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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

148 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
37
Reduced
56
Closed
13
Calls
–
Puts
$527K
Net Calls
-$527K
Net Calls Change
+$208K

Top Buyers

1
NA
Navellier & Associates
Nevada
+$23.4M
2
Wells Fargo
Wells Fargo
California
+$5.03M
3
LPL Financial
LPL Financial
California
+$4.07M
4
Jane Street
Jane Street
New York
+$3.85M
5
RJA
Raymond James & Associates
Florida
+$3.46M

Top Sellers

1
BA
BKS Advisors
Michigan
-$4.14M
2
SG Americas Securities
SG Americas Securities
New York
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.89M
5
FAAS
First Allied Advisory Services
California
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$26K -$46K – –
CWA
127
Clarus Wealth Advisors
Arizona
$26K +$26K +373 New
TIM
128
Tortoise Investment Management
New York
$25K – – –
GFP
129
Gryphon Financial Partners
Ohio
$23K – – –
BWA
130
Burt Wealth Advisors
Maryland
$23K – – –
GRP
131
Global Retirement Partners
California
$23K +$672 +9 +3%
CFA
132
Carroll Financial Associates
North Carolina
$21K – – –
ADL
133
Asset Dedication LLC
California
$19K – – –
PMFA
134
Plante Moran Financial Advisors
Michigan
$19K +$19K +255 New
FCB
135
First Command Bank
Texas
$16K – – –
FCFS
136
First Command Financial Services
Texas
$16K – – –
RFM
137
Royal Fund Management
Florida
$16K – – –
SFM
138
Signet Financial Management
New Jersey
$14K -$24.8K -326 -64%
MA
139
MCF Advisors
Kentucky
$13K – – –
LWA
140
Lowe Wealth Advisors
Maryland
$12K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$8K – – –
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$7K – – –
JFA
143
JNBA Financial Advisors
Minnesota
$5K – – –
FGAM
144
Financial Gravity Asset Management
Texas
$4K – – –
TFA
145
Transamerica Financial Advisors
Florida
$3K -$2.66K -31 -47%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$2.67K +$2.67K +36 New
S
147
SignatureFD
Georgia
$2K – – –
FHA
148
First Horizon Advisors
Tennessee
$2K +$2K +31 New
BA
149
BKS Advisors
Michigan
– -$4.14M -59,672 Closed
JIP
150
Jaffetilchin Investment Partners
Florida
– -$818K -11,792 Closed
3 4 5
6
7