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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 %
AA
201
Addison Advisors
Vermont
$56.6K
IGWM
202
ICA Group Wealth Management
Colorado
$55.5K +$55.5K +536 New
FFA
203
Founders Financial Alliance
North Carolina
$51.7K
TH
204
TCTC Holdings
Texas
$46.6K
PTC
205
Private Trust Company
Ohio
$42K -$13.2K -127 -24%
CIAS
206
Capital Investment Advisory Services
North Carolina
$37.1K +$11.2K +108 +43%
CCMI
207
Creative Capital Management Investments
California
$36.1K
TSWM
208
Tyler-Stone Wealth Management
Ohio
$35.8K -$73.3K -708 -67%
CTC
209
Central Trust Company
Missouri
$35.3K
PS
210
Principal Securities
Iowa
$35.1K +$35.1K +339 New
PA
211
PSI Advisors
Florida
$33.8K
MA
212
MCF Advisors
Kentucky
$33.8K
AIM
213
Anchor Investment Management
South Carolina
$33.1K
HBW
214
Hazlett, Burt & Watson
West Virginia
$33K -$17.9K -175 -35%
WIM
215
Westside Investment Management
California
$32.9K
BCWM
216
Bartlett & Co Wealth Management
Ohio
$31.2K
BC
217
Bartlett & Co
Ohio
$31K
AA
218
Ancora Advisors
Ohio
$29K +$29K +280 New
WT
219
Washington Trust
Rhode Island
$28.8K
IPW
220
Impact Partnership Wealth
Georgia
$28.8K
GTAM
221
Global Trust Asset Management
Florida
$28.5K -$31.1K -300 -52%
US Bancorp
222
US Bancorp
Minnesota
$22.6K -$59.2K -572 -72%
TAM
223
Tucker Asset Management
Colorado
$22.5K -$13.5K -130 -37%
AWM
224
Avior Wealth Management
Nebraska
$22.3K -$345K -3,333 -94%
TVAMP
225
Tennessee Valley Asset Management Partners
Tennessee
$20.8K +$20.8K +200 New