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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

117 hedge funds and large institutions have $1.7B invested in First Trust Health Care AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
64
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$116M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$263M
3
SAM
3
Shamrock Asset Management
Texas
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$293M
5
U
5
UBS
Switzerland
$81.5M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
AAM
2
Aberdeen Asset Management
United Kingdom
$6.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SHA
4
Smith Hayes Advisers
Nebraska
$761K
5
BUB
5
BBVA USA Bancshares
Texas
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$647K +$13.2K +237 +2%
HI
77
Horizon Investments
North Carolina
$647K +$13.7K +245 +2%
FFC
78
First Financial Corp
Indiana
$543K +$2.79K +50 +0.5%
NPC
79
National Planning Corporation
California
$508K +$68.1K +1,209 +15%
HI
80
Hudock Inc
Pennsylvania
$456K +$428K +7,665 +1,527%
CA
81
Cetera Advisors
Colorado
$413K +$172K +3,109 +72%
CAN
82
Cetera Advisor Networks
California
$402K +$78.6K +1,411 +24%
NFG
83
Next Financial Group
Texas
$377K +$3.57K +64 +1%
ICOA
84
Investment Centers of America
North Dakota
$373K +$113K +2,023 +43%
FA
85
FDx Advisors
Illinois
$349K -$216K -3,881 -38%
AWA
86
Arete Wealth Advisors
Illinois
$338K +$338K +6,064 New
BRWA
87
B. Riley Wealth Advisors
Florida
$327K -$393K -7,047 -55%
WI
88
WBI Investments
New Jersey
$320K +$320K +5,733 New
RJT
89
Raymond James Trust
Florida
$318K – – –
ICRM
90
Insight Capital Research & Management
California
$310K +$310K +5,554 New
WS
91
Wedbush Securities
California
$306K +$5.57K +100 +2%
M&T Bank
92
M&T Bank
New York
$304K +$304K +5,455 New
Creative Planning
93
Creative Planning
Kansas
$297K +$62.5K +1,121 +27%
WA
94
WFG Advisors
Texas
$281K -$1.01K -18 -0.4%
JG
95
Jefferies Group
New York
$273K +$273K +4,900 New
VKH
96
Virtu KCG Holdings
New York
$272K +$272K +4,868 New
MIAN
97
Mariner Independent Advisor Network
Kansas
$272K +$55.6K +997 +26%
FIM
98
Freedom Investment Management
Connecticut
$252K +$26.8K +479 +12%
DWA
99
Dorsey Wright & Associates
California
$251K -$9.25K -168 -4%
US Bancorp
100
US Bancorp
Minnesota
$214K +$85.3K +1,528 +66%
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