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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

145 hedge funds and large institutions have $2.34B invested in First Trust Health Care AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.05%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.39%
New
19
Increased
56
Reduced
49
Closed
17
Calls
–
Puts
$38.7M
Net Calls
-$38.7M
Net Calls Change
-$38.7M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$811M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.3M
3
ACM
3
Aviance Capital Management
Florida
$11.3M
4
Jane Street
4
Jane Street
New York
$10.9M
5
TFA
5
Transamerica Financial Advisors
Florida
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$240M
4
Morgan Stanley
4
Morgan Stanley
New York
$379M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
$32K +$32K +561 New
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$23K -$5.33K -93 -19%
TIM
128
Tortoise Investment Management
New York
$20K – – –
JFGIW
129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
CFSG
130
Community Financial Services Group
Vermont
$18K – – –
GWM
131
Gupta Wealth Management
California
$17K – – –
BWA
132
Burt Wealth Advisors
Maryland
$17K – – –
CFA
133
Carroll Financial Associates
North Carolina
$17K +$17K +290 New
RAM
134
Riggs Asset Management
Pennsylvania
$15K – – –
ASN
135
Advisory Services Network
Georgia
$15K +$1.47K +26 +11%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +262 New
LWA
137
Lowe Wealth Advisors
Maryland
$13K – – –
MA
138
MUFG Americas
New York
$10K +$10K +174 New
WRM
139
Westport Resources Management
Connecticut
$6K – – –
CAL
140
Capital Analysts LLC
Pennsylvania
$5.41K – – –
BWFA
141
Baltimore-Washington Financial Advisors
Maryland
$5K – – –
JFA
142
JNBA Financial Advisors
Minnesota
$4K – – –
HR
143
Howe & Rusling
New York
$2K – – –
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23 – – –
PPA
145
Parametric Portfolio Associates
Washington
– -$29.2M -424,138 Closed
WA
146
WESPAC Advisors
California
– -$3.93M -57,028 Closed
NA
147
Navellier & Associates
Nevada
– -$2.84M -41,211 Closed
RPG
148
Risk Paradigm Group
Texas
– -$916K -13,299 Closed
AI
149
Atria Investments
North Carolina
– -$733K -10,641 Closed
CS
150
Comerica Securities
Michigan
– -$527K -7,654 Closed
3 4 5
6
7