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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

143 hedge funds and large institutions have $2.39B invested in First Trust Health Care AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
3.81%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
29
Increased
65
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$558M
2
BTS
2
BB&T Securities
Virginia
$77.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$425M
4
Wells Fargo
4
Wells Fargo
California
$292M
5
HI
5
Horizon Investments
North Carolina
$36.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$204M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$0
3
Citigroup
3
Citigroup
New York
$3.75M
4
AGA
4
Accuvest Global Advisors
Utah
$0
5
PHS
5
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
101
Veritable
Delaware
$441K – – –
SS
102
Simplicity Solutions
Minnesota
$427K +$56.5K +842 +15%
AIM
103
Advantage Investment Management
Iowa
$427K +$409K +6,109 +2,314%
RIL
104
Rothschild Investment LLC
Illinois
$424K +$57K +850 +16%
CAM
105
Concorde Asset Management
Michigan
$407K +$47.5K +709 +13%
GA
106
Gateway Advisory
New Jersey
$405K +$405K +6,041 New
SWP
107
Stratos Wealth Partners
Ohio
$401K +$401K +6,029 New
ICRM
108
Insight Capital Research & Management
California
$372K – – –
US Bancorp
109
US Bancorp
Minnesota
$372K +$51.9K +775 +16%
RFC
110
Regions Financial Corp
Alabama
$366K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$347K +$347K +5,182 New
M&T Bank
112
M&T Bank
New York
$340K -$20.9K -312 -6%
SC
113
Scotia Capital
Ontario, Canada
$330K +$330K +4,925 New
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$266K -$2.06M -30,663 -89%
CS
115
Comerica Securities
Michigan
$259K +$259K +3,860 New
Creative Planning
116
Creative Planning
Kansas
$252K -$93.4K -1,396 -27%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$236K +$90.2K +1,340 +62%
IP
118
Investment Partners
Ohio
$232K – – –
Brown Advisory
119
Brown Advisory
Maryland
$207K +$207K +3,096 New
RCAG
120
Rehmann Capital Advisory Group
Michigan
$205K +$205K +3,064 New
WCM
121
Wealthcare Capital Management
Virginia
$124K +$124K +1,847 New
ASN
122
Advisory Services Network
Georgia
$102K +$1.74K +26 +2%
PSUF
123
People's United Financial
Connecticut
$90K +$10K +150 +13%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$80K -$33.1K -497 -29%
IPC
125
Independent Portfolio Consultants
Florida
$41K -$72.6K -1,080 -64%
3 4
5
6 7