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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

191 hedge funds and large institutions have $1.41B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
61
Increased
79
Reduced
23
Closed
26
Calls
$1.06M
Puts
$41.5M
Net Calls
-$40.4M
Net Calls Change
-$32.2M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$516M
2
Wells Fargo
Wells Fargo
California
+$56.9M
3
Morgan Stanley
Morgan Stanley
New York
+$41.3M
4
Bank of America
Bank of America
North Carolina
+$23.8M
5
AIM
Astor Investment Management
Illinois
+$21.8M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$27.4M
2
SAM
Shamrock Asset Management
Texas
-$5.22M
3
VCM
Virtue Capital Management
Tennessee
-$3.59M
4
SWM
Segment Wealth Management
Texas
-$3.04M
5
BA
BKS Advisors
Michigan
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
101
First Hawaiian Bank
Hawaii
$551K – – –
SWP
102
Stratos Wealth Partners
Ohio
$548K -$28.2K -409 -5%
SG
103
StoneX Group
New York
$537K +$537K +7,804 New
BPA
104
Beacon Pointe Advisors
California
$536K +$536K +7,796 New
SCA
105
Snowden Capital Advisors
New York
$532K +$532K +7,729 New
MA
106
Mutual Advisors
Nebraska
$519K +$15.9K +231 +3%
WF
107
WealthTrust Fairport
Ohio
$511K +$511K +7,420 New
RPG
108
Risk Paradigm Group
Texas
$479K -$35.7K -519 -7%
KWM
109
Kingsview Wealth Management
Oregon
$479K +$479K +6,958 New
DLHL
110
Donald L. Hagan LLC
Florida
$426K +$101K +1,463 +31%
SWM
111
SeaCrest Wealth Management
New York
$414K – – –
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$383K -$199K -2,888 -34%
CFGS
113
Concourse Financial Group Securities
Alabama
$336K +$197K +2,866 +142%
HCIA
114
Hochman Cole Investment Advisors
Illinois
$327K +$52.4K +761 +19%
OWA
115
Outlook Wealth Advisors
Texas
$323K +$323K +469 New
Creative Planning
116
Creative Planning
Kansas
$320K +$5.24K +76 +2%
ACM
117
AlphaStar Capital Management
North Carolina
$320K +$19.3K +281 +6%
FFS
118
Founders Financial Securities
Maryland
$313K +$313K +4,551 New
DWM
119
Doyle Wealth Management
Florida
$312K – – –
CCA
120
Clearwater Capital Advisors
Illinois
$307K -$6.88K -100 -2%
KA
121
Kovack Advisors
Florida
$307K +$307K +4,460 New
HI
122
Horizon Investments
North Carolina
$306K +$306K +4,441 New
BA
123
Ballew Advisors
Mississippi
$304K – – –
DAS
124
Dynamic Advisor Solutions
Arizona
$267K – – –
APC
125
Aspire Private Capital
North Carolina
$263K +$263K +3,825 New
3 4
5
6 7