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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

259 hedge funds and large institutions have $904M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 119 reducing their positions, and 21 closing their positions.

Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
47
Reduced
119
Closed
21
Calls
$62K
Puts
–
Net Calls
+$62K
Net Calls Change
-$628K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$388M
2
PCH
2
PGIM Custom Harvest
New Jersey
$10.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.5M
4
AF
4
Apollon Financial
South Carolina
$1.5M
5
Mariner
5
Mariner
Kansas
$946K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
LPL Financial
2
LPL Financial
California
$55.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.4M
5
Ameriprise
5
Ameriprise
Minnesota
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$388M 3,744,438 +1,863,277 +99%
Wells Fargo
2
Wells Fargo
California
$57.8M 558,229 -19,639 -3%
LPL Financial
3
LPL Financial
California
$55.1M 531,789 -71,220 -12%
Bank of America
4
Bank of America
North Carolina
$31.6M 305,276 -22,639 -7%
UBS Group
5
UBS Group
Switzerland
$26.3M 253,805 -101,597 -29%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.6M 246,764 -34,251 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.4M 187,586 -49,378 -21%
RJA
8
Raymond James & Associates
Florida
$18.1M 174,668 -31,625 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$14M 134,983 -49,733 -27%
Ameriprise
10
Ameriprise
Minnesota
$11.4M 106,143 -42,164 -28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.9M 105,608 -41,564 -28%
PCH
12
PGIM Custom Harvest
New Jersey
$10.7M 103,022 +90,231 +705%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M 101,686 -6,257 -6%
Goldman Sachs
14
Goldman Sachs
New York
$10.5M 101,049 +17,906 +22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.91M 86,048 -6,484 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.99M 77,196 -2,937 -4%
CAN
17
Cetera Advisor Networks
California
$7.39M 71,395 -25,505 -26%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$7.29M 70,431 +384 +0.5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$6.92M 66,799 -448 -0.7%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$6.39M 61,693 -545 -0.9%
Stifel Financial
21
Stifel Financial
Missouri
$6.08M 58,742 +965 +2%
HFP
22
Holistic Financial Partners
Indiana
$4.76M 45,980 -3,511 -7%
PAG
23
Private Advisor Group
New Jersey
$4.59M 44,333 +7,101 +19%
AAS
24
Avantax Advisory Services
Texas
$4.25M 41,080 -6,204 -13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.12M 39,769 -3,167 -7%
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