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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

131 hedge funds and large institutions have $517M invested in First Trust Health Care AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
42
Reduced
43
Closed
12
Calls
–
Puts
$3.37M
Net Calls
-$3.37M
Net Calls Change
-$3.37M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.53M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.74M
3
BTS
BB&T Securities
Virginia
+$4.36M
4
PFA
Pinnacle Family Advisors
Missouri
+$2.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.85M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$18.1M
2
Bank of America
Bank of America
North Carolina
-$8.26M
3
SAM
SignalPoint Asset Management
Missouri
-$4.39M
4
LPL Financial
LPL Financial
California
-$3.39M
5
IWM
IHT Wealth Management
Illinois
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
SSI Investment Management
California
$833K +$2.02K +30 +0.2%
RJT
52
Raymond James Trust
Florida
$792K -$25.9K -385 -3%
SAM
53
SignalPoint Asset Management
Missouri
$743K -$4.39M -65,226 -86%
JIP
54
Jaffetilchin Investment Partners
Florida
$724K +$429K +6,353 +145%
RIA
55
Regal Investment Advisors
Michigan
$599K +$3.37K +50 +0.6%
SWP
56
Stratos Wealth Partners
Ohio
$592K +$10.7K +159 +2%
SWM
57
Segment Wealth Management
Texas
$571K +$571K +8,470 New
FI
58
FormulaFolio Investments
Michigan
$565K -$20K -296 -3%
GWM
59
Geneos Wealth Management
Colorado
$562K +$85.9K +1,276 +18%
CAN
60
Cetera Advisor Networks
California
$552K +$17.4K +260 +3%
VF
61
Virtu Financial
New York
$549K +$549K +8,148 New
SI
62
Stephens Inc
Arkansas
$523K -$16.9K -250 -3%
DAS
63
Dynamic Advisor Solutions
Arizona
$498K -$103K -1,528 -17%
SFG
64
StrategIQ Financial Group
Indiana
$488K – – –
CCA
65
Clearwater Capital Advisors
Illinois
$436K +$5.4K +80 +1%
RPG
66
Risk Paradigm Group
Texas
$436K -$24K -356 -5%
FA
67
FDx Advisors
Illinois
$431K -$10.7K -159 -2%
SPC
68
Sigma Planning Corp
Michigan
$416K +$63.4K +940 +18%
VFA
69
Voya Financial Advisors
Connecticut
$400K -$46.4K -692 -10%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$334K -$6.07K -90 -2%
DWM
71
Doyle Wealth Management
Florida
$306K – – –
CI
72
Cavalier Investments
Georgia
$304K +$74.6K +1,107 +33%
SI
73
SII Investments
Wisconsin
$302K -$9.13K -136 -3%
CA
74
Cetera Advisors
Colorado
$291K -$71.9K -1,069 -20%
Creative Planning
75
Creative Planning
Kansas
$290K -$294K -4,356 -50%
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3
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