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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

206 hedge funds and large institutions have $680M invested in First Trust Health Care AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 30 closing their positions.

Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
57
Reduced
69
Closed
30
Calls
$2.28M
Puts
$44M
Net Calls
-$41.7M
Net Calls Change
-$23.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.46M
2
SWM
2
Spire Wealth Management
Virginia
$3.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.9M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.37M
5
RJA
5
Raymond James & Associates
Florida
$23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$166M
2
JAWM
2
J. Arnold Wealth Management
Ohio
$730K
3
Barclays
3
Barclays
United Kingdom
$114K
4
DADC
4
D.A. Davidson & Co
Montana
$804K
5
Wells Fargo
5
Wells Fargo
California
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M 1,529,402 -145,089 -9%
Wells Fargo
2
Wells Fargo
California
$74.3M 683,955 -66,433 -9%
Bank of America
3
Bank of America
North Carolina
$47.4M 436,691 -23,416 -5%
UBS Group
4
UBS Group
Switzerland
$37.6M 346,624 -15,562 -4%
LPL Financial
5
LPL Financial
California
$36.4M 334,896 -118 -0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$26.5M 243,772 -604 -0.2%
RJA
7
Raymond James & Associates
Florida
$23M 211,927 +12,008 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$19.3M 177,968 +1,309 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.6M 152,806 +7,717 +5%
Truist Financial
10
Truist Financial
North Carolina
$15.9M 146,156 -11,484 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.1M 111,372 +3,658 +3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.4M 105,189 +1,028 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.8M 81,013 +7,218 +10%
FAIM
14
Financial Advocates Investment Management
Washington
$7.76M 71,437 -1,403 -2%
Ameriprise
15
Ameriprise
Minnesota
$6.83M 63,011 +678 +1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$6.79M 62,511 -10,761 -15%
Stifel Financial
17
Stifel Financial
Missouri
$6.42M 59,081 -3,029 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.25M 48,377 +6,512 +16%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.71M 43,374 -1,737 -4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.68M 43,074 -32,540 -43%
Citadel Advisors
21
Citadel Advisors
Florida
$4.46M 41,053 +36,999 +913%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.37M 40,215 +13,019 +48%
KPW
23
Kore Private Wealth
New York
$4.37M 40,209 +3,518 +10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.9M 35,874 +19,807 +123%
PAG
25
Private Advisor Group
New Jersey
$3.89M 35,769 -720 -2%
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