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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

146 hedge funds and large institutions have $2.83B invested in First Trust Health Care AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
17
Increased
67
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$798M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$185M
3
PPA
3
Parametric Portfolio Associates
Washington
$29.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$461M
5
RJA
5
Raymond James & Associates
Florida
$56.9M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$798K
2
BUB
2
BBVA USA Bancshares
Texas
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.7M
4
SAM
4
Shamrock Asset Management
Texas
$24.4M
5
ACM
5
Aviance Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
151
Gateway Advisory
New Jersey
– -$405K -6,041 Closed
TRCT
152
Tower Research Capital (TRC)
New York
– -$347K -5,182 Closed
SC
153
Scotia Capital
Ontario, Canada
– -$330K -4,925 Closed
Creative Planning
154
Creative Planning
Kansas
– -$252K -3,765 Closed
JIC
155
Joel Isaacson & Co
New York
– -$10K -150 Closed
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
– -$5.43K -81 Closed
3 4 5 6
7