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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

146 hedge funds and large institutions have $2.83B invested in First Trust Health Care AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
17
Increased
67
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$798M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$185M
3
PPA
3
Parametric Portfolio Associates
Washington
$29.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$461M
5
RJA
5
Raymond James & Associates
Florida
$56.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$798K
2
BUB
2
BBVA USA Bancshares
Texas
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.7M
4
SAM
4
Shamrock Asset Management
Texas
$24.4M
5
ACM
5
Aviance Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
101
Veritable
Delaware
$453K – – –
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$420K +$147K +2,130 +54%
M&T Bank
103
M&T Bank
New York
$412K +$62.2K +903 +18%
RFC
104
Regions Financial Corp
Alabama
$405K +$29K +421 +8%
SWP
105
Stratos Wealth Partners
Ohio
$398K -$16.7K -243 -4%
ICRM
106
Insight Capital Research & Management
California
$382K – – –
Millennium Management
107
Millennium Management
New York
$349K +$349K +5,067 New
AWA
108
Arete Wealth Advisors
Illinois
$335K -$440K -6,388 -57%
BF
109
BOK Financial
Oklahoma
$317K +$317K +4,607 New
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$302K +$302K +4,389 New
ICOA
111
Investment Centers of America
North Dakota
$298K -$409K -5,920 -58%
ICAS
112
Investors Capital Advisory Services
Massachusetts
$270K +$270K +3,936 New
RCAG
113
Rehmann Capital Advisory Group
Michigan
$242K +$30.7K +445 +15%
IP
114
Investment Partners
Ohio
$235K – – –
Brown Advisory
115
Brown Advisory
Maryland
$213K – – –
CFA
116
Cahill Financial Advisors
Minnesota
$207K +$207K +2,998 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$193K -$48.1K -700 -20%
PSUF
118
People's United Financial
Connecticut
$93K – – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$83K – – –
CTC
120
Central Trust Company
Missouri
$50K +$50K +733 New
WP
121
WealthPLAN Partners
Nebraska
$43K -$1.96M -28,188 -98%
IPC
122
Independent Portfolio Consultants
Florida
$42K – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$34K +$20.5K +298 +152%
PFP
124
Pinnacle Financial Partners
Tennessee
$31K – – –
AIM
125
Advantage Investment Management
Iowa
$25K -$418K -6,013 -94%
3 4
5
6 7