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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

86 hedge funds and large institutions have $1.01B invested in First Trust Health Care AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
48
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$208M
3
BTS
3
BB&T Securities
Virginia
$68.6M
4
Wells Fargo
4
Wells Fargo
California
$153M
5
U
5
UBS
Switzerland
$60.9M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.14M
3
HF
3
Hoxton Financial
West Virginia
$10.6M
4
VF
4
Virtu Financial
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$1.23M 25,618 +16,984 +197%
BCM
52
Beck Capital Management
Texas
$1.23M 24,800 +24,800 New
MFS
53
MSI Financial Services
Massachusetts
$1.02M 21,295 +6,298 +42%
FAAS
54
First Allied Advisory Services
California
$873K 18,017 +2,552 +17%
SHA
55
Smith Hayes Advisers
Nebraska
$832K 17,307 +10,784 +165%
NES
56
New England Securities
New York
$729K 15,169 -18 -0.1%
WA
57
WESPAC Advisors
California
$674K 14,012 +4,462 +47%
CWM
58
Concert Wealth Management
California
$662K 13,814 +1,571 +13%
SFI
59
SPC Financial Inc
Maryland
$656K 13,650 +675 +5%
DAS
60
Dynamic Advisor Solutions
Arizona
$635K 13,200 +13,200 New
HI
61
Horizon Investments
North Carolina
$627K 13,038 -1,050 -7%
FFS
62
Founders Financial Securities
Maryland
$627K 13,038 +13,038 New
DC
63
Davenport & Co
Virginia
$621K 12,920 +2,615 +25%
AP
64
Atwood & Palmer
Missouri
$553K 11,510 -5 -0%
FFC
65
First Financial Corp
Indiana
$494K 10,275 -2,350 -19%
Creative Planning
66
Creative Planning
Kansas
$322K 6,692 -775 -10%
SAM
67
Shamrock Asset Management
Texas
$313K 6,506 +6,506 New
CAN
68
Cetera Advisor Networks
California
$286K 5,969 +1,227 +26%
Northern Trust
69
Northern Trust
Illinois
$285K 5,935 +5,935 New
FIM
70
Fernwood Investment Management
Massachusetts
$281K 5,850 +5,850 New
RJT
71
Raymond James Trust
Florida
$272K 5,647 +5,647 New
WA
72
WFG Advisors
Texas
$232K 4,828 – –
BRWA
73
B. Riley Wealth Advisors
Florida
$187K 3,884 +340 +10%
WEC
74
Winslow Evans & Crocker
Massachusetts
$174K 3,621 +3,621 New
PSUF
75
People's United Financial
Connecticut
$117K 2,425 – –
1 2
3
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