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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

98 hedge funds and large institutions have $1.38B invested in First Trust Health Care AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
20
Increased
56
Reduced
19
Closed
8
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$326K

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$123M
2
BTS
BB&T Securities
Virginia
+$31.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
First Trust Advisors
First Trust Advisors
Illinois
+$20.9M
5
PPA
Parametric Portfolio Associates
Washington
+$15.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.24M
2
U
UBS
Switzerland
-$3.89M
3
PFS
Prospera Financial Services
Texas
-$2.19M
4
FA
FDx Advisors
Illinois
-$2.14M
5
HF
Hoxton Financial
West Virginia
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
101
Fernwood Investment Management
Massachusetts
– -$281K -5,850 Closed
S
102
SignatureFD
Georgia
– -$73K -1,523 Closed
CGT
103
Capital Guardian Trust
California
– -$44K -924 Closed
ASN
104
Advisory Services Network
Georgia
– -$27K -553 Closed
PMFA
105
Plante Moran Financial Advisors
Michigan
– -$24K -501 Closed
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
– -$18K -380 Closed
1 2 3 4
5