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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$155K -$23.4K -315 -13%
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$148K -$163K -2,200 -52%
APC
128
Aspire Private Capital
North Carolina
$132K +$28.7K +387 +28%
GRP
129
Global Retirement Partners
California
$131K -$42.9K -580 -25%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$130K +$98.9K +1,335 +318%
TFA
131
Transamerica Financial Advisors
Florida
$111K +$111K +1,494 New
VFA
132
Valeo Financial Advisors
Indiana
$109K – – –
AIC
133
Ameritas Investment Company
Nebraska
$109K +$35.4K +481 +48%
WEC
134
Winslow Evans & Crocker
Massachusetts
$108K -$3.73K -50 -3%
GFPC
135
Global Financial Private Client
Florida
$103K +$34.1K +483 +49%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$103K +$67.5K +911 +190%
VCP
137
Verus Capital Partners
Arizona
$96K -$69.2K -936 -42%
HF
138
Halpern Financial
Virginia
$94.4K – – –
EWP
139
Engrave Wealth Partners
Texas
$90K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$72K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$71K +$71K +1,000 New
BEI
142
Benjamin Edwards Inc
Missouri
$63K +$63K +849 New
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$12.7K +173 +27%
BHWM
144
Bay Harbor Wealth Management
Maryland
$59K +$16K +214 +37%
CFA
145
Carroll Financial Associates
North Carolina
$57K – – –
HWA
146
HHM Wealth Advisors
Tennessee
$54K +$54K +731 New
US Bancorp
147
US Bancorp
Minnesota
$45K – – –
SFPG
148
Stonebridge Financial Planning Group
Florida
$42K +$5.89K +75 +16%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$41K – – –
SIM
150
Sonora Investment Management
Arizona
$40K – – –
4 5
6
7 8