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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

145 hedge funds and large institutions have $2.34B invested in First Trust Health Care AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.05%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.39%
New
19
Increased
56
Reduced
49
Closed
17
Calls
–
Puts
$38.7M
Net Calls
-$38.7M
Net Calls Change
-$38.7M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$811M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.3M
3
ACM
3
Aviance Capital Management
Florida
$11.3M
4
Jane Street
4
Jane Street
New York
$10.9M
5
TFA
5
Transamerica Financial Advisors
Florida
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$240M
4
Morgan Stanley
4
Morgan Stanley
New York
$379M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
101
Veritable
Delaware
$383K – – –
SHA
102
Smith Hayes Advisers
Nebraska
$377K -$159K -2,738 -30%
HI
103
Horizon Investments
North Carolina
$353K -$321K -5,522 -48%
FFS
104
Founders Financial Securities
Maryland
$350K -$324K -5,557 -48%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$348K +$144K +2,463 +70%
FI
106
FormulaFolio Investments
Michigan
$339K -$455K -7,817 -57%
TSS
107
Two Sigma Securities
New York
$336K +$336K +5,770 New
ICRM
108
Insight Capital Research & Management
California
$323K – – –
RFC
109
Regions Financial Corp
Alabama
$322K -$20.4K -351 -6%
ICOA
110
Investment Centers of America
North Dakota
$317K +$66.3K +1,140 +26%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$301K +$301K +5,175 New
BW
112
Bison Wealth
Georgia
$288K +$288K +4,956 New
ICAS
113
Investors Capital Advisory Services
Massachusetts
$274K +$45.3K +780 +20%
BF
114
BOK Financial
Oklahoma
$268K – – –
SWP
115
Stratos Wealth Partners
Ohio
$264K -$72.9K -1,252 -22%
Creative Planning
116
Creative Planning
Kansas
$255K +$255K +4,390 New
FIM
117
Freedom Investment Management
Connecticut
$215K -$127K -3,474 -37%
ACM
118
Argentus Capital Management
Texas
$213K -$420K -7,222 -66%
FHC
119
First Heartland Consultants
Missouri
$210K -$178K -3,057 -46%
AIM
120
Advantage Investment Management
Iowa
$142K +$121K +2,075 +576%
Bessemer Group
121
Bessemer Group
New Jersey
$93K +$93K +1,600 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$90K -$74K -1,267 -45%
PSUF
123
People's United Financial
Connecticut
$79K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$70K – – –
IPC
125
Independent Portfolio Consultants
Florida
$37K +$1.18K +20 +3%
3 4
5
6 7