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First Trust Health Care AlphaDEX Fund

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Shares
Change %
SWMP
151
Signature Wealth Management Partners
New Jersey
$338K
KPWS
152
Kestra Private Wealth Services
Texas
$329K -$133K -1,280 -29%
FAIM
153
Financial Advocates Investment Management
Washington
$306K +$306K +2,957 New
DWMS
154
Dominguez Wealth Management Solutions
Virginia
$292K +$104 +1 +0%
TWM
155
Trueblood Wealth Management
Ohio
$289K +$289K +2,788 New
GS
156
GTS Securities
New York
$288K +$288K +2,786 New
WIA
157
Wetzel Investment Advisors
Indiana
$284K +$284K +2,740 New
TSS
158
Two Sigma Securities
New York
$276K -$413K -3,987 -60%
AAS
159
Ameritas Advisory Services
Nebraska
$275K -$25.8K -245 -9%
CKAIS
160
Christensen King & Associates Investment Services
Washington
$270K +$270K +2,607 New
RA
161
RFG Advisory
Alabama
$265K -$8.7K -84 -3%
WAM
162
Walker Asset Management
Missouri
$263K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$259K +$55.5K +536 +27%
1W
164
1776 Wealth
Georgia
$252K -$13.7K -132 -5%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$250K -$1.35K -13 -0.5%
CBFP
166
Cedar Brook Financial Partners
Ohio
$249K -$68.5K -656 -22%
BS
167
Banco Santander
Spain
$249K -$87K -840 -26%
Northern Trust
168
Northern Trust
Illinois
$241K -$94.1K -909 -28%
NFG
169
Nations Financial Group
Iowa
$241K
WS
170
Wedbush Securities
California
$237K -$30.9K -299 -12%
TA
171
TFG Advisers
Michigan
$233K -$3.21K -31 -1%
CFA
172
Cahill Financial Advisors
Minnesota
$233K +$207 +2 +0.1%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$229K +$229K +2,215 New
AWM
174
Apollon Wealth Management
South Carolina
$227K -$48.5K -468 -18%
PFG
175
Prosperity Financial Group
California
$225K +$225K +2,174 New