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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

158 hedge funds and large institutions have $671M invested in First Trust Health Care AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
29
Increased
59
Reduced
39
Closed
18
Calls
$297K
Puts
$8.49M
Net Calls
-$8.19M
Net Calls Change
-$7.66M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$27.3M
2
Morgan Stanley
Morgan Stanley
New York
+$27M
3
LPL Financial
LPL Financial
California
+$9.98M
4
FEG
Financial Enhancement Group
Indiana
+$7.69M
5
BA
BKS Advisors
Michigan
+$5.85M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.42M
2
Goldman Sachs
Goldman Sachs
New York
-$4.11M
3
Bank of America
Bank of America
North Carolina
-$2.65M
4
CS
Credit Suisse
Switzerland
-$2M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$671K -$178K -2,100 -21%
RPG
77
Risk Paradigm Group
Texas
$635K – – –
MA
78
Mutual Advisors
Nebraska
$620K +$95.7K +1,127 +18%
KTM
79
Keeler Thomas Management
Utah
$594K -$59.4K -700 -9%
GTAM
80
Global Trust Asset Management
Florida
$552K +$221K +2,600 +67%
AWA
81
Arete Wealth Advisors
Illinois
$538K +$538K +6,337 New
SWM
82
SeaCrest Wealth Management
New York
$510K -$4.33K -51 -0.8%
DLHL
83
Donald L. Hagan LLC
Florida
$401K +$82.3K +969 +26%
QCIG
84
Quad-Cities Investment Group
Iowa
$401K +$343K +4,041 +586%
RIA
85
Regal Investment Advisors
Michigan
$389K -$328K -3,868 -46%
Creative Planning
86
Creative Planning
Kansas
$388K +$19.8K +233 +5%
CCA
87
Clearwater Capital Advisors
Illinois
$387K -$33.9K -400 -8%
DWM
88
Doyle Wealth Management
Florida
$385K – – –
ACM
89
AlphaStar Capital Management
North Carolina
$372K +$372K +4,378 New
SFG
90
StrategIQ Financial Group
Indiana
$353K -$42.4K -500 -11%
BRWA
91
B. Riley Wealth Advisors
Florida
$352K +$54.1K +637 +18%
NFC
92
Northeast Financial Consultants
Connecticut
$344K +$344K +4,054 New
HCIA
93
Hochman Cole Investment Advisors
Illinois
$338K – – –
BAM
94
Belpointe Asset Management
Nevada
$335K +$64K +753 +24%
FAIM
95
Financial Advocates Investment Management
Washington
$323K -$3.06K -36 -0.9%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$322K – – –
LIM
97
Leavell Investment Management
Alabama
$310K – – –
DAS
98
Dynamic Advisor Solutions
Arizona
$307K -$1.36K -16 -0.4%
BA
99
Ballew Advisors
Mississippi
$305K -$7.46K -100 -2%
VCA
100
Verdence Capital Advisors
Maryland
$305K +$305K +3,588 New
2 3
4
5 6