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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

150 hedge funds and large institutions have $2.5B invested in First Trust Health Care AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
19
Increased
58
Reduced
57
Closed
13
Calls
$7.99M
Puts
$6.28M
Net Calls
+$1.71M
Net Calls Change
+$40.4M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$931M
2
LPL Financial
LPL Financial
California
$107M
3
Goldman Sachs
Goldman Sachs
New York
$28.5M
4
Wells Fargo
Wells Fargo
California
$258M
5
RJA
Raymond James & Associates
Florida
$59.7M

Top Sellers

1
HA
Hays Advisory
Tennessee
$618K
2
SAM
Shamrock Asset Management
Texas
$0
3
UBS Group
UBS Group
Switzerland
$92.6M
4
Jane Street
Jane Street
New York
$0
5
UCFA
United Capital Financial Advisors
Texas
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
126
Bessemer Group
New Jersey
$97K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$74K +$1.63K +27 +2%
PSUF
128
People's United Financial
Connecticut
$63K -$18K -300 -22%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$46K +762 New
PFBT
130
Parkside Financial Bank & Trust
Missouri
$43K +$43K +715 New
FHA
131
First Horizon Advisors
Tennessee
$36K -$5.58M -94,889 -99%
MFW
132
Mosaic Family Wealth
Missouri
$30K +$30K +512 New
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$7.23K +120 +37%
GBBWRPM
134
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K +$24K +404 New
ASN
135
Advisory Services Network
Georgia
$23K +$6.9K +114 +43%
TIM
136
Tortoise Investment Management
New York
$21K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$18K -$6.22K -103 -26%
BWA
138
Burt Wealth Advisors
Maryland
$18K – – –
CFA
139
Carroll Financial Associates
North Carolina
$17K – – –
RAM
140
Riggs Asset Management
Pennsylvania
$14K -$2.43K -39 -15%
LWA
141
Lowe Wealth Advisors
Maryland
$14K – – –
MA
142
MCF Advisors
Kentucky
$11K +$11K +180 New
WRM
143
Westport Resources Management
Connecticut
$6K – – –
CAL
144
Capital Analysts LLC
Pennsylvania
$5.62K – – –
AIA
145
Allegis Investment Advisors
Idaho
$5K +$5K +88 New
JFA
146
JNBA Financial Advisors
Minnesota
$4K – – –
LWM
147
LBA Wealth Management
Florida
$3K +$3K +56 New
HR
148
Howe & Rusling
New York
$2K – – –
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21 -$3 -47 -12%
SAM
150
Shamrock Asset Management
Texas
– -$21.1M -361,954 Closed
3 4 5
6
7