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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

98 hedge funds and large institutions have $1.38B invested in First Trust Health Care AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
20
Increased
56
Reduced
19
Closed
8
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$326K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$123M
2
BTS
BB&T Securities
Virginia
+$31.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
5
PPA
Parametric Portfolio Associates
Washington
+$15.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.24M
2
U
UBS
Switzerland
-$3.89M
3
PFS
Prospera Financial Services
Texas
-$2.19M
4
FA
FDx Advisors
Illinois
-$2.14M
5
HF
Hoxton Financial
West Virginia
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Baird
Wisconsin
$5.64M +$49.7K +976 +0.9%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.73M +$456K +8,943 +11%
TT
28
Tower Trust
Indiana
$4.49M +$85.7K +1,683 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.42M +$413K +8,098 +10%
CS
30
Credit Suisse
Switzerland
$4.36M +$382K +7,504 +10%
HFS
31
HL Financial Services
Kentucky
$4.06M -$35.4K -695 -0.9%
IH
32
IFC Holdings
Florida
$3.83M +$158K +3,176 +4%
SI
33
Stephens Inc
Arkansas
$3.77M -$50.9K -999 -1%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$3.57M +$133K +2,611 +4%
VFS
35
VSR Financial Services
Kansas
$2.94M +$106K +2,087 +4%
SI
36
SII Investments
Wisconsin
$2.93M +$44.6K +880 +2%
FMP
37
Financial Management Professionals
Texas
$2.91M +$2.91M +57,147 New
SAM
38
SignalPoint Asset Management
Missouri
$2.88M +$36.9K +724 +1%
Deutsche Bank
39
Deutsche Bank
Germany
$2.8M +$527K +10,358 +23%
AIG
40
American International Group
New York
$2.7M +$591K +11,601 +28%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.66M +$245K +4,815 +10%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.56M +$86.7K +1,675 +4%
MFS
43
MSI Financial Services
Massachusetts
$2.46M +$1.38M +27,058 +127%
DADC
44
D.A. Davidson & Co
Montana
$2.41M +$12.8K +252 +0.5%
SB
45
Suntrust Banks
Georgia
$2.4M +$535K +10,502 +29%
SAG
46
Sterne Agee Group
Alabama
$2.39M +$165K +3,234 +7%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$2.27M -$487K -9,559 -18%
BRWM
48
B. Riley Wealth Management
Tennessee
$2.19M +$2.19M +43,056 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.09M +$652K +12,800 +45%
NC
50
NewSquare Capital
Pennsylvania
$2.01M +$1.93M +37,898 +2,502%
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