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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

171 hedge funds and large institutions have $535M invested in First Trust Health Care AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
76
Closed
19
Calls
$718K
Puts
$18.5M
Net Calls
-$17.8M
Net Calls Change
-$2.58M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
DADC
D.A. Davidson & Co
Montana
+$716K
4
AAS
Avantax Advisory Services
Texas
+$621K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$589K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$19.1M
2
Wells Fargo
Wells Fargo
California
-$8.24M
3
Goldman Sachs
Goldman Sachs
New York
-$8.2M
4
RJA
Raymond James & Associates
Florida
-$6.26M
5
Bank of America
Bank of America
North Carolina
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Clearwater Capital Advisors
Illinois
$271K – – –
LIM
102
Leavell Investment Management
Alabama
$270K – – –
JWS
103
Juncture Wealth Strategies
Arizona
$268K -$394K -5,330 -60%
Creative Planning
104
Creative Planning
Kansas
$260K -$48.6K -656 -16%
DAS
105
Dynamic Advisor Solutions
Arizona
$243K -$5.93K -80 -2%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$240K +$7.41K +100 +3%
CFD
107
Creative Financial Designs
Indiana
$239K +$19K +264 +9%
JIP
108
Jaffetilchin Investment Partners
Florida
$233K -$671K -9,050 -74%
VFA
109
Voya Financial Advisors
Connecticut
$233K -$222K -3,034 -49%
Millennium Management
110
Millennium Management
New York
$219K -$40.2K -544 -16%
TA
111
TFG Advisers
Michigan
$216K -$34.6K -469 -14%
CBFP
112
Cedar Brook Financial Partners
Ohio
$216K +$4.59K +62 +2%
OIA
113
Optimum Investment Advisors
Illinois
$213K -$58.2K -785 -21%
VC
114
Vicus Capital
Pennsylvania
$205K – – –
APC
115
Aspire Private Capital
North Carolina
$187K -$7.25K -98 -4%
BAM
116
Belpointe Asset Management
Nevada
$177K -$8.22K -111 -4%
GRP
117
Global Retirement Partners
California
$176K -$48.8K -659 -22%
JCM
118
Jacobi Capital Management
Pennsylvania
$157K – – –
ASN
119
Advisory Services Network
Georgia
$149K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$118K – – –
VFA
121
Valeo Financial Advisors
Indiana
$103K – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$95K +$53.5K +720 +129%
AIC
123
Ameritas Investment Company
Nebraska
$90K +$90K +1,204 New
PCM
124
Prelude Capital Management
New York
$80K – – –
BHWM
125
Bay Harbor Wealth Management
Maryland
$75K – – –
3 4
5
6 7