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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

143 hedge funds and large institutions have $2.39B invested in First Trust Health Care AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
3.81%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
29
Increased
65
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$558M
2
BTS
2
BB&T Securities
Virginia
$77.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$425M
4
Wells Fargo
4
Wells Fargo
California
$292M
5
HI
5
Horizon Investments
North Carolina
$36.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$204M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$0
3
Citigroup
3
Citigroup
New York
$3.75M
4
AGA
4
Accuvest Global Advisors
Utah
$0
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$3.75M -$6.07M -90,512 -62%
WA
52
WESPAC Advisors
California
$3.62M +$54.6K +814 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$3.31M +$3.31M +49,446 New
VFA
54
Voya Financial Advisors
Connecticut
$3.27M +$3.27M +48,058 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.21M +$812K +12,110 +34%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$2.99M +$283K +4,320 +10%
SAG
57
Sterne Agee Group
Alabama
$2.95M -$35.6K -524 -1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.77M +$2.69M +40,208 +3,804%
P
59
Palladiem
Pennsylvania
$2.39M +$80.4K +1,200 +3%
DADC
60
D.A. Davidson & Co
Montana
$2.21M -$1.15M -17,196 -34%
NPC
61
National Planning Corporation
California
$2.2M +$118K +1,808 +6%
NA
62
Navellier & Associates
Nevada
$2.17M +$2.17M +32,377 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$2.1M -$104K -1,540 -5%
WP
64
WealthPLAN Partners
Nebraska
$1.93M +$1.93M +28,806 New
PAG
65
Private Advisor Group
New Jersey
$1.82M -$780K -11,632 -30%
BRWM
66
B. Riley Wealth Management
Tennessee
$1.81M +$160K +2,382 +10%
BCM
67
Beck Capital Management
Texas
$1.76M -$25.1K -375 -1%
PFS
68
Prospera Financial Services
Texas
$1.7M -$86.2K -1,286 -5%
AP
69
Atwood & Palmer
Missouri
$1.44M -$7.37K -110 -0.5%
SFI
70
SPC Financial Inc
Maryland
$1.39M +$281K +4,190 +25%
NFG
71
Next Financial Group
Texas
$1.39M +$889K +13,261 +178%
MAA
72
Managed Account Advisors
New Jersey
$1.38M +$1.38M +20,586 New
DAS
73
Dynamic Advisor Solutions
Arizona
$1.23M +$48.7K +726 +4%
FIM
74
Freedom Investment Management
Connecticut
$1.16M +$802K +11,202 +222%
HH
75
Hilltop Holdings
Texas
$1.14M +$1.14M +16,983 New
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3
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