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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $515M invested in First Trust Health Care AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
48
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$117M
2
Goldman Sachs
Goldman Sachs
New York
$23M
3
UBS Group
UBS Group
Switzerland
$44.4M
4
SAM
Shamrock Asset Management
Texas
$5.55M
5
Stifel Financial
Stifel Financial
Missouri
$7.79M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$2.96M
2
Wells Fargo
Wells Fargo
California
$55.7M
3
CS
Credit Suisse
Switzerland
$262K
4
Citigroup
Citigroup
New York
$5.56M
5
Wolverine Trading
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$2.86M -$16.7K -270 -0.6%
BTS
27
BB&T Securities
Virginia
$2.85M +$567K +8,490 +25%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.68M +$245K +3,672 +10%
AG
29
Advisor Group
Arizona
$2.45M +$657K +9,820 +37%
BFA
30
Beaumont Financial Advisors
Massachusetts
$2.44M -$397K -5,936 -14%
Citadel Advisors
31
Citadel Advisors
Florida
$2.04M -$705K -10,543 -26%
ONB
32
Old National Bancorp
Indiana
$2.01M -$78.4K -1,173 -4%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.86M +$1.86M +27,827 New
FAAS
34
First Allied Advisory Services
California
$1.63M +$440K +6,574 +37%
WP
35
WealthPLAN Partners
Nebraska
$1.63M +$1.49M +22,211 +1,047%
IH
36
IFC Holdings
Florida
$1.51M +$435K +6,497 +41%
PFS
37
Prospera Financial Services
Texas
$1.51M +$311K +4,669 +26%
HH
38
Hilltop Holdings
Texas
$1.14M – – –
DADC
39
D.A. Davidson & Co
Montana
$1.13M +$65.5K +980 +6%
SB
40
Suntrust Banks
Georgia
$1.11M +$218K +3,265 +25%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.08M +$105K +1,572 +11%
OC
42
Oppenheimer & Co
New York
$1.08M +$19.9K +298 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.08M -$73.7K -1,102 -6%
NWM
44
Northwest Wealth Management
Iowa
$1.06M – – –
WI
45
Wintrust Investments
Illinois
$962K +$21.7K +324 +2%
RIL
46
Rothschild Investment LLC
Illinois
$944K -$28.4K -425 -3%
WB
47
WesBanco Bank
West Virginia
$914K +$610K +9,125 +201%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$856K +$94.2K +1,419 +12%
PAG
49
Private Advisor Group
New Jersey
$855K -$28.5K -428 -3%
SG Americas Securities
50
SG Americas Securities
New York
$844K -$1.35M -20,139 -61%
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