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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

246 hedge funds and large institutions have $735M invested in First Trust Health Care AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
-7
Holders Change %
-2.77%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
25
Increased
59
Reduced
93
Closed
30
Calls
$700K
Puts
$10K
Net Calls
+$690K
Net Calls Change
+$3.22M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.6M
2
CAN
2
Cetera Advisor Networks
California
$9.41M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.2M
4
IWM
4
Iams Wealth Management
Nebraska
$1.87M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$1.31M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$684K
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
Wells Fargo
3
Wells Fargo
California
$56.1M
4
CAS
4
Coppell Advisory Solutions
Texas
$2.53M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$183M 1,881,161 -144,229 -7%
LPL Financial
2
LPL Financial
California
$58.6M 603,009 +27,258 +5%
Wells Fargo
3
Wells Fargo
California
$56.1M 577,868 -60,248 -9%
UBS Group
4
UBS Group
Switzerland
$34.5M 355,402 -4,153 -1%
Bank of America
5
Bank of America
North Carolina
$31.9M 327,915 -17,599 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.3M 281,015 -44,261 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23M 236,964 -6,841 -3%
RJA
8
Raymond James & Associates
Florida
$20M 206,293 -6,384 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$18M 184,716 -13,696 -7%
Ameriprise
10
Ameriprise
Minnesota
$14.4M 148,307 +8,203 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.3M 147,172 -34,025 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.5M 107,943 +5,771 +6%
CAN
13
Cetera Advisor Networks
California
$9.41M 96,900 +22,564 +30%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.99M 92,532 -2,041 -2%
Goldman Sachs
15
Goldman Sachs
New York
$8.08M 83,143 -31,505 -27%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.79M 80,133 -30,436 -28%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.81M 70,047 -11,919 -15%
Corient Private Wealth
18
Corient Private Wealth
Florida
$6.53M 67,247 -357 -0.5%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$6.05M 62,238 -58,168 -48%
Stifel Financial
20
Stifel Financial
Missouri
$5.61M 57,777 -10,564 -15%
RIA
21
Regal Investment Advisors
Michigan
$5.4M 55,590 -3,193 -5%
HFP
22
Holistic Financial Partners
Indiana
$4.81M 49,491 +11,358 +30%
AAS
23
Avantax Advisory Services
Texas
$4.59M 47,284 -800 -2%
MFG
24
Merit Financial Group
Georgia
$4.56M 46,895 -1,160 -2%
EFL
25
ERn Financial LLC
Wisconsin
$4.18M 43,026 -392 -0.9%
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