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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 %
GTAM
201
Global Trust Asset Management
Florida
$67.7K – – –
CSB
202
City State Bank
Iowa
$64K – – –
AA
203
AlphaMark Advisors
Kentucky
$60K – – –
AA
204
Addison Advisors
Vermont
$59.2K – – –
PTC
205
Private Trust Company
Ohio
$57.7K -$99.3K -917 -63%
Citigroup
206
Citigroup
New York
$55.8K – – –
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$54.2K – – –
FFA
208
Founders Financial Alliance
North Carolina
$54K – – –
HBW
209
Hazlett, Burt & Watson
West Virginia
$54K – – –
TF
210
TimeScale Financial
Massachusetts
$49.9K – – –
IGWM
211
ICA Group Wealth Management
Colorado
$48.7K -$20.6K -190 -30%
TH
212
TCTC Holdings
Texas
$48.7K – – –
CIAS
213
Capital Investment Advisory Services
North Carolina
$45.5K – – –
CCMI
214
Creative Capital Management Investments
California
$37.8K +$37.8K +349 New
CTC
215
Central Trust Company
Missouri
$36.2K – – –
PA
216
PSI Advisors
Florida
$35.4K -$18.4K -170 -34%
MA
217
MCF Advisors
Kentucky
$35.3K – – –
WIM
218
Westside Investment Management
California
$34.4K – – –
BCWM
219
Bartlett & Co Wealth Management
Ohio
$32.5K – – –
BC
220
Bartlett & Co
Ohio
$32K – – –
WT
221
Washington Trust
Rhode Island
$30.1K – – –
US Bancorp
222
US Bancorp
Minnesota
$29.2K -$4.44K -41 -13%
ACA
223
Aptus Capital Advisors
Alabama
$28.7K – – –
TAM
224
Tucker Asset Management
Colorado
$28.6K -$8.99K -83 -24%
AF
225
Advisornet Financial
Minnesota
$23K -$3.47K -32 -13%
7 8
9
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