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First Trust Health Care AlphaDEX Fund

158 hedge funds and large institutions have $671M invested in First Trust Health Care AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
29
Increased
59
Reduced
39
Closed
18
Calls
$297K
Puts
$8.49M
Net Calls
-$8.19M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$3.56M +$1.37M +16,173 +63%
FI
27
FormulaFolio Investments
Michigan
$3.42M +$451K +5,311 +15%
FAAS
28
First Allied Advisory Services
California
$3.29M +$757K +8,926 +30%
Citigroup
29
Citigroup
New York
$3.27M +$35.7K +421 +1%
AA
30
Advisory Alpha
Michigan
$3.2M +$3.17M +42,426 +10,323%
BTS
31
BB&T Securities
Virginia
$3.19M -$647K -7,621 -17%
SWM
32
Segment Wealth Management
Texas
$3.04M +$469K +5,529 +18%
WP
33
WealthSource Partners
California
$2.93M +$2.93M +34,458 New
UCFA
34
United Capital Financial Advisors
Texas
$2.63M +$55.4K +652 +2%
APA
35
American Portfolios Advisors
New York
$2.61M -$6.71K -79 -0.3%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.31M +$52K +612 +2%
SIM
37
SSI Investment Management
California
$2.3M
MML Investors Services
38
MML Investors Services
Massachusetts
$1.93M +$383K +4,514 +25%
PAG
39
Private Advisor Group
New Jersey
$1.84M +$1.28M +15,022 +225%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.72M +$38.6K +455 +2%
DADC
41
D.A. Davidson & Co
Montana
$1.69M -$52.7K -621 -3%
WA
42
WESPAC Advisors
California
$1.6M +$1.6M +18,872 New
WP
43
WealthPLAN Partners
Nebraska
$1.56M -$208K -2,846 -12%
VFA
44
Voya Financial Advisors
Connecticut
$1.51M +$1.07M +12,685 +242%
BCM
45
Breiter Capital Management
Florida
$1.45M +$91.9K +1,083 +7%
SMG
46
Smart Money Group
Texas
$1.42M -$849 -10 -0.1%
NWM
47
Northwest Wealth Management
Iowa
$1.32M
CAN
48
Cetera Advisor Networks
California
$1.31M +$622K +7,363 +90%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.26M +$16.1K +190 +1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.25M -$195K -2,298 -14%