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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

201 hedge funds and large institutions have $689M invested in First Trust Health Care AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
61
Reduced
62
Closed
27
Calls
$1.62M
Puts
$9.65M
Net Calls
-$8.04M
Net Calls Change
+$15.2M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
3
FAIM
Financial Advocates Investment Management
Washington
$8.09M
4
Truist Financial
Truist Financial
North Carolina
$16.5M
5
FEG
Financial Enhancement Group
Indiana
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$71.4M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
Bank of America
Bank of America
North Carolina
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$266K +$266K +2,951 New
SS
127
Simplicity Solutions
Minnesota
$255K -$504K -5,594 -66%
BRC
128
Bell Rock Capital
Delaware
$246K -$525K -5,808 -68%
TA
129
TFG Advisers
Michigan
$242K +$242K +2,693 New
CW
130
CreativeOne Wealth
Kansas
$237K +$237K +2,631 New
1W
131
1776 Wealth
Georgia
$234K -$106K -1,182 -31%
CFA
132
Cahill Financial Advisors
Minnesota
$230K +$230K +2,544 New
IWM
133
IHT Wealth Management
Illinois
$228K +$228K +2,532 New
RIL
134
Rothschild Investment LLC
Illinois
$226K +$226K +2,500 New
EH
135
Equitable Holdings
New York
$222K +$222K +2,456 New
IA
136
IFG Advisory
Georgia
$214K +$214K +2,380 New
Wolverine Trading
137
Wolverine Trading
Illinois
$212K +$212K +2,400 New
NC
138
NewSquare Capital
Pennsylvania
$209K -$5.71M -63,250 -96%
WS
139
Wedbush Securities
California
$208K +$208K +2,305 New
P
140
&Partners
Tennessee
$208K +$208K +2,305 New
CIBC World Market
141
CIBC World Market
Ontario, Canada
$201K +$201K +2,225 New
SFS
142
Sowell Financial Services
Arkansas
$196K -$129K -1,432 -40%
BAM
143
Belpointe Asset Management
Nevada
$190K +$2.16K +24 +1%
GRP
144
Global Retirement Partners
California
$161K +$1.08K +12 +0.7%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$161K +$2.88K +32 +2%
GFPC
146
Global Financial Private Capital
Florida
$148K -$2.32M -25,612 -94%
QCG
147
Quadrant Capital Group
Ohio
$144K +$144K +1,592 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$130K -$90 -1 -0.1%
VFA
149
Valeo Financial Advisors
Indiana
$125K – – –
HWA
150
HHM Wealth Advisors
Tennessee
$119K +$52.9K +585 +80%
4 5
6
7 8