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First Trust Health Care AlphaDEX Fund

251 hedge funds and large institutions have $673M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
251
Holders Change
-14
Holders Change %
-5.28%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
63
Reduced
93
Closed
20
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
-$12K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$183M 1,748,766 -102,459 -6%
Wells Fargo
2
Wells Fargo
California
$55.2M 528,246 -42,115 -7%
LPL Financial
3
LPL Financial
California
$47.9M 458,434 -59,187 -11%
Bank of America
4
Bank of America
North Carolina
$29.9M 285,648 -18,052 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.5M 234,206 +543 +0.2%
UBS Group
6
UBS Group
Switzerland
$24M 229,149 -6,543 -3%
PCH
7
PGIM Custom Harvest
New Jersey
$18.8M 180,162 +89,294 +98%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.1M 173,035 -2,955 -2%
RJA
9
Raymond James & Associates
Florida
$17.1M 163,973 -6,102 -4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.9M 113,886 -15,895 -12%
Ameriprise
11
Ameriprise
Minnesota
$11.7M 111,762 -1,915 -2%
Goldman Sachs
12
Goldman Sachs
New York
$10.9M 104,298 -4,190 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.9M 104,145 +2,292 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.06M 86,647 +573 +0.7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.23M 78,698 +2,105 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8M 76,572 -4,027 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.83M 65,387 -8,829 -12%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$6.81M 65,175 +1,183 +2%
HFP
19
Holistic Financial Partners
Indiana
$4.95M 47,326 -1,465 -3%
AssetMark Inc
20
AssetMark Inc
California
$4.68M 44,748 +9,842 +28%
AAS
21
Avantax Advisory Services
Texas
$4.29M 41,042 -570 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$4.17M 39,888 -1,507 -4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$4.08M 39,082 -20,944 -35%
PAG
24
Private Advisor Group
New Jersey
$3.91M 37,368 -2,729 -7%
Truist Financial
25
Truist Financial
North Carolina
$3.81M 36,495 +261 +0.7%