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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

253 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 105 reducing their positions, and 16 closing their positions.

Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
105
Closed
16
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
+$68K

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$4.03M
2
UBS Group
2
UBS Group
Switzerland
$29.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.91M
4
PCG
4
Prosperity Consulting Group
Maryland
$1.31M
5
WIA
5
World Investment Advisors
California
$1.24M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M
3
Ameriprise
3
Ameriprise
Minnesota
$8.26M
4
Wells Fargo
4
Wells Fargo
California
$54.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$192M 1,716,088 -32,678 -2%
Wells Fargo
2
Wells Fargo
California
$54.9M 491,089 -37,157 -7%
LPL Financial
3
LPL Financial
California
$49.5M 442,580 -15,854 -3%
Bank of America
4
Bank of America
North Carolina
$32.1M 286,951 +1,303 +0.5%
UBS Group
5
UBS Group
Switzerland
$29.5M 263,907 +34,758 +15%
PCH
6
PGIM Custom Harvest
New Jersey
$19.9M 178,253 -1,909 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.2M 162,796 -71,410 -30%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18M 160,638 -12,397 -7%
RJA
9
Raymond James & Associates
Florida
$17.6M 156,913 -7,060 -4%
Goldman Sachs
10
Goldman Sachs
New York
$12.6M 112,734 +8,436 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M 101,587 -2,558 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$10.2M 91,615 -22,271 -20%
Ameriprise
13
Ameriprise
Minnesota
$8.26M 73,809 -37,953 -34%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.16M 72,970 -5,728 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.31M 65,380 -11,192 -15%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$7.18M 64,158 -1,017 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.33M 56,547 -8,840 -14%
HFP
18
Holistic Financial Partners
Indiana
$5.46M 48,830 +1,504 +3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.26M 38,122 -1,766 -4%
KWA
20
Kingswood Wealth Advisors
California
$4.03M 35,989 +35,989 New
Truist Financial
21
Truist Financial
North Carolina
$3.97M 35,448 -1,047 -3%
Corient Private Wealth
22
Corient Private Wealth
Florida
$3.89M 34,796 -4,286 -11%
PAG
23
Private Advisor Group
New Jersey
$3.72M 33,261 -4,107 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.6M 32,224 +10,260 +47%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.53M 31,596 -374 -1%
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