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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
Wells Fargo
California
$54.9M
5
Morgan Stanley
Morgan Stanley
New York
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$181K +$17K +152 +10%
AF
177
Allworth Financial
California
$179K +$112 +1 +0.1%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$166K +$38.4K +345 +30%
RFA
179
Register Financial Advisors
Georgia
$157K +$5.59K +50 +4%
CA
180
CoreCap Advisors
Michigan
$145K – – –
JIP
181
Jaffetilchin Investment Partners
Florida
$136K +$136K +1,219 New
WSFS
182
Wilmington Savings Fund Society
Delaware
$126K +$126K +1,125 New
Bessemer Group
183
Bessemer Group
New Jersey
$123K – – –
AP
184
Atwood & Palmer
Missouri
$122K – – –
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$119K -$63K -563 -35%
T
186
Tidemark
California
$117K – – –
LOIP
187
Live Oak Investment Partners
Texas
$110K -$102K – –
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$92.8K – – –
Russell Investments Group
189
Russell Investments Group
United Kingdom
$91.6K +$4.47K +40 +5%
TC
190
Truvestments Capital
Florida
$89.5K +$89.5K +800 New
PS
191
Principal Securities
Iowa
$81.7K +$7.72K +69 +10%
PCA
192
Providence Capital Advisors
North Carolina
$78.9K – – –
HWA
193
HHM Wealth Advisors
Tennessee
$77.6K -$20.1K -180 -21%
William Blair & Company
194
William Blair & Company
Illinois
$77.1K – – –
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$76.1K – – –
TAM
196
Tucker Asset Management
Colorado
$68K -$35.9K -321 -35%
CSB
197
City State Bank
Iowa
$66.3K – – –
AA
198
Addison Advisors
Vermont
$61.2K – – –
GI
199
GAMMA Investing
California
$60.9K – – –
SS
200
Sunbelt Securities
Texas
$57.9K -$48.8K -436 -46%
6 7
8
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