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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

216 hedge funds and large institutions have $757M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+10
Holders Change %
+4.85%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
55
Reduced
67
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$197M
2
NA
2
Navellier & Associates
Nevada
$7.83M
3
FEM
3
Fulcrum Equity Management
Texas
$5.75M
4
RIA
4
Regal Investment Advisors
Michigan
$5.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$6.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$35.3M
2
Wells Fargo
2
Wells Fargo
California
$75.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$973K
4
Bank of America
4
Bank of America
North Carolina
$48.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$197M 1,682,789 +153,387 +10%
Wells Fargo
2
Wells Fargo
California
$75.4M 643,526 -40,429 -6%
Bank of America
3
Bank of America
North Carolina
$48.5M 414,222 -22,469 -5%
LPL Financial
4
LPL Financial
California
$38.7M 330,052 -4,844 -1%
UBS Group
5
UBS Group
Switzerland
$35.3M 301,346 -45,278 -13%
RJA
6
Raymond James & Associates
Florida
$26.1M 222,970 +11,043 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26M 222,318 -21,454 -9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$20.5M 175,146 -2,822 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.4M 140,076 -12,730 -8%
Truist Financial
10
Truist Financial
North Carolina
$16.3M 138,809 -7,347 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.1M 111,964 +592 +0.5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$12M 102,676 -2,513 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$10.6M 90,455 +9,442 +12%
FAIM
14
Financial Advocates Investment Management
Washington
$8.01M 68,367 -3,070 -4%
NA
15
Navellier & Associates
Nevada
$7.83M 66,875 +66,875 New
Ameriprise
16
Ameriprise
Minnesota
$7.63M 65,181 +2,170 +3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.24M 61,795 -716 -1%
Stifel Financial
18
Stifel Financial
Missouri
$7.13M 60,859 +1,778 +3%
Goldman Sachs
19
Goldman Sachs
New York
$6.79M 58,014 +28,878 +99%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.21M 53,018 +4,641 +10%
FEM
21
Fulcrum Equity Management
Texas
$5.75M 49,109 +49,109 New
RIA
22
Regal Investment Advisors
Michigan
$5.7M 48,672 +48,672 New
HighTower Advisors
23
HighTower Advisors
Illinois
$5.21M 44,398 +1,024 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$5.18M 44,192 +3,139 +8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.99M 42,587 +2,372 +6%
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