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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.92M -$1.44M -19,451 -27%
GA
27
Gateway Advisory
New Jersey
$3.5M +$3.5M +47,343 New
FEG
28
Financial Enhancement Group
Indiana
$3.45M +$216K +2,915 +7%
CS
29
Credit Suisse
Switzerland
$3.27M +$1.48M +20,023 +83%
ASN
30
Advisory Services Network
Georgia
$3.07M +$3.01M +40,741 +5,177%
NA
31
NewEdge Advisors
Louisiana
$2.95M +$2.17M +29,365 +279%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.86M +$545K +7,371 +24%
Citigroup
33
Citigroup
New York
$2.8M +$13.2K +179 +0.5%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.64M +$1.03M +13,869 +64%
SPIA
35
Steward Partners Investment Advisory
New York
$2.14M -$5.1K -69 -0.2%
AP
36
Atwood & Palmer
Missouri
$2.06M -$30K -405 -1%
PAG
37
Private Advisor Group
New Jersey
$2.05M +$73.9K +999 +4%
AI
38
Atria Investments
North Carolina
$2.02M +$515K +6,960 +34%
GFPC
39
Global Financial Private Capital
Florida
$2.02M +$479K +6,473 +31%
WI
40
Wintrust Investments
Illinois
$2.01M -$42.9K -580 -2%
SFG
41
StrategIQ Financial Group
Indiana
$1.96M +$146K +1,980 +8%
WP
42
WealthPLAN Partners
Nebraska
$1.9M +$4.25K +49 +0.2%
AAS
43
Avantax Advisory Services
Texas
$1.85M +$2.08K +28 +0.1%
SAM
44
Secure Asset Management
Michigan
$1.65M +$1.65M +22,287 New
FTS
45
Fifth Third Securities
Ohio
$1.58M +$1.3M +17,629 +481%
CG
46
Cutler Group
California
$1.57M +$1.57M +21,199 New
PFS
47
Prospera Financial Services
Texas
$1.52M +$591K +7,988 +64%
LFAS
48
Level Four Advisory Services
Texas
$1.46M -$1.43M -19,391 -50%
KWM
49
Kingsview Wealth Management
Oregon
$1.28M +$136K +1,843 +12%
SMG
50
Smart Money Group
Texas
$1.18M -$14.3K -193 -1%
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