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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

117 hedge funds and large institutions have $1.7B invested in First Trust Health Care AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
64
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$116M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$263M
3
SAM
3
Shamrock Asset Management
Texas
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$293M
5
U
5
UBS
Switzerland
$81.5M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
AAM
2
Aberdeen Asset Management
United Kingdom
$6.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SHA
4
Smith Hayes Advisers
Nebraska
$761K
5
BUB
5
BBVA USA Bancshares
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$7.86M +$1.14M +20,383 +17%
Citigroup
27
Citigroup
New York
$7.79M +$448K +8,022 +6%
B
28
Baird
Wisconsin
$6.75M +$368K +6,596 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$6.48M +$1.46M +26,247 +29%
AAM
30
Aberdeen Asset Management
United Kingdom
$6.08M -$1.52M -27,308 -20%
SI
31
Stephens Inc
Arkansas
$5.76M +$989K +17,730 +21%
AGA
32
Accuvest Global Advisors
Utah
$5.66M +$5.66M +101,520 New
NC
33
NewSquare Capital
Pennsylvania
$5.2M +$1.42M +25,485 +38%
HFS
34
HL Financial Services
Kentucky
$5.16M +$611K +10,959 +13%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$4.98M +$1.03M +18,466 +26%
ONB
36
Old National Bancorp
Indiana
$4.72M -$334K -5,979 -7%
CS
37
Credit Suisse
Switzerland
$4.57M -$72.1K -1,293 -2%
IH
38
IFC Holdings
Florida
$4.56M -$12.6K -226 -0.3%
SI
39
SII Investments
Wisconsin
$3.79M +$92.4K +1,659 +3%
VFS
40
VSR Financial Services
Kansas
$3.65M +$1.38M +24,678 +61%
HighTower Advisors
41
HighTower Advisors
Illinois
$3.25M -$268K -4,803 -8%
MFS
42
MSI Financial Services
Massachusetts
$3.14M +$292K +5,242 +10%
SAM
43
SignalPoint Asset Management
Missouri
$3.13M +$37.4K +670 +1%
FAAS
44
First Allied Advisory Services
California
$3.06M +$1.72M +30,650 +128%
DADC
45
D.A. Davidson & Co
Montana
$2.93M +$12.8K +230 +0.4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.84M -$26.8K -480 -0.9%
SAG
47
Sterne Agee Group
Alabama
$2.51M -$59.4K -1,053 -2%
BRWM
48
B. Riley Wealth Management
Tennessee
$2.42M -$78.4K -1,405 -3%
OC
49
Oppenheimer & Co
New York
$2.32M +$888K +15,906 +62%
AIG
50
American International Group
New York
$2.31M -$948 -17 -0%
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