FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

150 hedge funds and large institutions have $2.5B invested in First Trust Health Care AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
19
Increased
58
Reduced
57
Closed
13
Calls
$7.99M
Puts
$6.28M
Net Calls
+$1.71M
Net Calls Change
+$40.4M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$931M
2
LPL Financial
2
LPL Financial
California
$107M
3
Goldman Sachs
3
Goldman Sachs
New York
$28.5M
4
Wells Fargo
4
Wells Fargo
California
$258M
5
RJA
5
Raymond James & Associates
Florida
$59.7M

Top Sellers

1
HA
1
Hays Advisory
Tennessee
$618K
2
SAM
2
Shamrock Asset Management
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$92.6M
4
Jane Street
4
Jane Street
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$964K +$964K +16,940 New
IAA
77
Ironsides Asset Advisors
North Carolina
$941K -$348K -5,750 -27%
DAS
78
Dynamic Advisor Solutions
Arizona
$862K +$84K +1,389 +11%
CA
79
Cetera Advisors
Colorado
$861K -$336K -5,565 -28%
MWM
80
MinichMacGregor Wealth Management
New York
$811K +$811K +11,845 New
ACM
81
Argentus Capital Management
Texas
$797K +$575K +9,515 +260%
CIG
82
Consolidated Investment Group
Colorado
$742K – – –
RIL
83
Rothschild Investment LLC
Illinois
$725K +$75.5K +1,250 +12%
Millennium Management
84
Millennium Management
New York
$712K -$466K -7,711 -40%
MC
85
Moors & Cabot
Massachusetts
$698K -$28.5K -472 -4%
CAN
86
Cetera Advisor Networks
California
$692K -$49.6K -821 -7%
DC
87
Davenport & Co
Virginia
$643K +$19.9K +329 +3%
FIM
88
Freedom Investment Management
Connecticut
$637K +$282K +4,661 +79%
HA
89
Hays Advisory
Tennessee
$618K -$25.3M -418,973 -98%
PFS
90
Prospera Financial Services
Texas
$616K -$352K -5,820 -36%
VC
91
Vicus Capital
Pennsylvania
$600K +$1.33K +22 +0.2%
NFG
92
Next Financial Group
Texas
$593K -$98.9K -1,638 -14%
WS
93
Wedbush Securities
California
$593K +$131K +2,168 +28%
WA
94
WFG Advisors
Texas
$577K +$13.4K +222 +2%
US Bancorp
95
US Bancorp
Minnesota
$545K -$457K -7,569 -46%
VKH
96
Virtu KCG Holdings
New York
$534K -$1.03M -17,053 -66%
CPIG
97
Chicago Partners Investment Group
Illinois
$516K +$516K +8,532 New
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$507K +$106K +1,761 +27%
FFC
99
First Financial Corp
Indiana
$506K – – –
BRWA
100
B. Riley Wealth Advisors
Florida
$484K -$82.1K -1,356 -15%
2 3
4
5 6