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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

98 hedge funds and large institutions have $1.38B invested in First Trust Health Care AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
20
Increased
56
Reduced
19
Closed
8
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$326K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$123M
2
BTS
BB&T Securities
Virginia
+$31.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
5
PPA
Parametric Portfolio Associates
Washington
+$15.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.24M
2
U
UBS
Switzerland
-$3.89M
3
PFS
Prospera Financial Services
Texas
-$2.19M
4
FA
FDx Advisors
Illinois
-$2.14M
5
HF
Hoxton Financial
West Virginia
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.97M -$90.6K -1,779 -4%
OC
52
Oppenheimer & Co
New York
$1.93M -$74.3K -1,459 -4%
FHA
53
First Horizon Advisors
Tennessee
$1.9M +$249K +4,947 +15%
FA
54
FDx Advisors
Illinois
$1.83M -$2.14M -42,083 -54%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.6M +$245K +4,809 +18%
VF
56
Virtu Financial
New York
$1.53M +$1.53M +30,023 New
VKH
57
Virtu KCG Holdings
New York
$1.5M +$1.5M +29,515 New
BCM
58
Beck Capital Management
Texas
$1.36M +$86.3K +1,675 +7%
NES
59
New England Securities
New York
$1.34M +$570K +11,199 +74%
SHA
60
Smith Hayes Advisers
Nebraska
$1.26M +$374K +7,347 +42%
FHC
61
First Heartland Consultants
Missouri
$1.22M -$82K -1,610 -6%
PFS
62
Prospera Financial Services
Texas
$1.17M -$2.19M -51,464 -65%
FAAS
63
First Allied Advisory Services
California
$1.17M +$251K +4,928 +27%
BIT
64
BlackRock Institutional Trust
California
$1.12M +$1.12M +21,900 New
GC
65
Gruss & Co
Florida
$1.02M +$1.02M +20,000 New
WA
66
WESPAC Advisors
California
$983K +$269K +5,285 +38%
RIA
67
Regal Investment Advisors
Michigan
$923K +$923K +18,123 New
AIM
68
Astor Investment Management
Illinois
$889K +$889K +17,446 New
SFI
69
SPC Financial Inc
Maryland
$826K +$130K +2,560 +19%
DAS
70
Dynamic Advisor Solutions
Arizona
$810K +$138K +2,704 +20%
AP
71
Atwood & Palmer
Missouri
$665K +$78.7K +1,545 +13%
DC
72
Davenport & Co
Virginia
$647K -$10.9K -213 -2%
CWM
73
Concert Wealth Management
California
$612K -$78.5K -1,571 -11%
HI
74
Horizon Investments
North Carolina
$611K -$53.5K -1,050 -8%
Citadel Advisors
75
Citadel Advisors
Florida
$549K +$549K +10,787 New
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