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First Trust Health Care AlphaDEX Fund

158 hedge funds and large institutions have $671M invested in First Trust Health Care AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
29
Increased
59
Reduced
39
Closed
18
Calls
$297K
Puts
$8.49M
Net Calls
-$8.19M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
126
Advantage Investment Management
Iowa
$65K
MWPCG
127
Measured Wealth Private Client Group
New Hampshire
$65K +$65K +760 New
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.4K
CFA
129
Carroll Financial Associates
North Carolina
$58K +$33.6K +400 +138%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$53K -$22.9K -270 -30%
WIM
131
Westside Investment Management
California
$52.3K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$47K -$4.63K -55 -9%
SIM
133
Sonora Investment Management
Arizona
$46K
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$44K
MWM
135
MinichMacGregor Wealth Management
New York
$33K
CWA
136
Clarus Wealth Advisors
Arizona
$32K
KF
137
Krilogy Financial
Missouri
$31K +$31K +370 New
HNB
138
Huntington National Bank
Ohio
$30K -$26K
TIM
139
Tortoise Investment Management
New York
$29K
GRP
140
Global Retirement Partners
California
$27K +$600 +7 +2%
BWA
141
Burt Wealth Advisors
Maryland
$26K
PMFA
142
Plante Moran Financial Advisors
Michigan
$22K
ADL
143
Asset Dedication LLC
California
$21K
APP
144
Avantax Planning Partners
Iowa
$19K +$19K +223 New
FCB
145
First Command Bank
Texas
$18K
FCFS
146
First Command Financial Services
Texas
$18K
AA
147
Ancora Advisors
Ohio
$17K +$17K +199 New
Deutsche Bank
148
Deutsche Bank
Germany
$15K -$452K -5,390 -97%
MA
149
MCF Advisors
Kentucky
$15K
LWA
150
Lowe Wealth Advisors
Maryland
$14K