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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $607M invested in First Trust Health Care AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
45
Increased
43
Reduced
76
Closed
14
Calls
$1.18M
Puts
$22.7M
Net Calls
-$21.5M
Net Calls Change
-$3.68M

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$15.5M
2
NA
Navellier & Associates
Nevada
+$12.5M
3
Goldman Sachs
Goldman Sachs
New York
+$4.23M
4
FEG
Financial Enhancement Group
Indiana
+$3.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.44M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.6M
2
FI
FormulaFolio Investments
Michigan
-$9.46M
3
Wells Fargo
Wells Fargo
California
-$8.71M
4
LPL Financial
LPL Financial
California
-$6.3M
5
Morgan Stanley
Morgan Stanley
New York
-$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.2M -$22.5K -267 -0.5%
FEG
27
Financial Enhancement Group
Indiana
$3.69M +$3.68M +43,740 +106,683%
LFAS
28
Level Four Advisory Services
Texas
$3.29M -$1.34M -15,947 -29%
FI
29
FormulaFolio Investments
Michigan
$3.22M -$9.46M -112,324 -75%
Citigroup
30
Citigroup
New York
$3.17M -$1.84M -21,849 -37%
AA
31
Advisory Alpha
Michigan
$2.91M +$213K +2,497 +8%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.65M +$157K +1,857 +6%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.63M -$10.6M -125,581 -80%
Truist Financial
34
Truist Financial
North Carolina
$2.51M +$2.51M +29,776 New
SPIA
35
Steward Partners Investment Advisory
New York
$2.44M +$1.66M +19,722 +214%
AP
36
Atwood & Palmer
Missouri
$2.38M -$34.1K -405 -1%
WI
37
Wintrust Investments
Illinois
$2.33M -$977K -11,608 -30%
CW
38
CreativeOne Wealth
Kansas
$2.31M +$2.31M +27,426 New
IAA
39
Independent Advisor Alliance
North Carolina
$2.27M +$2.27M +27,005 New
PAG
40
Private Advisor Group
New Jersey
$2.25M +$48.3K +574 +2%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.17M +$2.17M +25,760 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2.12M +$450K +5,340 +27%
UCFA
43
United Capital Financial Advisors
Texas
$2.11M -$92.3K -1,096 -4%
AAS
44
Avantax Advisory Services
Texas
$2.09M +$1.39M +16,550 +198%
SFG
45
StrategIQ Financial Group
Indiana
$2.06M +$1.35K +16 +0.1%
CS
46
Credit Suisse
Switzerland
$2.03M -$3.85M -45,743 -65%
WP
47
WealthPLAN Partners
Nebraska
$1.93M -$49.3K -558 -2%
FAAS
48
First Allied Advisory Services
California
$1.88M -$289K -3,429 -13%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.84M -$213K -2,528 -10%
BSAM
50
Blue Sky Asset Management
Colorado
$1.8M +$1.8M +21,408 New
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