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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $666M invested in First Trust Health Care AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
82
Closed
23
Calls
$2.34M
Puts
$36.9M
Net Calls
-$34.6M
Net Calls Change
-$26.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$28.8M
3
Citadel Advisors
Citadel Advisors
Florida
$17.3M
4
JAWM
J. Arnold Wealth Management
Ohio
$4.81M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.38M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
ODG
O'Dell Group
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$69.2M
5
RJA
Raymond James & Associates
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Capital Wealth Alliance
Arizona
$749K -$44.7K -473 -6%
GTAM
77
Global Trust Asset Management
Florida
$714K – – –
SW
78
SVB Wealth
Massachusetts
$701K +$37.9K +400 +6%
JCM
79
Jacobi Capital Management
Pennsylvania
$695K – – –
AIM
80
Astor Investment Management
Illinois
$676K -$136K -1,441 -17%
WWM
81
Western Wealth Management
Colorado
$665K -$3.7K -39 -0.6%
SWM
82
SeaCrest Wealth Management
New York
$649K -$5.21K -55 -0.8%
SPC
83
Sigma Planning Corp
Michigan
$648K +$11.6K +123 +2%
MOS
84
MGO One Seven
Ohio
$640K +$143K +1,505 +29%
NA
85
NewEdge Advisors
Louisiana
$635K -$138K -1,453 -18%
Prudential Financial
86
Prudential Financial
New Jersey
$627K -$324K -3,421 -34%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$609K +$202K +2,132 +50%
HCIA
88
Hochman Cole Investment Advisors
Illinois
$601K +$25.7K +271 +4%
GSWM
89
Golden State Wealth Management
California
$567K +$567K +5,990 New
TSS
90
Two Sigma Securities
New York
$542K +$51.4K +543 +10%
P
91
&Partners
Tennessee
$508K +$290K +3,060 +133%
AFP
92
Ausdal Financial Partners
Iowa
$497K +$497K +5,249 New
PSF
93
Pacific Sun Financial
California
$492K +$3.79K +40 +0.8%
SF
94
Synovus Financial
Georgia
$484K +$484K +5,111 New
CFGS
95
Concourse Financial Group Securities
Alabama
$480K -$284 -3 -0.1%
AWM
96
AE Wealth Management
Kansas
$474K -$89.7K -948 -16%
DWM
97
Doyle Wealth Management
Florida
$449K +$19K +200 +4%
Creative Planning
98
Creative Planning
Kansas
$446K +$15.7K +166 +4%
FFN
99
Focus Financial Network
Minnesota
$442K -$50.9K -537 -10%
VFA
100
Voya Financial Advisors
Connecticut
$409K -$31.1K -332 -7%
2 3
4
5 6