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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $1.68B invested in First Trust Health Care AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
28
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$266M
2
Morgan Stanley
Morgan Stanley
New York
$349M
3
Bank of America
Bank of America
North Carolina
$196M
4
Wells Fargo
Wells Fargo
California
$230M
5
MFS
MSI Financial Services
Massachusetts
$7.15M

Top Sellers

1
FSIM
F-Squared Investment Management
Massachusetts
$0
2
BTS
BB&T Securities
Virginia
$33M
3
PPA
Parametric Portfolio Associates
Washington
$0
4
PI
Placemark Investments
Illinois
$5.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$7.15M +$3.75M +62,194 +110%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$6.51M +$1.13M +18,676 +21%
SI
28
Stephens Inc
Arkansas
$5.95M -$273K -4,536 -4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$5.7M -$2.79M -46,236 -33%
HFS
30
HL Financial Services
Kentucky
$5.58M -$1.75K -29 -0%
PI
31
Placemark Investments
Illinois
$5.3M -$8.83M -146,550 -62%
CS
32
Credit Suisse
Switzerland
$5.28M +$351K +5,816 +7%
AIG
33
American International Group
New York
$5.12M +$2.63M +43,573 +105%
IH
34
IFC Holdings
Florida
$4.87M -$138K -2,257 -3%
VFS
35
VSR Financial Services
Kansas
$4.85M +$910K +15,097 +23%
ONB
36
Old National Bancorp
Indiana
$4.53M -$572K -9,484 -11%
SI
37
SII Investments
Wisconsin
$4.51M +$427K +7,107 +10%
SPC
38
Sigma Planning Corp
Michigan
$4.42M +$4.42M +73,241 New
HighTower Advisors
39
HighTower Advisors
Illinois
$4.09M +$562K +9,284 +16%
SAM
40
SignalPoint Asset Management
Missouri
$3.56M +$179K +2,964 +5%
FAAS
41
First Allied Advisory Services
California
$3.55M +$257K +4,261 +8%
AGA
42
Accuvest Global Advisors
Utah
$3.51M -$2.61M -43,330 -43%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.31M +$240K +3,987 +8%
WA
44
WESPAC Advisors
California
$3.21M +$2.19M +36,384 +216%
PHS
45
Pekin Hardy Strauss
Illinois
$3.21M +$3.21M +53,208 New
OC
46
Oppenheimer & Co
New York
$3.1M +$591K +9,798 +24%
Jane Street
47
Jane Street
New York
$3.07M +$1.36M +22,521 +80%
DADC
48
D.A. Davidson & Co
Montana
$3.03M -$139K -2,313 -4%
NA
49
NewEdge Advisors
Louisiana
$2.93M +$2.93M +48,515 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$2.77M -$5.75M -95,297 -67%
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