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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$218M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
Goldman Sachs
New York
$4.04M
4
KAS
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
IronBridge Private Wealth
Texas
$0
4
BFA
Beaumont Financial Advisors
Massachusetts
$0
5
NA
Navellier & Associates
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
201
Trust Company of Vermont
Vermont
$39K +$39K +315 New
AIM
202
Anchor Investment Management
South Carolina
$38.5K +$38.5K +310 New
HF
203
Halpern Financial
Virginia
$37.2K -$146K -1,176 -80%
WT
204
Washington Trust
Rhode Island
$35K – – –
AF
205
Advisornet Financial
Minnesota
$31K -$3.35K -27 -10%
CIAS
206
Capital Investment Advisory Services
North Carolina
$31K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$29K +$2.47K +20 +9%
GWSG
208
GPS Wealth Strategies Group
Colorado
$28K – – –
CCM
209
Covington Capital Management
California
$27K – – –
OIA
210
Optimum Investment Advisors
Illinois
$25K – – –
IBOK
211
Independence Bank of Kentucky
Kentucky
$25K – – –
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K – – –
CWS
213
Confluence Wealth Services
Pennsylvania
$24K +$24K +200 New
JFA
214
JNBA Financial Advisors
Minnesota
$22K – – –
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
AIP
216
Ameritas Investment Partners
Nebraska
$22K +$16K +132 +264%
LWA
217
Lowe Wealth Advisors
Maryland
$20K – – –
NFSG
218
Newbridge Financial Services Group
Florida
$20K – – –
AWM
219
Avior Wealth Management
Nebraska
$19K +$19K +154 New
HCP
220
Hexagon Capital Partners
Arkansas
$17K – – –
LWANC
221
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
EWM
222
EPG Wealth Management
Georgia
$13K – – –
GEA
223
Glen Eagle Advisors
New Jersey
$12.4K – – –
GFPC
224
Global Financial Private Client
Florida
$10.7K – – –
SCA
225
Stonebridge Capital Advisors
Minnesota
$9K +$9K +70 New
7 8
9
10 11