165K -$15.2K -127 -8%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$165K -$2.14K -18 -1%
CTB
157
Country Trust Bank
Illinois
$162K – – –
HWA
158
HHM Wealth Advisors
Tennessee
$157K – – –
AF
159
Allworth Financial
California
$149K – – –
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$136K -$1.55M -12,993 -92%
AP
161
Atwood & Palmer
Missouri
$130K – – –
BWA
162
BDO Wealth Advisors
Florida
$122K – – –
DWP
163
Destiny Wealth Partners
Florida
$89K -$179K -1,508 -67%
CFA
164
Carroll Financial Associates
North Carolina
$89K – – –
LWM
165
Liberty Wealth Management
California
$87K – – –
US Bancorp
166
US Bancorp
Minnesota
$85K -$8.72K -73 -9%
BU
167
BBVA USA
Alabama
$81K – – –
FA
168
Flagstar Advisors
New York
$80K +$80K +675 New
SFPG
169
Stonebridge Financial Planning Group
Florida
$66K +$10.5K +85 +19%
AA
170
Addison Advisors
Vermont
$65K – – –
SIM
171
Sonora Investment Management
Arizona
$64K – – –
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$17.6K -147 -22%
FFA
173
Founders Financial Alliance
North Carolina
$59K – – –
ADL
174
Asset Dedication LLC
California
$57K +$2.38K +20 +4%
CA
175
Clearstead Advisors
Ohio
$55K – – –
5 6
7
8 9