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First Trust Health Care AlphaDEX Fund

197 hedge funds and large institutions have $1.49B invested in First Trust Health Care AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
32
Increased
65
Reduced
67
Closed
23
Calls
$298K
Puts
$43.3M
Net Calls
-$43M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
126
Leavell Investment Management
Alabama
$279K
MWM
127
Mission Wealth Management
California
$274K +$274K +3,590 New
APC
128
Aspire Private Capital
North Carolina
$268K -$24.1K -315 -8%
DAS
129
Dynamic Advisor Solutions
Arizona
$257K -$19.7K -258 -7%
HPC
130
Hobart Private Capital
North Carolina
$257K
William Blair & Company
131
William Blair & Company
Illinois
$253K
TA
132
TFG Advisers
Michigan
$250K -$6.63K -87 -3%
WA
133
WESPAC Advisors
California
$248K -$1.44M -18,826 -85%
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$242K
VC
135
Vicus Capital
Pennsylvania
$239K +$239K +3,124 New
Barclays
136
Barclays
United Kingdom
$237K +$237K +3,100 New
CIBC World Market
137
CIBC World Market
Ontario, Canada
$234K -$2.98K -39 -1%
CFD
138
Creative Financial Designs
Indiana
$226K
CBFP
139
Cedar Brook Financial Partners
Ohio
$218K +$218K +2,857 New
SS
140
Simplicity Solutions
Minnesota
$214K -$41.8K -547 -16%
CFA
141
Cahill Financial Advisors
Minnesota
$211K +$211K +2,750 New
AIM
142
Axiom Investment Management
New York
$201K +$201K +2,650 New
RIA
143
Realta Investment Advisors
Delaware
$174K +$174K +2,263 New
JCM
144
Jacobi Capital Management
Pennsylvania
$162K +$26.7K +350 +20%
BRC
145
Bell Rock Capital
Delaware
$162K +$32.3K +421 +25%
TFA
146
Transamerica Financial Advisors
Florida
$134K -$3.46M -45,158 -96%
WEC
147
Winslow Evans & Crocker
Massachusetts
$110K
VFA
148
Valeo Financial Advisors
Indiana
$106K
BHWM
149
Bay Harbor Wealth Management
Maryland
$105K +$7.09K +93 +7%
GRP
150
Global Retirement Partners
California
$104K -$3.51K -46 -3%