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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $1.68B invested in First Trust Health Care AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
28
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$349M
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Wells Fargo
4
Wells Fargo
California
$230M
5
MFS
5
MSI Financial Services
Massachusetts
$7.15M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$33M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
PI
4
Placemark Investments
Illinois
$5.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
51
Sterne Agee Group
Alabama
$2.65M -$35.7K -592 -1%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$2.49M +$400K +6,627 +19%
PAG
53
Private Advisor Group
New Jersey
$2.34M +$628K +10,413 +37%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.15M +$217K +3,598 +11%
Deutsche Bank
55
Deutsche Bank
Germany
$2.12M -$68.2K -1,132 -3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.09M -$7.4M -122,650 -78%
P
57
Palladiem
Pennsylvania
$2.08M +$2.08M +34,486 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.02M -$19K -307 -0.9%
NPC
59
National Planning Corporation
California
$1.95M +$1.4M +23,011 +255%
PFS
60
Prospera Financial Services
Texas
$1.6M +$164K +2,714 +11%
BCM
61
Beck Capital Management
Texas
$1.6M -$14.8K -245 -0.9%
FHC
62
First Heartland Consultants
Missouri
$1.56M -$154K -2,550 -9%
BRWM
63
B. Riley Wealth Management
Tennessee
$1.48M -$1.13M -18,801 -43%
AP
64
Atwood & Palmer
Missouri
$1.3M +$227K +3,770 +21%
RA
65
RFG Advisory
Alabama
$1.19M +$1.19M +19,748 New
BCM
66
Barometer Capital Management
Ontario, Canada
$1.1M -$223K -3,700 -17%
ACM
67
Aviance Capital Management
Florida
$1.07M +$1.07M +17,775 New
DAS
68
Dynamic Advisor Solutions
Arizona
$1.06M -$3.8K -63 -0.4%
CC
69
Columbia Capital
California
$1.02M +$1.02M +16,857 New
RIA
70
Regal Investment Advisors
Michigan
$1.01M – – –
SFI
71
SPC Financial Inc
Maryland
$1M +$86.9K +1,440 +10%
VAM
72
Visionary Asset Management
Texas
$936K -$140K -2,314 -13%
TFA
73
Transamerica Financial Advisors
Florida
$827K +$827K +13,705 New
SHA
74
Smith Hayes Advisers
Nebraska
$822K – – –
IAA
75
Ironsides Asset Advisors
North Carolina
$811K +$27.1K +450 +3%
1 2
3
4 5