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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $515M invested in First Trust Health Care AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
48
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$23M
3
UBS Group
3
UBS Group
Switzerland
$44.4M
4
SAM
4
Shamrock Asset Management
Texas
$5.55M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.79M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$2.96M
2
Wells Fargo
2
Wells Fargo
California
$55.7M
3
CS
3
Credit Suisse
Switzerland
$262K
4
Citigroup
4
Citigroup
New York
$5.56M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Advantage Investment Management
Iowa
$51K 760 – –
HNB
102
Huntington National Bank
Ohio
– – – –
WIM
103
Westside Investment Management
California
$41.2K 618 +300 +94%
CFA
104
Carroll Financial Associates
North Carolina
$36K 540 – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$36K 537 +104 +24%
SPIA
106
Steward Partners Investment Advisory
New York
$33K 505 +194 +62%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$32K 478 – –
MWM
108
MinichMacGregor Wealth Management
New York
$26K 400 – –
GRP
109
Global Retirement Partners
California
$26K 395 +140 +55%
KF
110
Krilogy Financial
Missouri
$25K 370 – –
MCIA
111
Mountain Capital Investment Advisors
Colorado
$25K 377 +377 New
TIM
112
Tortoise Investment Management
New York
$23K 342 – –
BWA
113
Burt Wealth Advisors
Maryland
$20K 307 – –
OIA
114
OneDigital Investment Advisors
Kansas
$20K 300 +300 New
RAM
115
Riggs Asset Management
Pennsylvania
$15K 225 – –
LWA
116
Lowe Wealth Advisors
Maryland
$15K 231 – –
FCFS
117
First Command Financial Services
Texas
$14K 213 – –
RFM
118
Royal Fund Management
Florida
$14K 223 – –
FCB
119
First Command Bank
Texas
$14K 213 – –
BTIS
120
BB&T Investment Services
North Carolina
$13K 200 – –
PCM
121
Prelude Capital Management
New York
$13K 193 +193 New
MA
122
MCF Advisors
Kentucky
$12K 180 – –
TFA
123
Transamerica Financial Advisors
Florida
$11K 165 +10 +6%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$9K 140 – –
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
– – – –
2 3 4
5
6