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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

104 hedge funds and large institutions have $1.39B invested in First Trust Health Care AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
17
Increased
37
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67M
3
FHA
3
First Horizon Advisors
Tennessee
$10.2M
4
AIM
4
Astor Investment Management
Illinois
$8.39M
5
ONB
5
Old National Bancorp
Indiana
$4.83M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$216M
2
BTS
2
BB&T Securities
Virginia
$88.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$29.8M
5
LPL Financial
5
LPL Financial
California
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Baird
Wisconsin
$6.1M +$203K +3,807 +3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$5.5M +$3.31M +62,187 +152%
ONB
28
Old National Bancorp
Indiana
$4.83M +$4.83M +90,659 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.79M +$167K +3,129 +4%
SI
30
Stephens Inc
Arkansas
$4.56M +$613K +11,508 +16%
CS
31
Credit Suisse
Switzerland
$4.43M -$135K -2,535 -3%
IH
32
IFC Holdings
Florida
$4.38M +$276K +5,169 +7%
HFS
33
HL Financial Services
Kentucky
$4.35M +$103K +1,941 +2%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$3.77M +$33.8K +635 +0.9%
NC
35
NewSquare Capital
Pennsylvania
$3.6M +$1.5M +28,215 +72%
SI
36
SII Investments
Wisconsin
$3.54M +$456K +8,537 +15%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.36M -$1.59M -29,891 -32%
FMP
38
Financial Management Professionals
Texas
$2.96M -$85.8K -1,611 -3%
SAM
39
SignalPoint Asset Management
Missouri
$2.95M -$62.5K -1,174 -2%
DADC
40
D.A. Davidson & Co
Montana
$2.79M +$260K +4,890 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.74M -$40K -751 -1%
MFS
42
MSI Financial Services
Massachusetts
$2.72M +$145K +2,724 +6%
SAG
43
Sterne Agee Group
Alabama
$2.43M -$72.3K -1,358 -3%
BRWM
44
B. Riley Wealth Management
Tennessee
$2.39M +$93.5K +1,755 +4%
AIG
45
American International Group
New York
$2.21M -$615K -11,543 -22%
VFS
46
VSR Financial Services
Kansas
$2.17M -$907K -17,030 -29%
Deutsche Bank
47
Deutsche Bank
Germany
$2.01M -$918K -17,242 -31%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.83M -$549K -10,300 -23%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$1.81M -$762K -14,615 -30%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.63M -$35.7K -671 -2%
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