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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

150 hedge funds and large institutions have $2.5B invested in First Trust Health Care AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
19
Increased
58
Reduced
57
Closed
13
Calls
$7.99M
Puts
$6.28M
Net Calls
+$1.71M
Net Calls Change
+$40.4M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$931M
2
LPL Financial
2
LPL Financial
California
$107M
3
Goldman Sachs
3
Goldman Sachs
New York
$28.5M
4
Wells Fargo
4
Wells Fargo
California
$258M
5
RJA
5
Raymond James & Associates
Florida
$59.7M

Top Sellers

1
HA
1
Hays Advisory
Tennessee
$618K
2
SAM
2
Shamrock Asset Management
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$92.6M
4
Jane Street
4
Jane Street
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$2.31M +38,253 +14,600%
TRCT
52
Tower Research Capital (TRC)
New York
$2.02M -$1.4M -23,226 -41%
SI
53
SII Investments
Wisconsin
$2.01M -$6.12M -100,628 -75%
PAG
54
Private Advisor Group
New Jersey
$2.01M -$123K -2,040 -6%
SI
55
Stephens Inc
Arkansas
$1.89M -$5.76M -95,194 -75%
WP
56
WealthPLAN Partners
Nebraska
$1.85M +$1.85M +35,401 New
DADC
57
D.A. Davidson & Co
Montana
$1.84M -$385K -6,368 -17%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$1.75M -$69.5K -1,150 -4%
BRWM
59
B. Riley Wealth Management
Tennessee
$1.69M -$296K -4,904 -15%
NPC
60
National Planning Corporation
California
$1.55M +$169K +3,277 +12%
BCM
61
Beck Capital Management
Texas
$1.54M -$97.9K -1,620 -6%
IA
62
IFP Advisors
Florida
$1.52M +$1.52M +25,092 New
AP
63
Atwood & Palmer
Missouri
$1.38M +$98.8K +1,635 +8%
SFI
64
SPC Financial Inc
Maryland
$1.32M +$91K +1,505 +7%
FI
65
FormulaFolio Investments
Michigan
$1.22M +$863K +14,280 +245%
Citadel Advisors
66
Citadel Advisors
Florida
$1.15M -$388K -6,417 -25%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.1M +$1.1M +18,099 New
RJT
68
Raymond James Trust
Florida
$1.09M +$222K +3,665 +26%
VFA
69
Voya Financial Advisors
Connecticut
$1.07M +$336K +5,516 +46%
HH
70
Hilltop Holdings
Texas
$1.05M – – –
CCS
71
Crosspoint Capital Strategies
California
$1.01M +$1.01M +16,680 New
RIA
72
Regal Investment Advisors
Michigan
$1M +$23.2K +384 +2%
SPC
73
Sigma Planning Corp
Michigan
$995K -$50K -828 -5%
OIA
74
Optimum Investment Advisors
Illinois
$984K +$36.3K +600 +4%
KP
75
Keel Point
Alabama
$979K -$5.38M -89,035 -85%
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3
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