FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $1.68B invested in First Trust Health Care AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
28
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$349M
3
Bank of America
3
Bank of America
North Carolina
$196M
4
Wells Fargo
4
Wells Fargo
California
$230M
5
MFS
5
MSI Financial Services
Massachusetts
$7.15M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$33M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
PI
4
Placemark Investments
Illinois
$5.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$327K +$33.3K +553 +11%
M&T Bank
102
M&T Bank
New York
$325K -$3.86K -64 -1%
CAM
103
Concorde Asset Management
Michigan
$325K +$325K +5,368 New
Creative Planning
104
Creative Planning
Kansas
$311K -$10.1K -167 -3%
FIM
105
Freedom Investment Management
Connecticut
$305K +$32.9K +545 +12%
US Bancorp
106
US Bancorp
Minnesota
$288K +$57.1K +948 +25%
DWA
107
Dorsey Wright & Associates
California
$267K -$8.52K -141 -3%
IP
108
Investment Partners
Ohio
$205K +$205K +3,424 New
HI
109
Hudock Inc
Pennsylvania
$177K -$315K -5,228 -64%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$130K +$70K +1,167 +117%
IPC
111
Independent Portfolio Consultants
Florida
$102K -$29.3K -485 -22%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$102K – – –
ASN
113
Advisory Services Network
Georgia
$92K +$92K +1,497 New
PSUF
114
People's United Financial
Connecticut
$72K -$24K -400 -25%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$64K +$23.2K +383 +57%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +389 New
TIM
117
Tortoise Investment Management
New York
$21K – – –
BWA
118
Burt Wealth Advisors
Maryland
$19K +$19K +307 New
CFSG
119
Community Financial Services Group
Vermont
$18K – – –
AIM
120
Advantage Investment Management
Iowa
$16K +$16K +264 New
RAM
121
Riggs Asset Management
Pennsylvania
$14K – – –
SFWA
122
Summit Financial Wealth Advisors
Louisiana
$14K +$14K +225 New
LWA
123
Lowe Wealth Advisors
Maryland
$14K +$14K +231 New
BWFA
124
Baltimore-Washington Financial Advisors
Maryland
$6K +$6K +100 New
WTB
125
Washington Trust Bank
Washington
$5K +$5K +85 New
2 3 4
5
6