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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
Goldman Sachs
New York
$4.04M
4
KAS
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
IronBridge Private Wealth
Texas
$0
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
176
HHM Wealth Advisors
Tennessee
$163K – – –
FEG
177
Financial Enhancement Group
Indiana
$148K -$23.1K -187 -14%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$138K -$34.6K -278 -20%
AP
179
Atwood & Palmer
Missouri
$135K – – –
BWA
180
BDO Wealth Advisors
Florida
$127K – – –
TSWM
181
Tyler-Stone Wealth Management
Ohio
$124K +$124K +1,002 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$102K +$102K +825 New
CFA
183
Carroll Financial Associates
North Carolina
$93K – – –
DWP
184
Destiny Wealth Partners
Florida
$93K – – –
HNWAG
185
High Net Worth Advisory Group
Florida
$87K +$87K +700 New
NSIM
186
North Star Investment Management
Illinois
$87K +$87K +703 New
FPWM
187
FSB Premier Wealth Management
Iowa
$86K +$86K +696 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$85K +$85K +688 New
AA
189
Addison Advisors
Vermont
$68K – – –
FFA
190
Founders Financial Alliance
North Carolina
$62K – – –
CA
191
Clearstead Advisors
Ohio
$58K – – –
SFPG
192
Stonebridge Financial Planning Group
Florida
$58K – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$8.34K -67 -13%
TH
194
TCTC Holdings
Texas
$56K – – –
KPCM
195
Kings Point Capital Management
New York
$53K – – –
MFT
196
Moisand Fitzgerald Tamayo
Florida
$50K +$50K +400 New
US Bancorp
197
US Bancorp
Minnesota
$49K -$39.3K -317 -45%
ADL
198
Asset Dedication LLC
California
$43K -$16.8K -135 -28%
FF
199
FourThought Financial
Florida
$41K – – –
ODG
200
O'Dell Group
Ohio
$41K +$41K +334 New
6 7
8
9 10