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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

98 hedge funds and large institutions have $1.38B invested in First Trust Health Care AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
20
Increased
56
Reduced
19
Closed
8
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$326K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$123M
2
BTS
BB&T Securities
Virginia
+$31.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
5
PPA
Parametric Portfolio Associates
Washington
+$15.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.24M
2
U
UBS
Switzerland
-$3.89M
3
PFS
Prospera Financial Services
Texas
-$2.19M
4
FA
FDx Advisors
Illinois
-$2.14M
5
HF
Hoxton Financial
West Virginia
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
76
First Financial Corp
Indiana
$498K -$25.5K -500 -5%
SAM
77
Shamrock Asset Management
Texas
$438K +$106K +2,086 +32%
MC
78
Moors & Cabot
Massachusetts
$397K +$397K +7,802 New
CAN
79
Cetera Advisor Networks
California
$339K +$35.5K +698 +12%
BRWA
80
B. Riley Wealth Advisors
Florida
$328K +$130K +2,556 +66%
NA
81
Navellier & Associates
Nevada
$299K +$299K +5,877 New
RJT
82
Raymond James Trust
Florida
$295K +$6.89K +135 +2%
WEC
83
Winslow Evans & Crocker
Massachusetts
$250K +$65.4K +1,284 +35%
NPC
84
National Planning Corporation
California
$247K +$247K +4,787 New
WS
85
Wedbush Securities
California
$247K +$247K +4,846 New
DWA
86
Dorsey Wright & Associates
California
$240K +$240K +4,729 New
WA
87
WFG Advisors
Texas
$232K -$14.3K -280 -6%
US Bancorp
88
US Bancorp
Minnesota
$112K +$34.1K +670 +44%
PSUF
89
People's United Financial
Connecticut
$103K -$20.3K -400 -16%
Creative Planning
90
Creative Planning
Kansas
$61K -$281K -5,497 -82%
PTC
91
Private Trust Company
Ohio
$46K +$14.4K +280 +46%
HI
92
Hudock Inc
Pennsylvania
$30K – – –
TIM
93
Tortoise Investment Management
New York
$17K – – –
CFSG
94
Community Financial Services Group
Vermont
$15K +$15K +301 New
HR
95
Howe & Rusling
New York
$10K +$10K +195 New
CFS
96
Community Financial System
New York
$9K – – –
MA
97
MUFG Americas
New York
$1K +$1K +25 New
FFS
98
Founders Financial Securities
Maryland
$614 -$50 -982 -8%
Fidelity Investments
99
Fidelity Investments
Massachusetts
– -$7.24M -150,600 Closed
Northern Trust
100
Northern Trust
Illinois
– -$285K -5,935 Closed
1 2 3
4
5