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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

197 hedge funds and large institutions have $1.49B invested in First Trust Health Care AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
32
Increased
65
Reduced
67
Closed
23
Calls
$298K
Puts
$43.3M
Net Calls
-$43M
Net Calls Change
-$2.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Wells Fargo
Wells Fargo
California
+$9.96M
3
FI
FormulaFolio Investments
Michigan
+$7.73M
4
GA
Gateway Advisory
New Jersey
+$7.65M
5
Bank of America
Bank of America
North Carolina
+$5.88M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$61.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$34.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.8M
4
TRCT
Tower Research Capital (TRC)
New York
-$7.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
101
Royal Fund Management
Florida
$597K -$278K -3,637 -32%
SG
102
StoneX Group
New York
$592K -$4.51K -59 -0.8%
SWP
103
Stratos Wealth Partners
Ohio
$568K -$39.5K -517 -7%
Millennium Management
104
Millennium Management
New York
$568K +$568K +7,428 New
VFA
105
Voya Financial Advisors
Connecticut
$539K -$177K -2,334 -25%
RFWA
106
RPg Family Wealth Advisory
Massachusetts
$501K +$489K +6,399 +3,902%
HCIA
107
Hochman Cole Investment Advisors
Illinois
$499K +$137K +1,788 +38%
SWM
108
SeaCrest Wealth Management
New York
$487K +$27.9K +366 +6%
CFGS
109
Concourse Financial Group Securities
Alabama
$473K +$100K +1,314 +27%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$449K +$449K +5,875 New
TRCT
111
Tower Research Capital (TRC)
New York
$415K -$7.08M -92,668 -94%
JIP
112
Jaffetilchin Investment Partners
Florida
$394K +$394K +5,162 New
KA
113
Kovack Advisors
Florida
$369K +$28K +366 +8%
CWM
114
Cornerstone Wealth Management
Missouri
$369K +$369K +1,506 New
CA
115
Claro Advisors
Massachusetts
$361K +$349K +4,570 +2,929%
DLHL
116
Donald L. Hagan LLC
Florida
$348K -$124K -1,630 -26%
DWM
117
Doyle Wealth Management
Florida
$335K – – –
ATPW
118
Ashton Thomas Private Wealth
Arizona
$333K +$333K +4,361 New
NFC
119
Northeast Financial Consultants
Connecticut
$325K +$325K +4,254 New
Creative Planning
120
Creative Planning
Kansas
$318K -$36.6K -480 -10%
BA
121
Ballew Advisors
Mississippi
$315K +$5.45K +72 +2%
CCA
122
Clearwater Capital Advisors
Illinois
$313K -$27.5K -360 -8%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$296K -$34.6M -295,874 -99%
RCG
124
Ruggie Capital Group
Florida
$282K -$2.21M -28,919 -89%
OIA
125
Optimum Investment Advisors
Illinois
$280K – – –
3 4
5
6 7