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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
Jane Street
New York
$5.91M
4
CAS
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.4M
2
FAIM
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.4M
4
WQ
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
151
Signature Wealth Management Partners
New Jersey
$340K -$10.4K -96 -3%
RFWA
152
RPg Family Wealth Advisory
Massachusetts
$337K -$35.3K -326 -9%
DWMS
153
Dominguez Wealth Management Solutions
Virginia
$331K – – –
CBFP
154
Cedar Brook Financial Partners
Ohio
$329K +$108 +1 +0%
WS
155
Wedbush Securities
California
$304K -$11.4K -105 -4%
BS
156
Banco Santander
Spain
$301K -$68.2K -630 -18%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$301K -$2.06K -19 -0.7%
P
158
&Partners
Tennessee
$289K – – –
Prudential Financial
159
Prudential Financial
New Jersey
$288K -$71.8K -663 -20%
RA
160
RFG Advisory
Alabama
$286K +$6.61K +61 +2%
IP
161
Ignite Planners
California
$282K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$279K +$542 +5 +0.2%
1W
163
1776 Wealth
Georgia
$278K +$278K +2,565 New
WAM
164
Walker Asset Management
Missouri
$275K – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$262K – – –
OBWG
166
Onyx Bridge Wealth Group
New York
$261K -$3.03K -28 -1%
AAS
167
Ameritas Advisory Services
Nebraska
$253K -$20.6K -196 -8%
TA
168
TFG Advisers
Michigan
$247K -$9.64K -89 -4%
CFA
169
Cahill Financial Advisors
Minnesota
$243K +$108 +1 +0%
KA
170
Kovack Advisors
Florida
$240K – – –
WE
171
Wealth Effects
Massachusetts
$237K – – –
Fidelity Investments
172
Fidelity Investments
Massachusetts
$236K +$50K +462 +27%
MOS
173
MGO One Seven
Ohio
$235K – – –
CWP
174
Cyndeo Wealth Partners
Florida
$231K – – –
AWA
175
Arete Wealth Advisors
Illinois
$229K +$229K +2,111 New
5 6
7
8 9