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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14M
2
CAN
2
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
3
LPL Financial
California
$70.8M
4
PFG
4
Prosperity Financial Group
California
$4.12M
5
HFP
5
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Truist Financial
4
Truist Financial
North Carolina
$4.04M
5
AWM
5
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMS
151
Dominguez Wealth Management Solutions
Virginia
$328K +$108 +1 +0%
CBFP
152
Cedar Brook Financial Partners
Ohio
$326K +$323 +3 +0.1%
WS
153
Wedbush Securities
California
$313K +$46.2K +430 +17%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$301K – – –
IP
155
Ignite Planners
California
$294K – – –
P
156
&Partners
Tennessee
$287K – – –
FPWM
157
FSB Premier Wealth Management
Iowa
$286K -$35.9K -334 -11%
AAS
158
Ameritas Advisory Services
Nebraska
$280K -$231K -2,141 -45%
RA
159
RFG Advisory
Alabama
$277K +$2.26K +21 +0.8%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$277K – – –
WAM
161
Walker Asset Management
Missouri
$273K – – –
RIL
162
Rothschild Investment LLC
Illinois
$269K – – –
OBWG
163
Onyx Bridge Wealth Group
New York
$263K -$10.8K -100 -4%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$260K +$3.23K +30 +1%
TA
165
TFG Advisers
Michigan
$255K – – –
AF
166
Allworth Financial
California
$255K -$75.8K -705 -23%
CFA
167
Cahill Financial Advisors
Minnesota
$241K +$108 +1 +0%
KA
168
Kovack Advisors
Florida
$238K -$7.1K -66 -3%
WE
169
Wealth Effects
Massachusetts
$235K – – –
BAM
170
Belpointe Asset Management
Nevada
$235K -$12.2K -113 -5%
MOS
171
MGO One Seven
Ohio
$233K -$423K -3,938 -64%
CW
172
CreativeOne Wealth
Kansas
$230K +$108 +1 +0%
CWP
173
Cyndeo Wealth Partners
Florida
$230K -$9.68K -90 -4%
AWM
174
Apollon Wealth Management
South Carolina
$229K -$646K -6,011 -74%
Mariner
175
Mariner
Kansas
$228K -$161K -1,500 -41%
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7
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