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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
61
Increased
79
Reduced
23
Closed
26
Calls
$1.06M
Puts
$41.5M
Net Calls
-$40.4M
Net Calls Change
-$32.2M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$516M
2
Wells Fargo
Wells Fargo
California
+$56.9M
3
Morgan Stanley
Morgan Stanley
New York
+$41.3M
4
Bank of America
Bank of America
North Carolina
+$23.8M
5
AIM
Astor Investment Management
Illinois
+$21.8M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$27.4M
2
SAM
Shamrock Asset Management
Texas
-$5.22M
3
VCM
Virtue Capital Management
Tennessee
-$3.59M
4
SWM
Segment Wealth Management
Texas
-$3.04M
5
BA
BKS Advisors
Michigan
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$6.26M +$2.72M +39,465 +77%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.14M +$5.43M +78,778 +756%
Stifel Financial
28
Stifel Financial
Missouri
$5.79M +$873K +12,681 +18%
Jane Street
29
Jane Street
New York
$5.39M +$720K +10,460 +15%
BTS
30
BB&T Securities
Virginia
$5.02M +$2.43M +35,254 +94%
GFPC
31
Global Financial Private Capital
Florida
$4.9M +$4.7M +68,192 +2,313%
KPW
32
Kore Private Wealth
New York
$4.54M +$4.54M +65,868 New
SB
33
Suntrust Banks
Georgia
$4.42M +$1.19M +17,308 +37%
Goldman Sachs
34
Goldman Sachs
New York
$4.35M +$3.61M +52,407 +488%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.31M +$525K +7,626 +14%
VF
36
Virtu Financial
New York
$4.19M +$4.19M +60,904 New
WP
37
WealthSource Partners
California
$4.12M +$1.75M +25,365 +74%
DADC
38
D.A. Davidson & Co
Montana
$4.1M +$2.73M +39,665 +199%
Citigroup
39
Citigroup
New York
$4.03M +$1.38M +19,975 +52%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$3.81M +$920K +13,367 +32%
WAS
41
Winch Advisory Services
Wisconsin
$3.58M +$3.58M +51,932 New
LFAS
42
Level Four Advisory Services
Texas
$3.57M -$15.6K -226 -0.4%
AA
43
Advisory Alpha
Michigan
$3.45M +$257K +3,452 +8%
FI
44
FormulaFolio Investments
Michigan
$3.42M – – –
ASN
45
Advisory Services Network
Georgia
$3.35M +$3.27M +47,431 +4,186%
TFA
46
Transamerica Financial Advisors
Florida
$3.23M +$3.23M +46,866 +120,169%
CS
47
Credit Suisse
Switzerland
$3.22M +$3.22M +46,778 New
BA
48
BKS Advisors
Michigan
$3.19M -$1.55M -22,543 -33%
FIG
49
FundX Investment Group
California
$2.94M +$2.94M +42,638 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.88M +$1.01M +14,592 +54%
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