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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 %
TAM
201
Tucker Asset Management
Colorado
$33.7K +$8.06K +83 +31%
CTC
202
Central Trust Company
Missouri
$33.1K +$680 +7 +2%
PA
203
PSI Advisors
Florida
$31.7K – – –
MA
204
MCF Advisors
Kentucky
$31.7K – – –
AIM
205
Anchor Investment Management
South Carolina
$31.1K +$31.1K +320 New
WIM
206
Westside Investment Management
California
$30.9K – – –
BCWM
207
Bartlett & Co Wealth Management
Ohio
$29.1K – – –
BC
208
Bartlett & Co
Ohio
$29K – – –
WT
209
Washington Trust
Rhode Island
$27K – – –
IPW
210
Impact Partnership Wealth
Georgia
$27K +$27K +278 New
CAL
211
Capital Analysts LLC
Pennsylvania
$26K -$42.5K -430 -62%
ACA
212
Aptus Capital Advisors
Alabama
$25.7K – – –
CIAS
213
Capital Investment Advisory Services
North Carolina
$24.3K -$16.5K -170 -40%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4K – – –
GEA
215
Glen Eagle Advisors
New Jersey
$19.4K – – –
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$17.2K – – –
AF
217
Advisornet Financial
Minnesota
$17K -$3.6K -37 -17%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
ADL
219
Asset Dedication LLC
California
$17K – – –
RDIA
220
RE Dickinson Investment Advisors
Iowa
$17K +$17K +175 New
LWA
221
Lowe Wealth Advisors
Maryland
$15.6K – – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$14.6K – – –
HWM
223
HighMark Wealth Management
Minnesota
$14.6K – – –
HL
224
HeadInvest LLC
Maine
$14.1K +$14.1K +146 New
HCP
225
Hexagon Capital Partners
Arkansas
$12.9K – – –
7 8
9
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