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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

143 hedge funds and large institutions have $2.39B invested in First Trust Health Care AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
3.81%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
29
Increased
65
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$558M
2
BTS
BB&T Securities
Virginia
$77.3M
3
Morgan Stanley
Morgan Stanley
New York
$425M
4
Wells Fargo
Wells Fargo
California
$292M
5
HI
Horizon Investments
North Carolina
$36.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$204M
2
AAM
Aberdeen Asset Management
United Kingdom
$0
3
Citigroup
Citigroup
New York
$3.75M
4
AGA
Accuvest Global Advisors
Utah
$0
5
PHS
Pekin Hardy Strauss
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
126
Pinnacle Financial Partners
Tennessee
$30K +$30K +450 New
TIM
127
Tortoise Investment Management
New York
$23K – – –
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$22K +328 New
BWA
129
Burt Wealth Advisors
Maryland
$21K – – –
CFSG
130
Community Financial Services Group
Vermont
$20K – – –
LWA
131
Lowe Wealth Advisors
Maryland
$15K – – –
RAM
132
Riggs Asset Management
Pennsylvania
$15K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$13K -$12.8K -193 -50%
JIC
134
Joel Isaacson & Co
New York
$10K +$10K +150 New
BWFA
135
Baltimore-Washington Financial Advisors
Maryland
$7K – – –
CAL
136
Capital Analysts LLC
Pennsylvania
$6.57K +$6.57K +98 New
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$5.43K +$5.43K +81 New
JFA
138
JNBA Financial Advisors
Minnesota
$4K – – –
W
139
Wealthfront
California
$3K +$3K +39 New
HR
140
Howe & Rusling
New York
$2K – – –
VC
141
Vicus Capital
Pennsylvania
$1.01K +$1.01K +15,014 New
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21 +$21 +309 New
AAM
143
Aberdeen Asset Management
United Kingdom
– -$8.71M -144,453 Closed
AGA
144
Accuvest Global Advisors
Utah
– -$3.51M -58,190 Closed
PHS
145
Pekin Hardy Strauss
Illinois
– -$3.21M -53,208 Closed
Deutsche Bank
146
Deutsche Bank
Germany
– -$2.12M -35,119 Closed
RA
147
RFG Advisory
Alabama
– -$1.19M -19,748 Closed
BCM
148
Barometer Capital Management
Ontario, Canada
– -$1.1M -18,300 Closed
Millennium Management
149
Millennium Management
New York
– -$793K -13,149 Closed
WI
150
WBI Investments
New Jersey
– -$338K -5,602 Closed
3 4 5
6
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