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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

171 hedge funds and large institutions have $535M invested in First Trust Health Care AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
76
Closed
19
Calls
$718K
Puts
$18.5M
Net Calls
-$17.8M
Net Calls Change
-$2.58M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
DADC
D.A. Davidson & Co
Montana
+$716K
4
AAS
Avantax Advisory Services
Texas
+$621K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$589K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$19.1M
2
Wells Fargo
Wells Fargo
California
-$8.24M
3
Goldman Sachs
Goldman Sachs
New York
-$8.2M
4
RJA
Raymond James & Associates
Florida
-$6.26M
5
Bank of America
Bank of America
North Carolina
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$74K – – –
QCIG
127
Quad-Cities Investment Group
Iowa
$70K – – –
AIM
128
Axiom Investment Management
New York
$56K -$89.6K -1,200 -62%
AIM
129
Advantage Investment Management
Iowa
$56K – – –
US Bancorp
130
US Bancorp
Minnesota
$53K +$12.7K +170 +31%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.8K – – –
CFA
132
Carroll Financial Associates
North Carolina
$51K – – –
PMFA
133
Plante Moran Financial Advisors
Michigan
$48K – – –
GWMIA
134
Global Wealth Management Investment Advisory
Florida
$47K +$36.9K +499 +364%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$14.5K +195 +55%
SIM
136
Sonora Investment Management
Arizona
$40K – – –
SL
137
Salomon & Ludwin
Virginia
$37K – – –
JPLA
138
Joseph P. Lucia & Associates
New York
$37K – – –
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$36K -$7.5K -100 -17%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$30K -$15.7K -215 -34%
NC
141
NewSquare Capital
Pennsylvania
$30K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$27K -$28.6K -400 -51%
HNB
143
Huntington National Bank
Ohio
$26K -$28K – –
TIM
144
Tortoise Investment Management
New York
$25K – – –
TC
145
Trust Company
Kansas
$24K +$24K +319 New
BWA
146
Burt Wealth Advisors
Maryland
$23K – – –
TCOV
147
Trust Company of Vermont
Vermont
$23K – – –
AF
148
Advisornet Financial
Minnesota
$22K – – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$20K +$4.66K +62 +30%
ADL
150
Asset Dedication LLC
California
$19K – – –
4 5
6
7 8