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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $607M invested in First Trust Health Care AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
45
Increased
43
Reduced
76
Closed
14
Calls
$1.18M
Puts
$22.7M
Net Calls
-$21.5M
Net Calls Change
-$3.68M

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$15.5M
2
NA
Navellier & Associates
Nevada
+$12.5M
3
Goldman Sachs
Goldman Sachs
New York
+$4.23M
4
FEG
Financial Enhancement Group
Indiana
+$3.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.44M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.6M
2
FI
FormulaFolio Investments
Michigan
-$9.46M
3
Wells Fargo
Wells Fargo
California
-$8.71M
4
LPL Financial
LPL Financial
California
-$6.3M
5
Morgan Stanley
Morgan Stanley
New York
-$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
101
RPg Family Wealth Advisory
Massachusetts
$470K -$49.5K -588 -10%
SWP
102
Stratos Wealth Partners
Ohio
$462K -$53.6K -636 -10%
RFM
103
Royal Fund Management
Florida
$451K +$446K +5,303 +8,553%
GTAM
104
Global Trust Asset Management
Florida
$446K +$446K +5,300 New
PSF
105
Pacific Sun Financial
California
$436K +$1.68K +20 +0.4%
FFN
106
Focus Financial Network
Minnesota
$407K +$407K +4,834 New
CFGS
107
Concourse Financial Group Securities
Alabama
$396K +$67.7K +803 +21%
DWM
108
Doyle Wealth Management
Florida
$382K – – –
BA
109
Ballew Advisors
Mississippi
$373K – – –
NFC
110
Northeast Financial Consultants
Connecticut
$358K – – –
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$354K +$354K +4,200 New
LNC
112
Lincoln National Corp
Pennsylvania
$349K -$7.23K -86 -2%
William Blair & Company
113
William Blair & Company
Illinois
$343K – – –
HIS
114
Harvest Investment Services
Illinois
$331K +$331K +3,938 New
Creative Planning
115
Creative Planning
Kansas
$315K +$19.3K +229 +7%
FTS
116
Fifth Third Securities
Ohio
$309K +$309K +3,664 New
LIM
117
Leavell Investment Management
Alabama
$307K – – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
JWS
119
Juncture Wealth Strategies
Arizona
$293K -$12.1K -144 -4%
ACM
120
AlphaStar Capital Management
North Carolina
$288K -$472K -5,596 -62%
SG
121
StoneX Group
New York
$275K +$275K +3,262 New
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$273K – – –
CBFP
123
Cedar Brook Financial Partners
Ohio
$261K +$15K +178 +6%
DBRC
124
D.B. Root & Company
Pennsylvania
$249K +$249K +2,967 New
CCA
125
Clearwater Capital Advisors
Illinois
$237K -$71.7K -850 -23%
3 4
5
6 7