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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

131 hedge funds and large institutions have $517M invested in First Trust Health Care AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
42
Reduced
43
Closed
12
Calls
–
Puts
$3.37M
Net Calls
-$3.37M
Net Calls Change
-$3.37M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.53M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.74M
3
BTS
BB&T Securities
Virginia
+$4.36M
4
PFA
Pinnacle Family Advisors
Missouri
+$2.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.85M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$18.1M
2
Bank of America
Bank of America
North Carolina
-$8.26M
3
SAM
SignalPoint Asset Management
Missouri
-$4.39M
4
LPL Financial
LPL Financial
California
-$3.39M
5
IWM
IHT Wealth Management
Illinois
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRF
76
B. Riley Financial
California
$290K +$290K +4,304 New
BRWA
77
B. Riley Wealth Advisors
Florida
$264K +$264K +3,915 New
NPC
78
National Planning Corporation
California
$262K +$30.7K +455 +13%
CFD
79
Creative Financial Designs
Indiana
$246K – – –
Jane Street
80
Jane Street
New York
$246K +$246K +3,650 New
TSS
81
Two Sigma Securities
New York
$234K +$234K +3,466 New
GFPC
82
Global Financial Private Capital
Florida
$232K +$232K +3,436 New
BAM
83
Belpointe Asset Management
Nevada
$231K +$231K +3,424 New
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$226K +$6.74K +100 +3%
Brown Advisory
85
Brown Advisory
Maryland
$209K – – –
BRC
86
Bell Rock Capital
Delaware
$164K -$3.47K -52 -2%
WEC
87
Winslow Evans & Crocker
Massachusetts
$124K -$110K -1,632 -47%
JCM
88
Jacobi Capital Management
Pennsylvania
$123K – – –
NFG
89
Next Financial Group
Texas
$112K -$18.1K -270 -14%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$102K +$102K +1,454 New
US Bancorp
91
US Bancorp
Minnesota
$98K -$385K -5,699 -80%
VFA
92
Valeo Financial Advisors
Indiana
$93K +$93K +1,386 New
SPIA
93
Steward Partners Investment Advisory
New York
$86K +$52K +772 +153%
SSB
94
Sandy Spring Bank
Maryland
$81K – – –
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$68.8K +$10.5K +156 +18%
ASN
96
Advisory Services Network
Georgia
$64K -$7.77K -116 -11%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$60K – – –
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.3K – – –
AIM
99
Advantage Investment Management
Iowa
$51K – – –
IWM
100
IHT Wealth Management
Illinois
$45K -$2.57M -37,745 -98%
2 3
4
5 6