FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Goldman Sachs
2
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
4
Bank of America
North Carolina
$46.2M
5
NA
5
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
BPA
5
Beacon Pointe Advisors
California
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
151
Brighton Jones LLC
Washington
$236K 2,292 – –
CFA
152
Cahill Financial Advisors
Minnesota
$231K 2,236 – –
KA
153
Kovack Advisors
Florida
$228K 2,209 -4 -0.2%
WE
154
Wealth Effects
Massachusetts
$226K 2,189 +200 +10%
AWM
155
Apollon Wealth Management
South Carolina
$218K 2,113 +2,113 New
TA
156
TruWealth Advisors
Louisiana
$214K 2,075 +2,075 New
KWS
157
Keystone Wealth Services
California
$210K 2,034 +84 +4%
GRP
158
Global Retirement Partners
California
$209K 2,023 +67 +3%
QCM
159
Quantinno Capital Management
New York
$208K 2,019 +2,019 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$207K 2,007 +191 +11%
SWP
161
Summit Wealth Partners
Florida
$207K 2,004 – –
CCA
162
Clearwater Capital Advisors
Illinois
$206K 2,000 – –
CIBC World Market
163
CIBC World Market
Ontario, Canada
$204K 1,975 – –
HFS
164
Howard Financial Services
Texas
$201K 1,950 – –
DWA
165
Delos Wealth Advisors
Texas
$170K 1,648 – –
VVP
166
Venture Visionary Partners
Ohio
$144K 1,392 -715 -34%
GTAM
167
Global Trust Asset Management
Florida
$142K 1,375 -125 -8%
CTB
168
Country Trust Bank
Illinois
$141K 1,364 – –
HWA
169
HHM Wealth Advisors
Tennessee
$136K 1,316 – –
MCC
170
Money Concepts Capital
Florida
$135K 1,285 -758 -37%
TCWM
171
Total Clarity Wealth Management
Illinois
$134K 1,295 +1,295 New
Citigroup
172
Citigroup
New York
$131K 1,267 -2,948 -70%
BEI
173
Benjamin Edwards Inc
Missouri
$123K 1,193 +439 +58%
HWMA
174
Heritage Wealth Management (Arizona)
Arizona
$115K 1,112 -221 -17%
AP
175
Atwood & Palmer
Missouri
$112K 1,090 – –
5 6
7
8 9