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First Trust Health Care AlphaDEX Fund

191 hedge funds and large institutions have $1.41B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
61
Increased
79
Reduced
23
Closed
26
Calls
$1.06M
Puts
$41.5M
Net Calls
-$40.4M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
151
Cutler Group
California
$55K +$55K +800 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$54K +$15.4K +222 +40%
BWL
153
Bogart Wealth LLC
Virginia
$53K +$53K +772 New
AIM
154
Advantage Investment Management
Iowa
$52K
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$50K +$7.31K +107 +17%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K
CFA
157
Carroll Financial Associates
North Carolina
$47K
PMFA
158
Plante Moran Financial Advisors
Michigan
$45K +$27.5K +400 +157%
WIM
159
Westside Investment Management
California
$42.6K
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$40K +$4.48K +65 +13%
SIM
161
Sonora Investment Management
Arizona
$37K
EAM
162
Eukles Asset Management
Ohio
$33K +$33K +478 New
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$28K +$28K +411 New
CWA
164
Clarus Wealth Advisors
Arizona
$26K
HNB
165
Huntington National Bank
Ohio
$25K -$30K
PWM
166
PRW Wealth Management
Massachusetts
$25K +$25K +358 New
TIM
167
Tortoise Investment Management
New York
$24K
BWA
168
Burt Wealth Advisors
Maryland
$21K
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
$20K +$20K +300 New
SIS
170
Sound Income Strategies
Florida
$18K +$17.4K +250 +2,778%
ADL
171
Asset Dedication LLC
California
$17K
FCB
172
First Command Bank
Texas
$15K
FCFS
173
First Command Financial Services
Texas
$15K
WTC
174
WhitTier Trust Company
Nevada
$14K +$14K +204 New
CA
175
Claro Advisors
Massachusetts
$13K +$13K +156 New