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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
61
Increased
79
Reduced
23
Closed
26
Calls
$1.06M
Puts
$41.5M
Net Calls
-$40.4M
Net Calls Change
-$32.2M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$516M
2
Wells Fargo
Wells Fargo
California
+$56.9M
3
Morgan Stanley
Morgan Stanley
New York
+$41.3M
4
Bank of America
Bank of America
North Carolina
+$23.8M
5
AIM
Astor Investment Management
Illinois
+$21.8M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$27.4M
2
SAM
Shamrock Asset Management
Texas
-$5.22M
3
VCM
Virtue Capital Management
Tennessee
-$3.59M
4
SWM
Segment Wealth Management
Texas
-$3.04M
5
BA
BKS Advisors
Michigan
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Pinnacle Family Advisors
Missouri
$2.74M +$2.74M +39,787 New
AI
52
Atria Investments
North Carolina
$2.47M +$2.47M +35,925 New
UCFA
53
United Capital Financial Advisors
Texas
$2.47M +$338K +4,905 +16%
TSS
54
Two Sigma Securities
New York
$2.34M +$2.34M +34,027 New
RCG
55
Ruggie Capital Group
Florida
$2.25M +$2.25M +32,615 New
JWS
56
Juncture Wealth Strategies
Arizona
$2.24M +$2.24M +32,553 New
FMP
57
Financial Management Professionals
Texas
$2.2M +$2.2M +31,923 New
APA
58
American Portfolios Advisors
New York
$2.14M +$28.7K +416 +1%
FAAS
59
First Allied Advisory Services
California
$2.03M -$648K -9,421 -24%
SIM
60
SSI Investment Management
California
$1.86M -$10.3K -150 -0.6%
WP
61
WealthPLAN Partners
Nebraska
$1.83M +$178K +2,311 +11%
AP
62
Atwood & Palmer
Missouri
$1.73M +$1.73M +25,130 New
PAG
63
Private Advisor Group
New Jersey
$1.61M +$114K +1,659 +8%
WA
64
WESPAC Advisors
California
$1.52M +$220K +3,194 +17%
WI
65
Wintrust Investments
Illinois
$1.48M +$722K +10,481 +95%
PFS
66
Prospera Financial Services
Texas
$1.44M +$374K +5,446 +35%
BFA
67
Brendel Financial Advisors
New Hampshire
$1.38M +$1.38M +20,010 New
NFG
68
Next Financial Group
Texas
$1.36M +$1.27M +18,469 +1,483%
DWA
69
Dorsey Wright & Associates
California
$1.34M +$1.34M +19,493 New
AWA
70
Arete Wealth Advisors
Illinois
$1.34M +$904K +13,123 +207%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.15M +$128K +1,854 +12%
SMG
72
Smart Money Group
Texas
$1.15M -$7.78K -113 -0.7%
OC
73
Oppenheimer & Co
New York
$1.1M +$101K +1,467 +10%
LA
74
LexAurum Advisors
Kansas
$1.07M +$1.07M +15,554 New
NWM
75
Northwest Wealth Management
Iowa
$1.06M -$10.3K -150 -1%
1 2
3
4 5