FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

256 hedge funds and large institutions have $897M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+12
Holders Change %
+4.92%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
87
Reduced
69
Closed
15
Calls
$3.11M
Puts
$41K
Net Calls
+$3.07M
Net Calls Change
+$961K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.94M
4
WQ
4
Wealth Quarterback
New Jersey
$4.74M
5
RJA
5
Raymond James & Associates
Florida
$24.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
JAWM
2
J. Arnold Wealth Management
Ohio
$337K
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.42M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.17M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$215K +$215K +1,975 New
HFS
177
Howard Financial Services
Texas
$212K +$212K +1,950 New
IF
178
Intrua Financial
Texas
$211K +$211K +1,913 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$206K +$13.2K +121 +7%
HSA
180
HBK Sorce Advisory
Pennsylvania
$203K +$203K +1,866 New
MCC
181
Money Concepts Capital
Florida
$189K +$22.3K +205 +13%
DWA
182
Delos Wealth Advisors
Texas
$179K – – –
CTB
183
Country Trust Bank
Illinois
$148K – – –
HWA
184
HHM Wealth Advisors
Tennessee
$143K – – –
BEI
185
Benjamin Edwards Inc
Missouri
$121K -$4.58K -42 -4%
AP
186
Atwood & Palmer
Missouri
$119K – – –
TSWM
187
Tyler-Stone Wealth Management
Ohio
$115K +$109 +1 +0.1%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$112K – – –
LOIP
189
Live Oak Investment Partners
Texas
$107K – – –
BWA
190
BDO Wealth Advisors
Florida
$106K -$5.55K -51 -5%
CAL
191
Capital Analysts LLC
Pennsylvania
$101K – – –
GTAM
192
Global Trust Asset Management
Florida
$78.8K -$59.8K -550 -43%
HNWAG
193
High Net Worth Advisory Group
Florida
$76.1K – – –
IGWM
194
ICA Group Wealth Management
Colorado
$69.6K +$69.6K +640 New
HBW
195
Hazlett, Burt & Watson
West Virginia
$65K – – –
AA
196
Addison Advisors
Vermont
$59.5K – – –
Citigroup
197
Citigroup
New York
$56K – – –
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$54.4K +$54.4K +500 New
FFA
199
Founders Financial Alliance
North Carolina
$54.3K – – –
PA
200
PSI Advisors
Florida
$54K +$109 +1 +0.2%
6 7
8
9 10