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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $789M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 24 closing their positions.

Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
54
Reduced
65
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$218M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.04M
4
KAS
4
Kestra Advisory Services
Texas
$7.68M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.95M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.5M
3
IPW
3
IronBridge Private Wealth
Texas
$0
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$218M 1,759,364 +81,994 +5%
Wells Fargo
2
Wells Fargo
California
$70.2M 565,545 -90,187 -14%
Bank of America
3
Bank of America
North Carolina
$51.1M 411,887 -45,498 -10%
LPL Financial
4
LPL Financial
California
$44.3M 356,614 +27 +0%
UBS Group
5
UBS Group
Switzerland
$43.6M 351,018 -5,402 -2%
RJA
6
Raymond James & Associates
Florida
$26.7M 215,108 -2,793 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.2M 202,681 -3,071 -1%
Truist Financial
8
Truist Financial
North Carolina
$17.3M 139,311 +1,595 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.1M 137,890 -10,021 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.8M 119,332 +4,405 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.3M 98,865 +1,900 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$12M 97,021 -1,626 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.5M 92,277 -84,912 -48%
Stifel Financial
14
Stifel Financial
Missouri
$9.47M 76,298 +5,866 +8%
Ameriprise
15
Ameriprise
Minnesota
$8.97M 72,267 +2,684 +4%
FAIM
16
Financial Advocates Investment Management
Washington
$8.42M 67,774 -721 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.88M 63,499 +8,505 +15%
KAS
18
Kestra Advisory Services
Texas
$7.68M 61,868 +18,604 +43%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.95M 56,077 +17,779 +46%
RIA
20
Regal Investment Advisors
Michigan
$6.13M 49,336 +1,041 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.47M 44,080 +172 +0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.38M 43,314 +1,039 +2%
KPW
23
Kore Private Wealth
New York
$5.07M 40,835 -1,296 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.05M 40,677 +40,677 New
PAG
25
Private Advisor Group
New Jersey
$4.73M 38,055 +1,620 +4%
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