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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

131 hedge funds and large institutions have $448M invested in First Trust Health Care AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
33
Reduced
45
Closed
11
Calls
–
Puts
$6.24M
Net Calls
-$6.24M
Net Calls Change
-$2.8M

Top Buyers

1
NA
Navellier & Associates
Nevada
+$11.9M
2
Bank of America
Bank of America
North Carolina
+$9.34M
3
Wells Fargo
Wells Fargo
California
+$7.37M
4
Citigroup
Citigroup
New York
+$6.04M
5
FEG
Financial Enhancement Group
Indiana
+$4.94M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.39M
2
CS
Credit Suisse
Switzerland
-$6.75M
3
UCFA
United Capital Financial Advisors
Texas
-$5.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.49M
5
BTS
BB&T Securities
Virginia
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
StrategIQ Financial Group
Indiana
$377K – – –
WP
77
WealthSource Partners
California
$334K +$334K +5,348 New
SPC
78
Sigma Planning Corp
Michigan
$330K -$76K -1,218 -19%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$322K +$63K +1,010 +24%
WEC
80
Winslow Evans & Crocker
Massachusetts
$308K -$13.4K -214 -4%
CC
81
Cedar Capital
Illinois
$304K -$1.25K -20 -0.4%
KP
82
Keel Point
Alabama
$301K – – –
WB
83
WesBanco Bank
West Virginia
$284K +$284K +4,545 New
DWM
84
Doyle Wealth Management
Florida
$283K +$283K +4,535 New
JIP
85
Jaffetilchin Investment Partners
Florida
$282K +$282K +4,511 New
FFEC
86
First Financial Equity Corporation
Arizona
$278K +$278K +4,452 New
NA
87
NewEdge Advisors
Louisiana
$248K -$42.3K -687 -15%
WA
88
WFG Advisors
Texas
$241K – – –
WS
89
Wedbush Securities
California
$220K -$41.8K -669 -16%
CI
90
Cavalier Investments
Georgia
$212K +$212K +3,402 New
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$203K +$203K +3,252 New
WP
92
WealthPLAN Partners
Nebraska
$132K +$132K +2,121 New
NFG
93
Next Financial Group
Texas
$131K -$286K -4,494 -69%
ASN
94
Advisory Services Network
Georgia
$115K +$115K +1,850 New
BRC
95
Bell Rock Capital
Delaware
$91K -$79.2K -1,281 -47%
RFWA
96
RPg Family Wealth Advisory
Massachusetts
$79.1K +$79.1K +1,268 New
SSB
97
Sandy Spring Bank
Maryland
$75K – – –
Barclays
98
Barclays
United Kingdom
$75K +$75K +1,200 New
JCM
99
Jacobi Capital Management
Pennsylvania
$66K – – –
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$56K – – –
2 3
4
5 6