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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$12K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$18.8M
2
PFS
2
Prospera Financial Services
Texas
$2.52M
3
Jane Street
3
Jane Street
New York
$2.27M
4
RVPG
4
Relative Value Partners Group
$1.07M
5
AssetMark Inc
5
AssetMark Inc
California
$4.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Wells Fargo
3
Wells Fargo
California
$55.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
151
Kestra Private Wealth Services
Texas
$294K – – –
MIM
152
MTM Investment Management
South Carolina
$294K – – –
TWM
153
Trueblood Wealth Management
Ohio
$291K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$290K -$1.15K -11 -0.4%
RW
155
Rockport Wealth
Ohio
$288K – – –
Two Sigma Investments
156
Two Sigma Investments
New York
$282K +$282K +2,700 New
CKAIS
157
Christensen King & Associates Investment Services
Washington
$280K +$7.21K +69 +3%
1W
158
1776 Wealth
Georgia
$275K +$20.5K +196 +8%
WAM
159
Walker Asset Management
Missouri
$265K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$253K – – –
VCM
161
Vivaldi Capital Management
Illinois
$244K -$9.09K -87 -4%
P
162
&Partners
Tennessee
$238K +$23.6K +226 +11%
AAS
163
Ameritas Advisory Services
Nebraska
$237K -$12.9K -123 -5%
NFG
164
Nations Financial Group
Iowa
$237K – – –
CFA
165
Cahill Financial Advisors
Minnesota
$235K – – –
CWP
166
Cyndeo Wealth Partners
Florida
$223K – – –
CCA
167
Clearwater Capital Advisors
Illinois
$209K – – –
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$209K +$17.9K +171 +9%
WS
169
Wedbush Securities
California
$207K -$39.7K -381 -16%
OBWG
170
Onyx Bridge Wealth Group
New York
$206K – – –
CWA
171
Capital Wealth Alliance
Arizona
$204K +$204K +1,954 New
DWA
172
Delos Wealth Advisors
Texas
$172K – – –
AF
173
Allworth Financial
California
$170K -$10.7K -100 -6%
TSMHT
174
Thurston Springer Miller Herd & Titak
Indiana
$170K +$170K +1,629 New
CFD
175
Creative Financial Designs
Indiana
$153K -$6.06K -58 -4%
5 6
7
8 9