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First Trust Health Care AlphaDEX Fund

147 hedge funds and large institutions have $422M invested in First Trust Health Care AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
45
Reduced
50
Closed
15
Calls
Puts
$735K
Net Calls
-$735K
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$360K -$34.7K -500 -9%
PSF
77
Pacific Sun Financial
California
$353K +$353K +5,090 New
SFG
78
StrategIQ Financial Group
Indiana
$335K
BRWA
79
B. Riley Wealth Advisors
Florida
$319K +$25.3K +364 +9%
DWM
80
Doyle Wealth Management
Florida
$315K
CF
81
Centaurus Financial
California
$313K -$37.6K -542 -11%
ALIONA
82
Allianz Life Insurance of North America
Minnesota
$306K +$306K +4,410 New
BA
83
Ballew Advisors
Mississippi
$290K -$1.94K -28 -0.7%
Creative Planning
84
Creative Planning
Kansas
$287K -$36.8K -531 -11%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$278K +$695 +10 +0.3%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$272K +$25K +360 +10%
DAS
87
Dynamic Advisor Solutions
Arizona
$257K -$44.9K -647 -15%
SG
88
StoneX Group
New York
$255K +$255K +3,674 New
LIM
89
Leavell Investment Management
Alabama
$253K +$253K +3,648 New
BAM
90
Belpointe Asset Management
Nevada
$220K
M&T Bank
91
M&T Bank
New York
$217K -$16K -230 -7%
AI
92
Atria Investments
North Carolina
$215K -$189K -2,720 -47%
William Blair & Company
93
William Blair & Company
Illinois
$208K +$208K +2,995 New
CFD
94
Creative Financial Designs
Indiana
$205K
AWA
95
Acorn Wealth Advisors
Michigan
$173K -$4.85K -69 -3%
BRC
96
Bell Rock Capital
Delaware
$146K -$19.5K -285 -12%
OIA
97
Optimum Investment Advisors
Illinois
$142K +$142K +2,045 New
WEC
98
Winslow Evans & Crocker
Massachusetts
$127K
JCM
99
Jacobi Capital Management
Pennsylvania
$120K
US Bancorp
100
US Bancorp
Minnesota
$100K -$485 -7 -0.5%