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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

146 hedge funds and large institutions have $2.83B invested in First Trust Health Care AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
17
Increased
67
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$798M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$185M
3
PPA
3
Parametric Portfolio Associates
Washington
$29.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$461M
5
RJA
5
Raymond James & Associates
Florida
$56.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$798K
2
BUB
2
BBVA USA Bancshares
Texas
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.7M
4
SAM
4
Shamrock Asset Management
Texas
$24.4M
5
ACM
5
Aviance Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$24K – – –
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K – – –
CFSG
128
Community Financial Services Group
Vermont
$21K – – –
BWA
129
Burt Wealth Advisors
Maryland
$21K – – –
W
130
Wealthfront
California
$21K +$18.3K +268 +687%
GWM
131
Gupta Wealth Management
California
$20K +$20K +285 New
RAM
132
Riggs Asset Management
Pennsylvania
$18K +$2.66K +39 +17%
ASN
133
Advisory Services Network
Georgia
$17K -$90.9K -1,283 -84%
LWA
134
Lowe Wealth Advisors
Maryland
$16K – – –
WCM
135
Wealthcare Capital Management
Virginia
$14K -$111K -1,640 -89%
NMIS
136
Northwestern Mutual Investment Services
Wisconsin
$14K +$14K +208 New
BCMIO
137
Beacon Capital Management Inc (Ohio)
Ohio
$8K +$8K +112 New
WRM
138
Westport Resources Management
Connecticut
$7K +$7K +100 New
CAL
139
Capital Analysts LLC
Pennsylvania
$6.4K -$344 -5 -5%
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$6K – – –
BCM
141
Brookstone Capital Management
Illinois
$5K +$5K +71 New
JFA
142
JNBA Financial Advisors
Minnesota
$4K – – –
HR
143
Howe & Rusling
New York
$2K – – –
FHC
144
First Heartland Consultants
Missouri
$459 -$184 -2,670 -29%
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27 +$6 +90 +29%
BUB
146
BBVA USA Bancshares
Texas
– -$27.1M -403,999 Closed
ACM
147
Aviance Capital Management
Florida
– -$4.14M -61,732 Closed
HH
148
Hilltop Holdings
Texas
– -$1.14M -16,983 Closed
VF
149
Virtu Financial
New York
– -$775K -11,570 Closed
FA
150
FDx Advisors
Illinois
– -$598K -8,900 Closed
3 4 5
6
7