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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

265 hedge funds and large institutions have $743M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 19 closing their positions.

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
82
Reduced
90
Closed
19
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
-$40K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.92M
3
WA
3
Waverly Advisors
Alabama
$3.1M
4
NA
4
Navellier & Associates
Nevada
$3.02M
5
CA
5
Cetera Advisors
Colorado
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.12M
3
MTWM
3
Masso Torrence Wealth Management
New Jersey
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$203M 1,851,225 -1,893,213 -51%
Wells Fargo
2
Wells Fargo
California
$62.5M 570,361 +12,132 +2%
LPL Financial
3
LPL Financial
California
$56.7M 517,621 -14,168 -3%
Bank of America
4
Bank of America
North Carolina
$33.3M 303,700 -1,576 -0.5%
UBS Group
5
UBS Group
Switzerland
$25.8M 235,692 -18,113 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.6M 233,663 -13,101 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.3M 175,990 -11,596 -6%
RJA
8
Raymond James & Associates
Florida
$18.6M 170,075 -4,593 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$14.2M 129,781 +59,350 +84%
Ameriprise
10
Ameriprise
Minnesota
$12.5M 113,677 +7,534 +7%
Goldman Sachs
11
Goldman Sachs
New York
$11.9M 108,488 +7,439 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.2M 101,853 +167 +0.2%
PCH
13
PGIM Custom Harvest
New Jersey
$9.96M 90,868 -12,154 -12%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.43M 86,074 +26 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.83M 80,599 -25,009 -24%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.39M 76,593 -603 -0.8%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.12M 74,216 -60,767 -45%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$7.01M 63,992 +2,299 +4%
Corient Private Wealth
19
Corient Private Wealth
Florida
$6.58M 60,026 -6,773 -10%
CAN
20
Cetera Advisor Networks
California
$5.49M 50,124 -21,271 -30%
HFP
21
Holistic Financial Partners
Indiana
$5.35M 48,791 +2,811 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.92M 44,936 +39,369 +707%
AAS
23
Avantax Advisory Services
Texas
$4.56M 41,612 +532 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$4.54M 41,395 +1,626 +4%
PAG
25
Private Advisor Group
New Jersey
$4.39M 40,097 -4,236 -10%
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