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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $666M invested in First Trust Health Care AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
82
Closed
23
Calls
$2.34M
Puts
$36.9M
Net Calls
-$34.6M
Net Calls Change
-$26.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$28.8M
3
Citadel Advisors
Citadel Advisors
Florida
$17.3M
4
JAWM
J. Arnold Wealth Management
Ohio
$4.81M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.38M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
ODG
O'Dell Group
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$69.2M
5
RJA
Raymond James & Associates
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$211K – – –
CW
127
CreativeOne Wealth
Kansas
$206K -$43.1K -455 -17%
SFS
128
Sowell Financial Services
Arkansas
$206K – – –
BRC
129
Bell Rock Capital
Delaware
$203K -$55.5K -584 -21%
BAM
130
Belpointe Asset Management
Nevada
$202K +$2.55K +27 +1%
GRP
131
Global Retirement Partners
California
$169K – – –
WEC
132
Winslow Evans & Crocker
Massachusetts
$153K +$15.7K +165 +11%
AP
133
Atwood & Palmer
Missouri
$142K -$2.2M -23,210 -94%
LI
134
LVZ Inc
Michigan
$139K +$6.56K +368 +5%
VFA
135
Valeo Financial Advisors
Indiana
$131K – – –
CTB
136
Country Trust Bank
Illinois
$129K +$129K +1,364 New
PFS
137
Prospera Financial Services
Texas
$128K -$916K -9,671 -88%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$16.8K +178 +15%
HWA
139
HHM Wealth Advisors
Tennessee
$125K – – –
HF
140
Halpern Financial
Virginia
$121K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$114K +$7.13K +75 +7%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$113K +$1.14K +12 +1%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$98K -$71.9K -756 -42%
NNP
144
Nachman Norwood & Parrott
South Carolina
$80K +$80K +843 New
BEI
145
Benjamin Edwards Inc
Missouri
$72K -$3.88K -41 -5%
CFA
146
Carroll Financial Associates
North Carolina
$71K -$2.07K -22 -3%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$71K – – –
LWM
148
Liberty Wealth Management
California
$70K – – –
US Bancorp
149
US Bancorp
Minnesota
$57K – – –
ASN
150
Advisory Services Network
Georgia
$56K +$56K +589 New
4 5
6
7 8