First Trust Health Care AlphaDEX Fund
FXH
FXH
147 hedge funds and large institutions have $422M invested in First Trust Health Care AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
45
Reduced
50
Closed
15
Calls
–
Puts
$735K
Net Calls
-$735K
Net Calls Change
+$7M
Top Buyers
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$4.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.89M |
| 3 |
Goldman Sachs
New York
|
+$2.58M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.2M |
| 5 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$2.1M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.8M |
| 3 |
Morgan Stanley
New York
|
-$10.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.12M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.95M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
RIL
151
Rothschild Investment LLC
Chicago,
Illinois
| – | -$886K | -12,700 | Closed |
|
|
AW
152
ACG Wealth
Atlanta,
Georgia
| – | -$548K | -7,845 | Closed |
|
|
WP
153
WealthSource Partners
San Luis Obispo,
California
| – | -$238K | -3,415 | Closed |
|
|
GFPC
154
Global Financial Private Capital
Sarasota,
Florida
| – | -$218K | -3,120 | Closed |
|
|
EWA
155
EP Wealth Advisors
Torrance,
California
| – | -$213K | -3,050 | Closed |
|
|
FAIM
156
Financial Advocates Investment Management
Olympia,
Washington
| – | -$206K | -2,951 | Closed |
|
|
CFA
157
Cahill Financial Advisors
Edina,
Minnesota
| – | -$206K | -2,949 | Closed |
|
|
SSB
158
Sandy Spring Bank
Olney,
Maryland
| – | -$84K | -1,207 | Closed |
|
|
CA
159
Calton & Associates
Tampa,
Florida
| – | -$7K | -100 | Closed |
|
|
MFW
160
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$6K | -92 | Closed |
|
|
PCA
161
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$5K | -75 | Closed |
|
162
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$2K | -25 | Closed |
|