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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

201 hedge funds and large institutions have $689M invested in First Trust Health Care AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
61
Reduced
62
Closed
27
Calls
$1.62M
Puts
$9.65M
Net Calls
-$8.04M
Net Calls Change
+$15.2M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
3
FAIM
Financial Advocates Investment Management
Washington
$8.09M
4
Truist Financial
Truist Financial
North Carolina
$16.5M
5
FEG
Financial Enhancement Group
Indiana
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$71.4M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
Bank of America
Bank of America
North Carolina
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.37M -$5.99M -66,443 -81%
AAS
52
Avantax Advisory Services
Texas
$1.35M -$921K -10,116 -41%
BPA
53
Beacon Pointe Advisors
California
$1.34M -$84.7K -940 -6%
FPGK
54
Financial Partners Group (Kansas)
Kansas
$1.33M +$17.2K +191 +1%
TI
55
Trexquant Investment
Connecticut
$1.29M +$1.04M +11,517 +423%
FAAS
56
First Allied Advisory Services
California
$1.28M +$15.3K +170 +1%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.27M -$105K -1,168 -8%
OC
58
Oppenheimer & Co
New York
$1.25M -$73.1K -810 -6%
William Blair & Company
59
William Blair & Company
Illinois
$1.25M +$906K +10,041 +264%
WI
60
Wintrust Investments
Illinois
$1.22M -$1.23M -13,667 -50%
RJT
61
Raymond James Trust
Florida
$1.21M +$42.9K +476 +4%
UCFA
62
United Capital Financial Advisors
Texas
$1.12M -$43K -477 -4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.11M -$192K -2,128 -15%
JIP
64
Jaffetilchin Investment Partners
Florida
$1.07M +$1.07M +11,816 New
CA
65
Cetera Advisors
Colorado
$1.04M -$3.07K -34 -0.3%
LSPW
66
Lake Street Private Wealth
Illinois
$1.02M +$36.5K +405 +4%
GWM
67
Geneos Wealth Management
Colorado
$1.02M +$15.5K +176 +2%
KWM
68
Kingsview Wealth Management
Oregon
$1M -$557K -6,170 -36%
PFS
69
Prospera Financial Services
Texas
$994K -$853K -9,462 -46%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$979K +$350K +3,874 +56%
APA
71
American Portfolios Advisors
New York
$963K – – –
SCA
72
Snowden Capital Advisors
New York
$958K -$17K -189 -2%
SAM
73
SignalPoint Asset Management
Missouri
$951K +$6.76K +75 +0.7%
CAN
74
Cetera Advisor Networks
California
$945K -$171K -1,896 -15%
IAA
75
Independent Advisor Alliance
North Carolina
$927K +$623K +6,458 +205%
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