FXH icon

First Trust Health Care AlphaDEX Fund

158 hedge funds and large institutions have $671M invested in First Trust Health Care AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
29
Increased
59
Reduced
39
Closed
18
Calls
$297K
Puts
$8.49M
Net Calls
-$8.19M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.24M -$960K -11,310 -44%
OC
52
Oppenheimer & Co
New York
$1.23M +$54.4K +641 +5%
CWM
53
Cornerstone Wealth Management
Missouri
$1.2M -$737K -49,768 -38%
PFS
54
Prospera Financial Services
Texas
$1.19M -$227K -2,960 -16%
RJT
55
Raymond James Trust
Florida
$1.08M -$23.4K -275 -2%
AW
56
ACG Wealth
Georgia
$1.07M +$1.07M +12,607 New
HFS
57
HL Financial Services
Kentucky
$1.06M +$1.06M +12,482 New
ONB
58
Old National Bancorp
Indiana
$1.02M -$72.6K -856 -7%
GWM
59
Geneos Wealth Management
Colorado
$965K +$100K +1,179 +12%
IA
60
IFP Advisors
Florida
$953K -$48.8K -575 -5%
WI
61
Wintrust Investments
Illinois
$934K -$825K -9,722 -47%
Goldman Sachs
62
Goldman Sachs
New York
$912K -$4.11M -48,403 -82%
SAM
63
SignalPoint Asset Management
Missouri
$895K -$33.5K -395 -4%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$884K -$9.42M -110,985 -91%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$853K +$853K +10,051 New
SPC
66
Sigma Planning Corp
Michigan
$840K +$135K +1,592 +19%
RFM
67
Royal Fund Management
Florida
$821K +$802K +9,456 +4,240%
DBRC
68
D.B. Root & Company
Pennsylvania
$803K +$803K +9,463 New
CA
69
Cetera Advisors
Colorado
$771K +$318K +3,759 +70%
SPIA
70
Steward Partners Investment Advisory
New York
$738K -$46.1K -543 -6%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$717K +$386K +4,546 +117%
SWP
72
Stratos Wealth Partners
Ohio
$710K +$92.6K +1,091 +15%
WWM
73
Wagner Wealth Management
South Carolina
$697K +$45.8K +540 +7%
SI
74
Stephens Inc
Arkansas
$696K +$76.4K +900 +12%
FHB
75
First Hawaiian Bank
Hawaii
$679K +$679K +7,998 New