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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

171 hedge funds and large institutions have $535M invested in First Trust Health Care AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
76
Closed
19
Calls
$718K
Puts
$18.5M
Net Calls
-$17.8M
Net Calls Change
-$2.58M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
DADC
D.A. Davidson & Co
Montana
+$716K
4
AAS
Avantax Advisory Services
Texas
+$621K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$589K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$19.1M
2
Wells Fargo
Wells Fargo
California
-$8.24M
3
Goldman Sachs
Goldman Sachs
New York
-$8.2M
4
RJA
Raymond James & Associates
Florida
-$6.26M
5
Bank of America
Bank of America
North Carolina
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$621K +$621K +8,369 New
BPA
77
Beacon Pointe Advisors
California
$590K – – –
NFG
78
Next Financial Group
Texas
$588K +$3.04K +41 +0.5%
BPWA
79
Beacon Pointe Wealth Advisors
California
$585K -$6.88K -93 -1%
BRC
80
Bell Rock Capital
Delaware
$568K +$295K +3,999 +108%
MWM
81
MinichMacGregor Wealth Management
New York
$553K -$130K -1,761 -19%
SW
82
SVB Wealth
Massachusetts
$544K – – –
SPC
83
Sigma Planning Corp
Michigan
$539K -$164K -2,217 -23%
SWM
84
SeaCrest Wealth Management
New York
$486K – – –
Bank of New York Mellon
85
Bank of New York Mellon
New York
$477K +$477K +6,443 New
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$457K -$6.88K -93 -1%
AWM
87
AE Wealth Management
Kansas
$455K +$81.5K +1,101 +22%
SWP
88
Stratos Wealth Partners
Ohio
$453K -$87K -1,176 -16%
HCIA
89
Hochman Cole Investment Advisors
Illinois
$453K +$4.15K +56 +0.9%
PSF
90
Pacific Sun Financial
California
$382K – – –
TSS
91
Two Sigma Securities
New York
$343K +$20.3K +274 +6%
DWM
92
Doyle Wealth Management
Florida
$336K – – –
VCM
93
Virtue Capital Management
Tennessee
$320K +$320K +4,326 New
NFC
94
Northeast Financial Consultants
Connecticut
$315K -$296 -4 -0.1%
BA
95
Ballew Advisors
Mississippi
$313K – – –
LNC
96
Lincoln National Corp
Pennsylvania
$313K +$92.9K +1,257 +42%
William Blair & Company
97
William Blair & Company
Illinois
$302K -$2.96K -40 -1%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$288K -$184K -2,486 -39%
RCG
100
Ruggie Capital Group
Florida
$274K -$34.3K -462 -11%
2 3
4
5 6