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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14M
2
CAN
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
LPL Financial
California
$70.8M
4
PFG
Prosperity Financial Group
California
$4.12M
5
HFP
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
Morgan Stanley
New York
$219M
4
Truist Financial
Truist Financial
North Carolina
$4.04M
5
AWM
AE Wealth Management
Kansas
$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$217K -$1.87M -17,368 -90%
GRP
177
Global Retirement Partners
California
$215K -$17.8K -165 -8%
CCA
178
Clearwater Capital Advisors
Illinois
$215K – – –
CIBC World Market
179
CIBC World Market
Ontario, Canada
$212K – – –
HFS
180
Howard Financial Services
Texas
$210K – – –
IF
181
Intrua Financial
Texas
$208K +$4.37K +41 +2%
FWP
182
Firethorn Wealth Partners
Georgia
$207K +$207K +1,885 New
BEI
183
Benjamin Edwards Inc
Missouri
$205K +$85.5K +793 +72%
BCM
184
Brookstone Capital Management
Illinois
$201K +$201K +1,831 New
Fidelity Investments
185
Fidelity Investments
Massachusetts
$185K -$19.1K -178 -9%
DWA
186
Delos Wealth Advisors
Texas
$177K – – –
PTC
187
Private Trust Company
Ohio
$156K -$58.9K -548 -27%
CTB
188
Country Trust Bank
Illinois
$147K – – –
HWA
189
HHM Wealth Advisors
Tennessee
$142K – – –
Bessemer Group
190
Bessemer Group
New Jersey
$136K +$130K +1,203 +2,039%
AP
191
Atwood & Palmer
Missouri
$117K – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$110K – – –
BWA
193
BDO Wealth Advisors
Florida
$110K +$4.84K +45 +5%
LOIP
194
Live Oak Investment Partners
Texas
$105K -$107K – –
CAL
195
Capital Analysts LLC
Pennsylvania
$100K – – –
IGWM
196
ICA Group Wealth Management
Colorado
$68.8K – – –
GTAM
197
Global Trust Asset Management
Florida
$67.2K -$10.8K -100 -14%
CSB
198
City State Bank
Iowa
$64K +$64K +593 New
AA
199
AlphaMark Advisors
Kentucky
$59K +$16.1K +150 +38%
AA
200
Addison Advisors
Vermont
$58.8K – – –
6 7
8
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