FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

251 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
40
Reduced
111
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$30M
2
Wells Fargo
2
Wells Fargo
California
$61.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$16.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$3.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.17M
3
LPL Financial
3
LPL Financial
California
$39M
4
UBS Group
4
UBS Group
Switzerland
$21.6M
5
AssetMark Inc
5
AssetMark Inc
California
$90.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$397M 3,810 -9 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$134M 1,291,365 -424,723 -25%
Wells Fargo
3
Wells Fargo
California
$61.5M 591,085 +99,996 +20%
LPL Financial
4
LPL Financial
California
$39M 374,326 -68,254 -15%
Raymond James Financial
5
Raymond James Financial
Florida
$30M 287,897 +287,897 New
Bank of America
6
Bank of America
North Carolina
$29.4M 282,241 -4,710 -2%
UBS Group
7
UBS Group
Switzerland
$21.6M 207,318 -56,589 -21%
PCH
8
PGIM Custom Harvest
New Jersey
$18M 172,947 -5,306 -3%
Goldman Sachs
9
Goldman Sachs
New York
$16.8M 161,597 +48,863 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.3M 98,795 -2,792 -3%
Ameriprise
11
Ameriprise
Minnesota
$9.7M 93,193 +19,384 +26%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$8.3M 79,721 +79,721 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.24M 69,520 -22,095 -24%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.09M 68,041 -4,929 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.02M 67,365 +1,985 +3%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$6.74M 64,683 +525 +0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.17M 59,245 -103,551 -64%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.76M 55,259 -1,288 -2%
HFP
19
Holistic Financial Partners
Indiana
$4.93M 47,325 -1,505 -3%
IAA
20
Independent Advisor Alliance
North Carolina
$3.75M 36,045 +36,045 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.66M 35,166 -2,956 -8%
PAG
22
Private Advisor Group
New Jersey
$3.22M 30,912 -2,349 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.21M 30,853 -743 -2%
WA
24
Waverly Advisors
Alabama
$2.95M 28,326 +1,075 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$2.86M 27,484 -3,396 -11%
1
2 3 4 5