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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

148 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
37
Reduced
56
Closed
13
Calls
–
Puts
$527K
Net Calls
-$527K
Net Calls Change
+$208K

Top Buyers

1
NA
Navellier & Associates
Nevada
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$5.03M
3
LPL Financial
LPL Financial
California
+$4.07M
4
Jane Street
Jane Street
New York
+$3.85M
5
RJA
Raymond James & Associates
Florida
+$3.46M

Top Sellers

1
BA
BKS Advisors
Michigan
-$4.14M
2
SG Americas Securities
SG Americas Securities
New York
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.89M
5
FAAS
First Allied Advisory Services
California
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
Optimum Investment Advisors
Illinois
$152K – – –
CF
102
Centaurus Financial
California
$151K -$183K -2,469 -55%
BRC
103
Bell Rock Capital
Delaware
$140K -$16.8K -229 -11%
WEC
104
Winslow Evans & Crocker
Massachusetts
$138K – – –
JCM
105
Jacobi Capital Management
Pennsylvania
$132K – – –
US Bancorp
106
US Bancorp
Minnesota
$117K +$10.2K +137 +10%
VFA
107
Valeo Financial Advisors
Indiana
$109K – – –
SEI Investments
108
SEI Investments
Pennsylvania
$84K +$24.4K +328 +41%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$74K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$66K -$14.7K -200 -18%
ASN
111
Advisory Services Network
Georgia
$63K -$8.91K -115 -12%
AIM
112
Advantage Investment Management
Iowa
$56K – – –
QCIG
113
Quad-Cities Investment Group
Iowa
$52K +$52K +690 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52K – – –
WIM
115
Westside Investment Management
California
$46.1K – – –
BCP
116
Blackhawk Capital Partners
Wisconsin
$46K – – –
PCM
117
Prelude Capital Management
New York
$46K +$17.4K +234 +61%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$45K -$43.1K -587 -49%
SMFS
119
Squar Milner Financial Services
California
$42K +$42K +569 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$42K +$42K +578 New
SIM
121
Sonora Investment Management
Arizona
$40K – – –
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K -$17.2K -234 -31%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$38K – – –
AA
124
Advisory Alpha
Michigan
$32K -$35.3K -454 -52%
MWM
125
MinichMacGregor Wealth Management
New York
$29K – – –
3 4
5
6 7