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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
Waverly Advisors
Alabama
$3.1M
4
NA
Navellier & Associates
Nevada
$3.02M
5
CA
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$203M
2
Osaic Holdings
Osaic Holdings
Arizona
$8.12M
3
MTWM
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$75.5K +$54.8K +500 +265%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$73.9K +$73.9K +680 New
NSIM
203
North Star Investment Management
Illinois
$71.2K +$71.2K +650 New
PS
204
Principal Securities
Iowa
$69.6K +$32.4K +296 +87%
CSB
205
City State Bank
Iowa
$65K – – –
AA
206
Addison Advisors
Vermont
$59.9K – – –
IGWM
207
ICA Group Wealth Management
Colorado
$58.7K – – –
FFA
208
Founders Financial Alliance
North Carolina
$54.7K – – –
TH
209
TCTC Holdings
Texas
$49.3K – – –
CAM
210
Creekmur Asset Management
Illinois
$45.7K -$30.1K -275 -40%
CIAS
211
Capital Investment Advisory Services
North Carolina
$39.2K – – –
CCMI
212
Creative Capital Management Investments
California
$38.2K – – –
US Bancorp
213
US Bancorp
Minnesota
$38K +$14.1K +129 +59%
TSWM
214
Tyler-Stone Wealth Management
Ohio
$37.9K – – –
CTC
215
Central Trust Company
Missouri
$37.4K – – –
PTC
216
Private Trust Company
Ohio
$36.5K -$8K -73 -18%
MA
217
MCF Advisors
Kentucky
$35.7K – – –
AIM
218
Anchor Investment Management
South Carolina
$35.1K – – –
HBW
219
Hazlett, Burt & Watson
West Virginia
$35K – – –
WIM
220
Westside Investment Management
California
$34.9K – – –
HGERS
221
Householder Group Estate & Retirement Specialist
Arizona
$32.7K +$19K +173 +138%
TAM
222
Tucker Asset Management
Colorado
$32.1K +$8.33K +76 +35%
IPW
223
Impact Partnership Wealth
Georgia
$30.5K – – –
WT
224
Washington Trust
Rhode Island
$30.5K – – –
GTAM
225
Global Trust Asset Management
Florida
$30.1K – – –
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9
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