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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

145 hedge funds and large institutions have $2.34B invested in First Trust Health Care AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.05%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.39%
New
19
Increased
56
Reduced
49
Closed
17
Calls
–
Puts
$38.7M
Net Calls
-$38.7M
Net Calls Change
-$38.7M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$811M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.3M
3
ACM
3
Aviance Capital Management
Florida
$11.3M
4
Jane Street
4
Jane Street
New York
$10.9M
5
TFA
5
Transamerica Financial Advisors
Florida
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$240M
4
Morgan Stanley
4
Morgan Stanley
New York
$379M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$944K -$6.8K -117 -0.7%
OIA
77
Optimum Investment Advisors
Illinois
$913K +$913K +15,680 New
PFS
78
Prospera Financial Services
Texas
$903K -$256K -4,548 -22%
RJT
79
Raymond James Trust
Florida
$830K +$192K +3,309 +30%
DAS
80
Dynamic Advisor Solutions
Arizona
$749K -$320K -5,502 -30%
CAN
81
Cetera Advisor Networks
California
$715K +$188K +3,223 +36%
CIG
82
Consolidated Investment Group
Colorado
$714K – – –
MC
83
Moors & Cabot
Massachusetts
$698K +$61.5K +1,059 +10%
VFA
84
Voya Financial Advisors
Connecticut
$682K +$103K +1,808 +18%
NFG
85
Next Financial Group
Texas
$667K -$794K -13,652 -54%
MIAN
86
Mariner Independent Advisor Network
Kansas
$640K +$640K +11,004 New
RIL
87
Rothschild Investment LLC
Illinois
$626K +$223K +3,825 +55%
VAM
88
Visionary Asset Management
Texas
$617K -$39.9K -685 -6%
DC
89
Davenport & Co
Virginia
$600K +$23K +396 +4%
VC
90
Vicus Capital
Pennsylvania
$576K -$282K -4,842 -33%
BRWA
91
B. Riley Wealth Advisors
Florida
$545K +$43K +737 +9%
WA
92
WFG Advisors
Texas
$543K +$34.2K +587 +7%
FFC
93
First Financial Corp
Indiana
$487K -$83.2K -1,430 -15%
SS
94
Simplicity Solutions
Minnesota
$475K +$11.3K +194 +2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$456K +$154K +2,234 +51%
SG Americas Securities
96
SG Americas Securities
New York
$456K +$456K +7,833 New
CAM
97
Concorde Asset Management
Michigan
$454K +$1.81K +31 +0.4%
WS
98
Wedbush Securities
California
$445K -$50.6K -870 -10%
M&T Bank
99
M&T Bank
New York
$411K +$62.9K +1,080 +18%
WEC
100
Winslow Evans & Crocker
Massachusetts
$384K -$7.33K -126 -2%
2 3
4
5 6