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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

148 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
37
Reduced
56
Closed
13
Calls
–
Puts
$527K
Net Calls
-$527K
Net Calls Change
+$208K

Top Buyers

1
NA
Navellier & Associates
Nevada
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$5.03M
3
LPL Financial
LPL Financial
California
+$4.07M
4
Jane Street
Jane Street
New York
+$3.85M
5
RJA
Raymond James & Associates
Florida
+$3.46M

Top Sellers

1
BA
BKS Advisors
Michigan
-$4.14M
2
SG Americas Securities
SG Americas Securities
New York
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.89M
5
FAAS
First Allied Advisory Services
California
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$2.6M +$353K +4,754 +16%
APA
27
American Portfolios Advisors
New York
$2.28M -$53.4K -720 -2%
UCFA
28
United Capital Financial Advisors
Texas
$2.25M -$193K -2,595 -8%
SWM
29
Segment Wealth Management
Texas
$2.25M +$2.3K +31 +0.1%
FAAS
30
First Allied Advisory Services
California
$2.23M -$1.82M -24,524 -45%
SIM
31
SSI Investment Management
California
$2.01M +$1.04M +14,049 +108%
CS
32
Credit Suisse
Switzerland
$2M -$1.7M -22,968 -46%
WP
33
WealthPLAN Partners
Nebraska
$1.98M -$50.4K -619 -2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.98M -$21.2K -286 -1%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.93M -$1.18M -15,865 -38%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.78M – – –
CWM
37
Cornerstone Wealth Management
Missouri
$1.76M +$1.76M +131,088 New
WI
38
Wintrust Investments
Illinois
$1.54M +$11.7K +157 +0.8%
DADC
39
D.A. Davidson & Co
Montana
$1.53M +$397K +5,351 +35%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.47M +$343K +4,626 +31%
PFS
41
Prospera Financial Services
Texas
$1.38M -$340K -4,557 -20%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.36M -$111K -1,499 -8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.26M +$157K +2,118 +14%
SMG
44
Smart Money Group
Texas
$1.24M -$14K -188 -1%
BCM
45
Breiter Capital Management
Florida
$1.19M -$28K -377 -2%
NWM
46
Northwest Wealth Management
Iowa
$1.16M – – –
TRCT
47
Tower Research Capital (TRC)
New York
$1.12M -$73.4K -989 -6%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.09M +$51K +687 +5%
OC
49
Oppenheimer & Co
New York
$1.03M -$17.4K -235 -2%
SB
50
Suntrust Banks
Georgia
$980K -$85.2K -1,147 -8%
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