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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

252 hedge funds and large institutions have $890M invested in First Trust Health Care AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 73 reducing their positions, and 19 closing their positions.

Holders
252
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
87
Reduced
73
Closed
19
Calls
$1.51M
Puts
$50K
Net Calls
+$1.46M
Net Calls Change
-$1.61M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14M
2
CAN
2
Cetera Advisor Networks
California
$7.63M
3
LPL Financial
3
LPL Financial
California
$70.8M
4
PFG
4
Prosperity Financial Group
California
$4.12M
5
HFP
5
Holistic Financial Partners
Indiana
$3.92M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$1.84M
2
Bank of America
2
Bank of America
North Carolina
$38.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Truist Financial
4
Truist Financial
North Carolina
$4.04M
5
AWM
5
AE Wealth Management
Kansas
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$219M 2,039,843 -70,555 -3%
Wells Fargo
2
Wells Fargo
California
$72.6M 675,263 +34,981 +5%
LPL Financial
3
LPL Financial
California
$70.8M 658,868 +39,071 +6%
UBS Group
4
UBS Group
Switzerland
$39.4M 366,675 +4,644 +1%
Bank of America
5
Bank of America
North Carolina
$38.2M 355,431 -96,010 -21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34M 315,995 +2,685 +0.9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.1M 251,575 -11,658 -4%
RJA
8
Raymond James & Associates
Florida
$24.7M 229,619 +412 +0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$20.8M 193,155 +29,826 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.5M 162,892 -326 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$14.8M 137,396 +8,163 +6%
Stifel Financial
12
Stifel Financial
Missouri
$14.2M 131,714 +23,974 +22%
Goldman Sachs
13
Goldman Sachs
New York
$14M 130,262 +101,131 +347%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10.5M 97,944 -8,065 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.1M 94,138 +20,667 +28%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.86M 82,370 +165 +0.2%
RIA
17
Regal Investment Advisors
Michigan
$8.01M 74,484 +10,031 +16%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$7.86M 73,086 +22,221 +44%
CAN
19
Cetera Advisor Networks
California
$7.63M 70,999 +43,042 +154%
FAIM
20
Financial Advocates Investment Management
Washington
$7.39M 68,745 +1,362 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.18M 48,127 -7,195 -13%
Corient Private Wealth
22
Corient Private Wealth
Florida
$5.06M 47,017 +187 +0.4%
AAS
23
Avantax Advisory Services
Texas
$4.97M 46,216 +99 +0.2%
EFL
24
ERn Financial LLC
Wisconsin
$4.88M 45,361 +112 +0.2%
WQ
25
Wealth Quarterback
New Jersey
$4.76M 44,283 +707 +2%
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