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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

236 hedge funds and large institutions have $736M invested in First Trust Health Care AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
75
Reduced
55
Closed
18
Calls
$1.45M
Puts
–
Net Calls
+$1.45M
Net Calls Change
-$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Goldman Sachs
2
Goldman Sachs
New York
$12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$25.3M
4
Bank of America
4
Bank of America
North Carolina
$46.2M
5
NA
5
Navellier & Associates
Nevada
$5.36M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$30.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
BPA
5
Beacon Pointe Advisors
California
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$205M 1,984,653 +181,696 +10%
Wells Fargo
2
Wells Fargo
California
$64.8M 628,573 +36,106 +6%
Bank of America
3
Bank of America
North Carolina
$46.2M 447,912 +74,226 +20%
LPL Financial
4
LPL Financial
California
$43.1M 418,419 +41,326 +11%
UBS Group
5
UBS Group
Switzerland
$30.3M 294,154 -54,657 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.3M 245,715 +96,553 +65%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.8M 230,683 +32,576 +16%
RJA
8
Raymond James & Associates
Florida
$20.6M 199,601 +3,900 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$13M 125,672 +14,948 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.8M 123,721 +21,765 +21%
Goldman Sachs
11
Goldman Sachs
New York
$12M 116,739 +109,238 +1,456%
Ameriprise
12
Ameriprise
Minnesota
$11.4M 110,811 +25,305 +30%
VCM
13
Virtue Capital Management
Tennessee
$11.4M 110,924 +42,075 +61%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.4M 110,321 +4,451 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.69M 93,983 -1,364 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.19M 69,693 -23,402 -25%
FAIM
17
Financial Advocates Investment Management
Washington
$6.7M 64,986 -1,611 -2%
KAS
18
Kestra Advisory Services
Texas
$6.3M 61,107 +252 +0.4%
Stifel Financial
19
Stifel Financial
Missouri
$6.12M 59,335 +6,374 +12%
RIA
20
Regal Investment Advisors
Michigan
$5.47M 52,994 +789 +2%
NA
21
Navellier & Associates
Nevada
$5.36M 52,000 +52,000 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$4.88M 47,341 +913 +2%
Truist Financial
23
Truist Financial
North Carolina
$4.58M 44,434 +21,278 +92%
EFL
24
ERn Financial LLC
Wisconsin
$4.52M 43,835 +43,835 New
KPW
25
Kore Private Wealth
New York
$4.39M 42,601 +13 +0%
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