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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
3
Waverly Advisors
Alabama
$3.1M
4
NA
4
Navellier & Associates
Nevada
$3.02M
5
CA
5
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.12M
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$357K -$42.2K -385 -11%
GCP
152
GSA Capital Partners
United Kingdom
$354K +$354K +3,232 New
PWA
153
PCG Wealth Advisors
Kansas
$351K -$24.1K -220 -6%
LNC
154
Lincoln National Corp
Pennsylvania
$347K -$31.2K -285 -8%
DWMS
155
Dominguez Wealth Management Solutions
Virginia
$309K +$548 +5 +0.2%
KPWS
156
Kestra Private Wealth Services
Texas
$309K -$39.2K -358 -11%
MIM
157
MTM Investment Management
South Carolina
$308K -$77.6K -708 -20%
TWM
158
Trueblood Wealth Management
Ohio
$306K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
$305K +$30.6K +279 +11%
RW
160
Rockport Wealth
Ohio
$302K +$302K +2,752 New
CKAIS
161
Christensen King & Associates Investment Services
Washington
$286K +$110 +1 +0%
WIA
162
Wetzel Investment Advisors
Indiana
$278K – – –
WAM
163
Walker Asset Management
Missouri
$278K – – –
1W
164
1776 Wealth
Georgia
$267K – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$265K +$110 +1 +0%
CBFP
166
Cedar Brook Financial Partners
Ohio
$261K +$219 +2 +0.1%
WS
167
Wedbush Securities
California
$259K +$8.21K +75 +3%
VCM
168
Vivaldi Capital Management
Illinois
$255K +$255K +2,422 New
RA
169
RFG Advisory
Alabama
$252K -$28.7K -262 -10%
AAS
170
Ameritas Advisory Services
Nebraska
$249K -$22.6K -217 -8%
NFG
171
Nations Financial Group
Iowa
$248K -$6.58K -60 -3%
TA
172
TFG Advisers
Michigan
$247K +$438 +4 +0.2%
CFA
173
Cahill Financial Advisors
Minnesota
$246K +$329 +3 +0.1%
BS
174
Banco Santander
Spain
$245K -$17.5K -160 -7%
CWP
175
Cyndeo Wealth Partners
Florida
$234K – – –
5 6
7
8 9