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First Trust Health Care AlphaDEX Fund

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
176
Cyndeo Wealth Partners
Florida
$221K
WIC
177
Willis Investment Counsel
Georgia
$220K +$220K +2,125 New
GM
178
GeoWealth Management
Illinois
$220K +$220K +2,128 New
CI
179
CX Institutional
Indiana
$215K -$741K -7,151 -77%
MOS
180
MGO One Seven
Ohio
$209K -$67.3K -650 -24%
CCA
181
Clearwater Capital Advisors
Illinois
$207K +$207K +2,000 New
OBWG
182
Onyx Bridge Wealth Group
New York
$204K +$204K +1,966 New
WE
183
Wealth Effects
Massachusetts
$201K +$201K +1,939 New
T
184
Tidemark
California
$177K +$177K +1,713 New
DWA
185
Delos Wealth Advisors
Texas
$171K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$161K
CTB
187
Country Trust Bank
Illinois
$141K
AF
188
Allworth Financial
California
$141K -$13.3K -128 -9%
RFA
189
Register Financial Advisors
Georgia
$140K +$140K +1,348 New
HWA
190
HHM Wealth Advisors
Tennessee
$136K
AP
191
Atwood & Palmer
Missouri
$113K
BEI
192
Benjamin Edwards Inc
Missouri
$110K +$9.69K +94 +10%
LOIP
193
Live Oak Investment Partners
Texas
$101K -$95.2K
Bessemer Group
194
Bessemer Group
New Jersey
$97K
BWM
195
BKM Wealth Management
Wisconsin
$90.7K +$90.7K +876 New
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$86.8K -$21K -200 -19%
PCA
197
Providence Capital Advisors
North Carolina
$73K +$73K +705 New
CAM
198
Creekmur Asset Management
Illinois
$71.7K +$71.7K +692 New
CSB
199
City State Bank
Iowa
$61K
AA
200
AlphaMark Advisors
Kentucky
$57K