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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

117 hedge funds and large institutions have $1.7B invested in First Trust Health Care AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
64
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$116M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$263M
3
SAM
3
Shamrock Asset Management
Texas
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$293M
5
U
5
UBS
Switzerland
$81.5M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
AAM
2
Aberdeen Asset Management
United Kingdom
$6.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SHA
4
Smith Hayes Advisers
Nebraska
$761K
5
BUB
5
BBVA USA Bancshares
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NES
51
New England Securities
New York
$2.1M +$638K +11,429 +44%
Deutsche Bank
52
Deutsche Bank
Germany
$2.02M -$83.6K -1,500 -4%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$1.94M -$8.37K -149 -0.4%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.86M -$77.2K -1,370 -4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.79M +$83.6K +1,498 +5%
PAG
56
Private Advisor Group
New Jersey
$1.59M +$312K +5,586 +24%
FHC
57
First Heartland Consultants
Missouri
$1.59M +$201K +3,610 +15%
Jane Street
58
Jane Street
New York
$1.58M +$418K +7,498 +36%
NA
59
Navellier & Associates
Nevada
$1.49M +$1.49M +26,616 New
BCM
60
Beck Capital Management
Texas
$1.48M +$4.7K +85 +0.3%
PFS
61
Prospera Financial Services
Texas
$1.33M +$235K +4,235 +22%
BCM
62
Barometer Capital Management
Ontario, Canada
$1.23M +$1.23M +22,000 New
VAM
63
Visionary Asset Management
Texas
$995K +$277K +4,972 +39%
AP
64
Atwood & Palmer
Missouri
$990K +$69.7K +1,250 +8%
DAS
65
Dynamic Advisor Solutions
Arizona
$983K +$29.2K +523 +3%
VF
66
Virtu Financial
New York
$970K +$970K +17,390 New
WA
67
WESPAC Advisors
California
$939K +$53.2K +953 +6%
RIA
68
Regal Investment Advisors
Michigan
$931K +$11.9K +213 +1%
SFI
69
SPC Financial Inc
Maryland
$845K -$5.3K -95 -0.6%
SHA
70
Smith Hayes Advisers
Nebraska
$761K -$659K -11,805 -46%
IAA
71
Ironsides Asset Advisors
North Carolina
$725K -$25.1K -450 -3%
DC
72
Davenport & Co
Virginia
$725K – – –
CWM
73
Concert Wealth Management
California
$695K +$168 +3 +0%
MC
74
Moors & Cabot
Massachusetts
$687K -$34.7K -625 -5%
CIG
75
Consolidated Investment Group
Colorado
$685K – – –
1 2
3
4 5