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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
LPL Financial
California
$58.6M
2
CAN
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
AssetMark Inc
California
$1.61M
5
TCM
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$56.1M
4
CAS
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
151
FSB Premier Wealth Management
Iowa
$338K +$6.8K +70 +2%
UCFA
152
United Capital Financial Advisors
Texas
$328K -$63.2K -650 -16%
SWMP
153
Signature Wealth Management Partners
New Jersey
$317K +$12.4K +128 +4%
LMKC
154
L.M. Kohn & Company
Ohio
$317K +$6.12K +63 +2%
BS
155
Banco Santander
Spain
$315K +$44.7K +460 +17%
Northern Trust
156
Northern Trust
Illinois
$315K +$315K +3,238 New
CBFP
157
Cedar Brook Financial Partners
Ohio
$295K +$97 +1 +0%
WCFA
158
Walkner Condon Financial Advisors
Wisconsin
$283K +$13.6K +140 +5%
IP
159
Ignite Planners
California
$282K +$24.2K +252 +9%
DWMS
160
Dominguez Wealth Management Solutions
Virginia
$274K -$22.8K -235 -8%
AAS
161
Ameritas Advisory Services
Nebraska
$274K +$43.1K +450 +19%
MOS
162
MGO One Seven
Ohio
$259K +$48.6K +500 +23%
AWM
163
Apollon Wealth Management
South Carolina
$258K -$2.81M -28,891 -92%
RA
164
RFG Advisory
Alabama
$257K +$777 +8 +0.3%
WS
165
Wedbush Securities
California
$252K -$21.1K -217 -8%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$251K – – –
1W
167
1776 Wealth
Georgia
$249K – – –
WAM
168
Walker Asset Management
Missouri
$246K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$236K +$1.26K +13 +0.5%
NFG
170
Nations Financial Group
Iowa
$226K +$226K +2,325 New
TA
171
TFG Advisers
Michigan
$222K – – –
CFA
172
Cahill Financial Advisors
Minnesota
$218K +$97 +1 +0%
P
173
&Partners
Tennessee
$210K -$49.5K -509 -19%
CWP
174
Cyndeo Wealth Partners
Florida
$208K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$191K -$21K -216 -10%
5 6
7
8 9