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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $910M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 19 closing their positions.

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
70
Reduced
93
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.4M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$13M
3
Jane Street
3
Jane Street
New York
$5.91M
4
CAS
4
Coppell Advisory Solutions
Texas
$8.09M
5
MFG
5
Merit Financial Group
Georgia
$5.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$62.4M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$7.4M
4
WQ
4
Wealth Quarterback
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$69.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$219M 2,025,390 -14,453 -0.7%
Wells Fargo
2
Wells Fargo
California
$69.1M 638,116 -37,147 -6%
LPL Financial
3
LPL Financial
California
$62.4M 575,751 -83,117 -13%
UBS Group
4
UBS Group
Switzerland
$38.9M 359,555 -7,120 -2%
Bank of America
5
Bank of America
North Carolina
$37.4M 345,514 -9,917 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$35.2M 325,276 +9,281 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$26.4M 243,805 -7,770 -3%
JAWM
8
J. Arnold Wealth Management
Ohio
$26.4M 243,555 +240,322 +7,433%
RJA
9
Raymond James & Associates
Florida
$23M 212,677 -16,942 -7%
Osaic Holdings
10
Osaic Holdings
Arizona
$21.5M 198,412 +5,257 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.6M 181,197 +18,305 +11%
Ameriprise
12
Ameriprise
Minnesota
$15.2M 140,104 +2,708 +2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$13M 120,406 +47,320 +65%
Goldman Sachs
14
Goldman Sachs
New York
$12.4M 114,648 -15,614 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$12M 110,569 +16,431 +17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.1M 102,172 +1,980 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$10.2M 94,573 -3,371 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$8.88M 81,966 -404 -0.5%
CAS
19
Coppell Advisory Solutions
Texas
$8.09M 75,270 +41,883 +125%
CAN
20
Cetera Advisor Networks
California
$8.05M 74,336 +3,337 +5%
Stifel Financial
21
Stifel Financial
Missouri
$7.4M 68,341 -63,373 -48%
Corient Private Wealth
22
Corient Private Wealth
Florida
$7.32M 67,604 +20,587 +44%
RIA
23
Regal Investment Advisors
Michigan
$6.37M 58,783 -15,701 -21%
Jane Street
24
Jane Street
New York
$5.91M 54,548 +42,648 +358%
AAS
25
Avantax Advisory Services
Texas
$5.21M 48,084 +1,868 +4%
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