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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
Jane Street
New York
$5.91M
4
CAS
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$62.4M
2
FAIM
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.4M
4
WQ
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$224K -$8.14K -75 -4%
GRP
177
Global Retirement Partners
California
$218K +$1.73K +16 +0.8%
CCA
178
Clearwater Capital Advisors
Illinois
$217K – – –
CIBC World Market
179
CIBC World Market
Ontario, Canada
$214K – – –
M1FG
180
Mach-1 Financial Group
Arkansas
$213K +$213K +1,970 New
IF
181
Intrua Financial
Texas
$212K – – –
BAM
182
Belpointe Asset Management
Nevada
$210K -$26.3K -243 -11%
TCA
183
Transcend Capital Advisors
New Jersey
$209K +$209K +1,931 New
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$206K -$1.01M -9,358 -83%
CF
185
Centaurus Financial
California
$205K -$273K -2,525 -57%
BA
186
Ballew Advisors
Mississippi
$201K +$201K +1,870 New
DWA
187
Delos Wealth Advisors
Texas
$178K – – –
AF
188
Allworth Financial
California
$176K -$80.5K -743 -31%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$167K -$51.5K -475 -24%
CTB
190
Country Trust Bank
Illinois
$148K – – –
HWA
191
HHM Wealth Advisors
Tennessee
$143K – – –
BEI
192
Benjamin Edwards Inc
Missouri
$125K -$80.8K -747 -39%
AP
193
Atwood & Palmer
Missouri
$118K – – –
TSWM
194
Tyler-Stone Wealth Management
Ohio
$114K +$114K +1,054 New
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$111K – – –
BWA
196
BDO Wealth Advisors
Florida
$110K – – –
CG
197
Cutler Group
California
$108K +$108K +1,000 New
LOIP
198
Live Oak Investment Partners
Texas
$106K -$105K – –
Bessemer Group
199
Bessemer Group
New Jersey
$101K -$35.3K -327 -26%
CAL
200
Capital Analysts LLC
Pennsylvania
$75K -$25.5K -236 -25%
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8
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