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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

148 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
37
Reduced
56
Closed
13
Calls
–
Puts
$527K
Net Calls
-$527K
Net Calls Change
+$208K

Top Buyers

1
NA
Navellier & Associates
Nevada
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$5.03M
3
LPL Financial
LPL Financial
California
+$4.07M
4
Jane Street
Jane Street
New York
+$3.85M
5
RJA
Raymond James & Associates
Florida
+$3.46M

Top Sellers

1
BA
BKS Advisors
Michigan
-$4.14M
2
SG Americas Securities
SG Americas Securities
New York
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.89M
5
FAAS
First Allied Advisory Services
California
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
76
Voya Financial Advisors
Connecticut
$388K – – –
CCA
77
Clearwater Capital Advisors
Illinois
$368K -$16.3K -220 -4%
SFG
78
StrategIQ Financial Group
Indiana
$346K -$12.6K -170 -4%
DWM
79
Doyle Wealth Management
Florida
$337K – – –
FA
80
FDx Advisors
Illinois
$333K -$230K -3,105 -41%
Creative Planning
81
Creative Planning
Kansas
$322K +$14.9K +201 +5%
BA
82
Ballew Advisors
Mississippi
$311K +$1.11K +15 +0.4%
HCIA
83
Hochman Cole Investment Advisors
Illinois
$296K +$296K +3,984 New
SG
84
StoneX Group
New York
$292K +$19.1K +257 +7%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$290K -$7.43K -100 -2%
GTAM
86
Global Trust Asset Management
Florida
$289K +$289K +3,900 New
FAIM
87
Financial Advocates Investment Management
Washington
$287K +$287K +3,840 New
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$282K -$9.21K -124 -3%
DLHL
89
Donald L. Hagan LLC
Florida
$279K +$279K +3,755 New
LIM
90
Leavell Investment Management
Alabama
$271K – – –
DAS
91
Dynamic Advisor Solutions
Arizona
$270K -$5.28K -71 -2%
BRWA
92
B. Riley Wealth Advisors
Florida
$261K -$81.3K -1,092 -24%
BAM
93
Belpointe Asset Management
Nevada
$237K +$1.04K +14 +0.4%
NFG
94
Next Financial Group
Texas
$231K -$280K -3,777 -55%
CFD
95
Creative Financial Designs
Indiana
$220K – – –
GFPC
96
Global Financial Private Capital
Florida
$214K +$214K +2,890 New
AI
97
Atria Investments
North Carolina
$207K -$22.7K -306 -10%
CFA
98
Cahill Financial Advisors
Minnesota
$205K +$205K +2,750 New
AWA
99
Acorn Wealth Advisors
Michigan
$184K – – –
William Blair & Company
100
William Blair & Company
Illinois
$165K -$56.7K -766 -26%
2 3
4
5 6