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First Trust Health Care AlphaDEX Fund

199 hedge funds and large institutions have $607M invested in First Trust Health Care AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
45
Increased
43
Reduced
76
Closed
14
Calls
$1.18M
Puts
$22.7M
Net Calls
-$21.5M
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
126
Clear Creek Financial Management
Washington
$237K +$237K +2,742 New
VC
127
Vicus Capital
Pennsylvania
$233K
TA
128
TFG Advisers
Michigan
$228K -$17.4K -207 -7%
VFA
129
Voya Financial Advisors
Connecticut
$227K -$39.8K -475 -15%
SWP
130
Summit Wealth Partners
Florida
$224K +$224K +2,661 New
CFA
131
Cahill Financial Advisors
Minnesota
$215K +$215K +2,544 New
CFD
132
Creative Financial Designs
Indiana
$214K -$65.5K -777 -23%
RIL
133
Rothschild Investment LLC
Illinois
$211K +$211K +2,500 New
9WM
134
9258 Wealth Management
Ohio
$211K +$211K +2,500 New
BAM
135
Belpointe Asset Management
Nevada
$202K +$1.26K +15 +0.6%
AW
136
ACG Wealth
Georgia
$201K -$667K -7,905 -77%
GRP
137
Global Retirement Partners
California
$198K -$2.19K -26 -1%
VCP
138
Verus Capital Partners
Arizona
$188K +$188K +2,235 New
OIA
139
Optimum Investment Advisors
Illinois
$176K -$65.8K -782 -27%
1W
140
1776 Wealth
Georgia
$165K +$165K +1,963 New
TCWM
141
Total Clarity Wealth Management
Illinois
$140K +$140K +1,660 New
WEC
142
Winslow Evans & Crocker
Massachusetts
$126K -$6.23K -74 -5%
APC
143
Aspire Private Capital
North Carolina
$117K -$95.1K -1,134 -45%
VFA
144
Valeo Financial Advisors
Indiana
$117K
HF
145
Halpern Financial
Virginia
$107K +$107K +1,276 New
EWP
146
Engrave Wealth Partners
Texas
$103K +$103K +1,230 New
CWA
147
Capital Wealth Alliance
Arizona
$102K +$102K +1,209 New
PCM
148
Prelude Capital Management
New York
$91K
AIM
149
Axiom Investment Management
New York
$88K +$25.1K +300 +40%
AIC
150
Ameritas Investment Company
Nebraska
$84K -$17K -203 -17%