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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
NA
2
Navellier & Associates
Nevada
$7.83M
3
FEM
3
Fulcrum Equity Management
Texas
$5.75M
4
RIA
4
Regal Investment Advisors
Michigan
$5.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$35.3M
2
Wells Fargo
2
Wells Fargo
California
$75.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$973K
4
Bank of America
4
Bank of America
North Carolina
$48.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$54K +$2.35K +20 +5%
TH
177
TCTC Holdings
Texas
$53K – – –
ASN
178
Advisory Services Network
Georgia
$51K +$51K +432 New
CIAS
179
Capital Investment Advisory Services
North Carolina
$47K – – –
MA
180
MCF Advisors
Kentucky
$38K – – –
TCOV
181
Trust Company of Vermont
Vermont
$37K – – –
BCWM
182
Bartlett & Co Wealth Management
Ohio
$35.1K – – –
BC
183
Bartlett & Co
Ohio
$35K – – –
AF
184
Advisornet Financial
Minnesota
$35K +$4.33K +37 +14%
TIM
185
Tortoise Investment Management
New York
$34K – – –
WT
186
Washington Trust
Rhode Island
$33K – – –
SB
187
Strategic Blueprint
Georgia
$33K +$33K +282 New
PMFA
188
Plante Moran Financial Advisors
Michigan
$30K – – –
GWSG
189
GPS Wealth Strategies Group
Colorado
$26K – – –
TF
190
TimeScale Financial
Massachusetts
$25K +$3.05K +26 +14%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$25K +$7.56K +65 +43%
IBOK
192
Independence Bank of Kentucky
Kentucky
$24K – – –
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.4K – – –
OIA
194
Optimum Investment Advisors
Illinois
$23K – – –
WP
195
WealthShield Partners
North Carolina
$23K +$23K +200 New
JFA
196
JNBA Financial Advisors
Minnesota
$21K – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
LWA
198
Lowe Wealth Advisors
Maryland
$19K – – –
NFSG
199
Newbridge Financial Services Group
Florida
$19K – – –
JPLA
200
Joseph P. Lucia & Associates
New York
$18K – – –
6 7
8
9 10