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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
76
Spectrum Wealth Advisory Group
California
$645K -$58.9K -796 -8%
BRC
77
Bell Rock Capital
Delaware
$631K +$28.9K +391 +5%
SS
78
Simplicity Solutions
Minnesota
$623K -$122K -1,648 -16%
AWA
79
Arkadios Wealth Advisors
Georgia
$622K -$15.5K -210 -2%
GSWM
80
Golden State Wealth Management
California
$615K +$615K +8,314 New
SI
81
Stephens Inc
Arkansas
$612K -$3.11K -42 -0.5%
WWM
82
Western Wealth Management
Colorado
$573K -$50.3K -679 -8%
CAN
83
Claraphi Advisory Network
United States
$559K +$559K +7,561 New
FI
84
FormulaFolio Investments
Michigan
$554K -$2.28M -30,768 -80%
NFG
85
Next Financial Group
Texas
$540K -$59.5K -805 -10%
JCM
86
Jacobi Capital Management
Pennsylvania
$537K -$26.3K -356 -5%
SW
87
SVB Wealth
Massachusetts
$518K – – –
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$516K +$7.4K +100 +1%
SWM
89
SeaCrest Wealth Management
New York
$507K – – –
SFI
90
SPC Financial Inc
Maryland
$503K +$503K +6,800 New
BRWA
91
B. Riley Wealth Advisors
Florida
$459K -$166K -2,241 -27%
HCIA
92
Hochman Cole Investment Advisors
Illinois
$449K +$3.77K +51 +0.8%
SPC
93
Sigma Planning Corp
Michigan
$439K -$103K -1,395 -19%
SG
94
StoneX Group
New York
$420K +$179K +2,413 +74%
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$418K +$5.47K +74 +1%
SF
96
Synovus Financial
Georgia
$404K +$404K +5,467 New
Jane Street
97
Jane Street
New York
$398K -$243K -3,287 -38%
SWP
98
Stratos Wealth Partners
Ohio
$394K -$12.1K -164 -3%
SW
99
SkyOak Wealth
Michigan
$389K -$121K -1,635 -24%
PSF
100
Pacific Sun Financial
California
$381K -$2.22K -30 -0.6%
2 3
4
5 6