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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
P
151
&Partners
Tennessee
$290K -$23.1K -212 -7%
DWP
152
Daymark Wealth Partners
Ohio
$289K +$289K +2,662 New
VWA
153
Visionary Wealth Advisors
Illinois
$289K +$289K +2,660 New
RA
154
RFG Advisory
Alabama
$288K +$17.7K +157 +7%
GVAG
155
Great Valley Advisor Group
Delaware
$282K +$22.3K +205 +9%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$280K -$21.7K -200 -7%
OBWG
157
Onyx Bridge Wealth Group
New York
$278K -$2.63K -24 -0.9%
CF
158
Centaurus Financial
California
$277K +$277K +2,550 New
WAM
159
Walker Asset Management
Missouri
$276K -$6.85K -63 -2%
RIL
160
Rothschild Investment LLC
Illinois
$272K – – –
WS
161
Wedbush Securities
California
$270K -$9.46K -87 -3%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$259K -$3.69K -34 -1%
TA
163
TFG Advisers
Michigan
$258K +$326 +3 +0.1%
BAM
164
Belpointe Asset Management
Nevada
$249K -$2.07K -19 -0.8%
KA
165
Kovack Advisors
Florida
$248K -$3.7K -34 -1%
CFA
166
Cahill Financial Advisors
Minnesota
$244K +$217 +2 +0.1%
CWP
167
Cyndeo Wealth Partners
Florida
$242K +$242K +2,227 New
HWMA
168
Heritage Wealth Management (Arizona)
Arizona
$240K +$120K +1,103 +100%
WE
169
Wealth Effects
Massachusetts
$238K – – –
GRP
170
Global Retirement Partners
California
$235K +$14.2K +131 +6%
BA
171
Ballew Advisors
Mississippi
$233K -$33.2K -300 -12%
CW
172
CreativeOne Wealth
Kansas
$232K -$24.6K -227 -10%
CCA
173
Clearwater Capital Advisors
Illinois
$217K +$217K +2,000 New
PTC
174
Private Trust Company
Ohio
$217K +$87.4K +805 +67%
MPW
175
MGO Private Wealth
California
$216K -$186K -1,714 -46%
5 6
7
8 9