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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

143 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+12
Holders Change %
+9.16%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
41
Reduced
46
Closed
18
Calls
$1.34M
Puts
$9.07M
Net Calls
-$7.73M
Net Calls Change
-$4.36M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$9.14M
2
Bank of America
Bank of America
North Carolina
$50.2M
3
CS
Credit Suisse
Switzerland
$2.01M
4
SG Americas Securities
SG Americas Securities
New York
$2.74M
5
SCP
Syntal Capital Partners
Texas
$1.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.54M
2
Wells Fargo
Wells Fargo
California
$56.5M
3
Morgan Stanley
Morgan Stanley
New York
$115M
4
LPL Financial
LPL Financial
California
$18.5M
5
BTS
BB&T Securities
Virginia
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$19K +$11.3K +158 +146%
SAM
127
Shamrock Asset Management
Texas
$18K -$5.47M -77,518 -100%
PCM
128
Prelude Capital Management
New York
$18K +$4.48K +64 +33%
RAM
129
Riggs Asset Management
Pennsylvania
$16K – – –
LWA
130
Lowe Wealth Advisors
Maryland
$16K – – –
FCB
131
First Command Bank
Texas
$15K – – –
RFM
132
Royal Fund Management
Florida
$15K – – –
FCFS
133
First Command Financial Services
Texas
$15K – – –
MA
134
MCF Advisors
Kentucky
$13K – – –
GRP
135
Global Retirement Partners
California
$11K – – –
HFP
136
Holistic Financial Partners
Indiana
$8K +$8K +116 New
TFA
137
Transamerica Financial Advisors
Florida
$7K -$2.05K -27 -23%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$7K +$7K +99 New
CA
139
Calton & Associates
Florida
$7K +$7K +100 New
MFW
140
Mosaic Family Wealth
Missouri
$6K – – –
PCA
141
Providence Capital Advisors
North Carolina
$5K +$5K +75 New
JFA
142
JNBA Financial Advisors
Minnesota
$4K – – –
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$2K -$2K -25 -50%
PFA
144
Pinnacle Family Advisors
Missouri
– -$2.82M -41,790 Closed
WB
145
WesBanco Bank
West Virginia
– -$958K -14,203 Closed
SWM
146
Segment Wealth Management
Texas
– -$571K -8,470 Closed
VF
147
Virtu Financial
New York
– -$549K -8,148 Closed
CI
148
Cavalier Investments
Georgia
– -$304K -4,509 Closed
SI
149
SII Investments
Wisconsin
– -$302K -4,499 Closed
BRF
150
B. Riley Financial
California
– -$290K -4,304 Closed
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