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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

147 hedge funds and large institutions have $422M invested in First Trust Health Care AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
45
Reduced
50
Closed
15
Calls
–
Puts
$735K
Net Calls
-$735K
Net Calls Change
+$7M

Top Buyers

1
SAM
Shamrock Asset Management
Texas
+$4.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.89M
3
Goldman Sachs
Goldman Sachs
New York
+$2.58M
4
FAAS
First Allied Advisory Services
California
+$2.2M
5
SWM
Segment Wealth Management
Texas
+$2.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$13.4M
2
UBS Group
UBS Group
Switzerland
-$12.8M
3
Morgan Stanley
Morgan Stanley
New York
-$10.7M
4
Wells Fargo
Wells Fargo
California
-$8.12M
5
FEG
Financial Enhancement Group
Indiana
-$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
126
Gryphon Financial Partners
Ohio
$21K – – –
BWA
127
Burt Wealth Advisors
Maryland
$21K – – –
GRP
128
Global Retirement Partners
California
$21K +$9.76K +139 +87%
CFA
129
Carroll Financial Associates
North Carolina
$20K -$6.9K -100 -26%
ADL
130
Asset Dedication LLC
California
$17K +$17K +250 New
RAM
131
Riggs Asset Management
Pennsylvania
$16K – – –
RFM
132
Royal Fund Management
Florida
$15K – – –
FCFS
133
First Command Financial Services
Texas
$15K – – –
APP
134
Avantax Planning Partners
Iowa
$15K +$15K +223 New
FCB
135
First Command Bank
Texas
$14.8K – – –
MA
136
MCF Advisors
Kentucky
$12K – – –
OGC
137
Oak Grove Capital
New Hampshire
$12K +$12K +180 New
LWA
138
Lowe Wealth Advisors
Maryland
$11K -$4.78K -70 -30%
HFP
139
Holistic Financial Partners
Indiana
$8K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$7K -$10.2K -158 -59%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$7K – – –
FEG
142
Financial Enhancement Group
Indiana
$5K -$5.95M -88,049 -100%
TFA
143
Transamerica Financial Advisors
Florida
$5K -$1.97K -26 -28%
JFA
144
JNBA Financial Advisors
Minnesota
$4K – – –
FGAM
145
Financial Gravity Asset Management
Texas
$3K +$3K +47 New
FGC
146
Financial Gravity Companies
Texas
$3K +$3K +47 New
S
147
SignatureFD
Georgia
$2K +$2K +32 New
IH
148
IFC Holdings
Florida
– -$2.4M -34,230 Closed
SCP
149
Syntal Capital Partners
Texas
– -$1.25M -17,935 Closed
HH
150
Hilltop Holdings
Texas
– -$1.19M -16,983 Closed
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