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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$1.17M +$604K +8,158 +106%
JAWM
52
J. Arnold Wealth Management
Ohio
$1.17M -$5.53M -74,699 -83%
LNC
53
Lincoln National Corp
Pennsylvania
$1.14M +$837K +11,321 +273%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.13M +$183K +2,476 +19%
OC
55
Oppenheimer & Co
New York
$1.09M +$2.81K +38 +0.3%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.07M -$1.26M -17,064 -54%
FAAS
57
First Allied Advisory Services
California
$1.04M -$610K -8,250 -37%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$1.03M +$1.03M +14,551 New
ACM
59
AlphaStar Capital Management
North Carolina
$974K +$696K +8,551 +250%
UCFA
60
United Capital Financial Advisors
Texas
$957K -$897K -12,130 -48%
RJT
61
Raymond James Trust
Florida
$955K – – –
CAN
62
Cetera Advisor Networks
California
$915K -$243K -3,287 -21%
CA
63
Cetera Advisors
Colorado
$856K -$134K -1,807 -14%
GIA
64
Gladstone Institutional Advisory
Florida
$855K +$855K +11,565 New
MA
65
Mutual Advisors
Nebraska
$854K -$19.7K -266 -2%
AWM
66
AE Wealth Management
Kansas
$852K -$175K -2,360 -17%
GWM
67
Geneos Wealth Management
Colorado
$810K -$58.8K -828 -7%
LSPW
68
Lake Street Private Wealth
Illinois
$807K +$14.4K +195 +2%
SCA
69
Snowden Capital Advisors
New York
$800K +$3.48K +47 +0.4%
APA
70
American Portfolios Advisors
New York
$790K -$782K -10,568 -50%
SAM
71
SignalPoint Asset Management
Missouri
$774K -$29.1K -394 -4%
SS
72
Sunbelt Securities
Texas
$723K -$40.4K -547 -5%
GM
73
GeoWealth Management
Illinois
$684K +$684K +9,251 New
ONB
74
Old National Bancorp
Indiana
$662K -$37.3K -504 -5%
IA
75
IFP Advisors
Florida
$653K -$47.2K -645 -7%
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