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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
Wells Fargo
California
$54.9M
5
Morgan Stanley
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
151
MTM Investment Management
South Carolina
$306K – – –
GM
152
GeoWealth Management
Illinois
$303K -$213K -1,908 -41%
CKAIS
153
Christensen King & Associates Investment Services
Washington
$298K -$1.34K -12 -0.4%
RFG
154
REAP Financial Group
Texas
$276K -$56.7K -507 -17%
AFP
155
Ausdal Financial Partners
Iowa
$276K -$63.4K -567 -19%
CFGS
156
Concourse Financial Group Securities
Alabama
$275K -$85.5K -764 -24%
KA
157
Kovack Advisors
Florida
$274K +$274K +2,452 New
1W
158
1776 Wealth
Georgia
$267K -$27.5K -246 -9%
WAM
159
Walker Asset Management
Missouri
$256K -$28K -250 -10%
AAS
160
Ameritas Advisory Services
Nebraska
$254K -$112 -1 -0%
NFG
161
Nations Financial Group
Iowa
$253K – – –
CFA
162
Cahill Financial Advisors
Minnesota
$252K +$448 +4 +0.2%
VCM
163
Vivaldi Capital Management
Illinois
$246K -$15.4K -138 -6%
CWP
164
Cyndeo Wealth Partners
Florida
$244K +$4.7K +42 +2%
NS
165
NBC Securities
Alabama
$242K -$178K -1,595 -42%
PCS
166
Private Client Services
Kentucky
$228K +$228K +2,040 New
WS
167
Wedbush Securities
California
$228K +$6.26K +56 +3%
WI
168
Wintrust Investments
Illinois
$225K -$2.03M -18,171 -90%
CCA
169
Clearwater Capital Advisors
Illinois
$224K – – –
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$224K – – –
OBWG
171
Onyx Bridge Wealth Group
New York
$220K – – –
WE
172
Wealth Effects
Massachusetts
$206K +$206K +1,840 New
BCM
173
Brookstone Capital Management
Illinois
$202K +$202K +1,809 New
SOS
174
Silver Oak Securities
Tennessee
$188K +$188K +1,691 New
DWA
175
Delos Wealth Advisors
Texas
$184K – – –
5 6
7
8 9