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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $666M invested in First Trust Health Care AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
82
Closed
23
Calls
$2.34M
Puts
$36.9M
Net Calls
-$34.6M
Net Calls Change
-$26.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$28.8M
3
Citadel Advisors
Citadel Advisors
Florida
$17.3M
4
JAWM
J. Arnold Wealth Management
Ohio
$4.81M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.38M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
ODG
O'Dell Group
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$69.2M
5
RJA
Raymond James & Associates
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$3.85M -$177K -1,866 -4%
Citigroup
27
Citigroup
New York
$3.51M +$82K +865 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.38M -$10.3M -108,314 -75%
KPW
29
Kore Private Wealth
New York
$3.26M -$137K -1,451 -4%
PAG
30
Private Advisor Group
New Jersey
$3.19M +$350K +3,695 +12%
TRCT
31
Tower Research Capital (TRC)
New York
$3M +$1.54M +16,290 +106%
KAS
32
Kestra Advisory Services
Texas
$2.81M +$2.81M +29,603 New
SPIA
33
Steward Partners Investment Advisory
New York
$2.63M -$122K -1,288 -4%
SFG
34
StrategIQ Financial Group
Indiana
$2.31M -$104K -1,096 -4%
FTS
35
Fifth Third Securities
Ohio
$2.29M +$474K +5,006 +26%
LNC
36
Lincoln National Corp
Pennsylvania
$2.29M +$602K +6,355 +36%
WP
37
WealthPLAN Partners
Nebraska
$2.28M +$42.9K +422 +2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.87M -$1.32M -13,942 -41%
LFAS
39
Level Four Advisory Services
Texas
$1.86M -$34.7K -366 -2%
William Blair & Company
40
William Blair & Company
Illinois
$1.86M +$543K +5,734 +41%
MWM
41
MinichMacGregor Wealth Management
New York
$1.71M +$79.9K +844 +5%
MA
42
Mutual Advisors
Nebraska
$1.63M +$48.7K +514 +3%
Goldman Sachs
43
Goldman Sachs
New York
$1.57M +$1.03M +10,826 +187%
SMG
44
Smart Money Group
Texas
$1.5M -$13.8K -146 -0.9%
AAS
45
Avantax Advisory Services
Texas
$1.47M +$67.3K +713 +5%
SWAG
46
Spectrum Wealth Advisory Group
California
$1.44M +$707K +7,466 +97%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.39M +$54.6K +577 +4%
FPGK
48
Financial Partners Group (Kansas)
Kansas
$1.39M -$10.4K -110 -0.7%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.37M -$72.3K -763 -5%
BPA
50
Beacon Pointe Advisors
California
$1.33M -$83.4K -880 -6%
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