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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

201 hedge funds and large institutions have $689M invested in First Trust Health Care AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
61
Reduced
62
Closed
27
Calls
$1.62M
Puts
$9.65M
Net Calls
-$8.04M
Net Calls Change
+$15.2M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
3
FAIM
Financial Advocates Investment Management
Washington
$8.09M
4
Truist Financial
Truist Financial
North Carolina
$16.5M
5
FEG
Financial Enhancement Group
Indiana
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$71.4M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
Bank of America
Bank of America
North Carolina
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$906K +$906K +10,043 New
SS
77
Sunbelt Securities
Texas
$901K +$18.4K +204 +2%
CFD
78
Creative Financial Designs
Indiana
$841K +$612K +6,792 +268%
IA
79
IFP Advisors
Florida
$779K -$9.9K -112 -1%
AIM
80
Astor Investment Management
Illinois
$773K +$773K +8,580 New
CWA
81
Capital Wealth Alliance
Arizona
$754K +$346K +3,854 +85%
SI
82
Stephens Inc
Arkansas
$743K -$3.16K -35 -0.4%
AWA
83
Arkadios Wealth Advisors
Georgia
$737K -$39.7K -430 -5%
NA
84
NewEdge Advisors
Louisiana
$736K -$2.86M -31,719 -80%
ONB
85
Old National Bancorp
Indiana
$715K -$92.3K -1,024 -11%
SWAG
86
Spectrum Wealth Advisory Group
California
$695K -$91K -1,009 -12%
GTAM
87
Global Trust Asset Management
Florida
$677K +$677K +7,500 New
LI
88
LVZ Inc
Michigan
$671K +$671K +7,436 New
JCM
89
Jacobi Capital Management
Pennsylvania
$662K +$7.04K +78 +1%
WWM
90
Western Wealth Management
Colorado
$636K -$61.6K -683 -9%
SW
91
SVB Wealth
Massachusetts
$631K – – –
SWM
92
SeaCrest Wealth Management
New York
$623K +$4.96K +55 +0.8%
BRWA
93
B. Riley Wealth Advisors
Florida
$621K +$61.6K +683 +11%
SPC
94
Sigma Planning Corp
Michigan
$606K +$70.3K +780 +13%
Renaissance Technologies
95
Renaissance Technologies
New York
$586K +$586K +6,500 New
HCIA
96
Hochman Cole Investment Advisors
Illinois
$548K – – –
AWM
97
AE Wealth Management
Kansas
$537K -$501K -5,557 -48%
Goldman Sachs
98
Goldman Sachs
New York
$521K -$13M -144,221 -96%
CF
99
Centaurus Financial
California
$493K +$241K +2,671 +96%
FEM
100
Fulcrum Equity Management
Texas
$483K +$483K +5,351 New
2 3
4
5 6