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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$377K +$19.5K +263 +5%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$367K -$3.68M -49,760 -91%
CFGS
103
Concourse Financial Group Securities
Alabama
$345K -$2.52K -34 -0.7%
CWA
104
Capital Wealth Alliance
Arizona
$336K +$246K +3,328 +275%
DWM
105
Doyle Wealth Management
Florida
$335K – – –
BA
106
Ballew Advisors
Mississippi
$320K -$2.36K -32 -0.7%
NFC
107
Northeast Financial Consultants
Connecticut
$314K – – –
1W
108
1776 Wealth
Georgia
$299K +$144K +1,822 +93%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
William Blair & Company
110
William Blair & Company
Illinois
$282K -$20K -270 -7%
HPC
111
Hobart Private Capital
North Carolina
$280K +$280K +3,785 New
Creative Planning
112
Creative Planning
Kansas
$277K – – –
JWS
113
Juncture Wealth Strategies
Arizona
$276K +$18.8K +255 +7%
MOS
114
MGO One Seven
Ohio
$275K +$275K +3,728 New
LIM
115
Leavell Investment Management
Alabama
$270K – – –
SFS
116
Sowell Financial Services
Arkansas
$267K -$545K -7,365 -67%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$240K – – –
CBFP
118
Cedar Brook Financial Partners
Ohio
$235K +$5.92K +80 +3%
IAA
119
Independent Advisor Alliance
North Carolina
$233K -$1.76M -23,854 -88%
CCFM
120
Clear Creek Financial Management
Washington
$226K -$4.2K -50 -2%
KA
121
Kovack Advisors
Florida
$226K +$226K +3,051 New
CF
122
Centaurus Financial
California
$206K +$206K +2,790 New
TI
123
Trexquant Investment
Connecticut
$202K +$202K +2,725 New
VFA
124
Voya Financial Advisors
Connecticut
$201K – – –
CFD
125
Creative Financial Designs
Indiana
$188K – – –
3 4
5
6 7