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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
LPL Financial
California
$58.6M
2
CAN
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.2M
4
AssetMark Inc
AssetMark Inc
California
$1.61M
5
TCM
Triumph Capital Management
Colorado
$1.12M

Top Sellers

1
JAWM
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
Wells Fargo
Wells Fargo
California
$56.1M
4
CAS
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$178K -$654K -6,730 -79%
DWA
177
Delos Wealth Advisors
Texas
$171K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$159K – – –
AF
179
Allworth Financial
California
$145K -$13.4K -138 -8%
CTB
180
Country Trust Bank
Illinois
$133K – – –
HWA
181
HHM Wealth Advisors
Tennessee
$128K – – –
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$123K +$116K +1,189 +1,629%
AP
183
Atwood & Palmer
Missouri
$106K – – –
TSWM
184
Tyler-Stone Wealth Management
Ohio
$102K – – –
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$99.3K – – –
LOIP
186
Live Oak Investment Partners
Texas
$95.2K -$106K – –
BEI
187
Benjamin Edwards Inc
Missouri
$95K -$17.8K -182 -16%
Bessemer Group
188
Bessemer Group
New Jersey
$91K – – –
US Bancorp
189
US Bancorp
Minnesota
$76.8K +$50.5K +520 +193%
CSB
190
City State Bank
Iowa
$58K – – –
GTAM
191
Global Trust Asset Management
Florida
$55.9K -$4.86K -50 -8%
AA
192
Addison Advisors
Vermont
$53.1K – – –
AA
193
AlphaMark Advisors
Kentucky
$53K – – –
PTC
194
Private Trust Company
Ohio
$51.8K – – –
Citigroup
195
Citigroup
New York
$50.1K +$97 +1 +0.2%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$48.6K – – –
FFA
197
Founders Financial Alliance
North Carolina
$48.5K – – –
HBW
198
Hazlett, Burt & Watson
West Virginia
$48K – – –
TH
199
TCTC Holdings
Texas
$43.7K – – –
CCMI
200
Creative Capital Management Investments
California
$33.9K – – –
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8
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