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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

197 hedge funds and large institutions have $1.49B invested in First Trust Health Care AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
32
Increased
65
Reduced
67
Closed
23
Calls
$298K
Puts
$43.3M
Net Calls
-$43M
Net Calls Change
-$2.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Wells Fargo
Wells Fargo
California
+$9.96M
3
FI
FormulaFolio Investments
Michigan
+$7.73M
4
GA
Gateway Advisory
New Jersey
+$7.65M
5
Bank of America
Bank of America
North Carolina
+$5.88M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$61.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$34.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.8M
4
TRCT
Tower Research Capital (TRC)
New York
-$7.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
WealthBridge Capital Management
Ohio
$98K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$93K +$37.4K +493 +67%
PCM
153
Prelude Capital Management
New York
$82K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$76K – – –
FHA
155
Flagship Harbor Advisors
Massachusetts
$74K -$30.3K -400 -29%
AIM
156
Advantage Investment Management
Iowa
$58K – – –
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.5K – – –
CFA
158
Carroll Financial Associates
North Carolina
$52K – – –
CF
159
Centaurus Financial
California
$50.1K +$5.93K +453 +13%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$50K -$9.54K -125 -16%
PMFA
161
Plante Moran Financial Advisors
Michigan
$50K – – –
NFG
162
Next Financial Group
Texas
$45K -$1.46M -19,124 -97%
NFH
163
NEXT Financial Holdings
Texas
$45K +$45K +590 New
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$44K – – –
US Bancorp
165
US Bancorp
Minnesota
$41K -$75.6K -999 -65%
SIM
166
Sonora Investment Management
Arizona
$41K – – –
EAM
167
Eukles Asset Management
Ohio
$37K – – –
CI
168
CX Institutional
Indiana
$28K +$28K +362 New
AIC
169
Ameritas Investment Company
Nebraska
$27K -$93.1K -1,238 -78%
HNB
170
Huntington National Bank
Ohio
$27K -$25K – –
PWM
171
PRW Wealth Management
Massachusetts
$27K – – –
TIM
172
Tortoise Investment Management
New York
$26K – – –
CFA
173
Camarda Financial Advisors
Florida
$25K +$25K +333 New
TCOV
174
Trust Company of Vermont
Vermont
$24K +$24K +315 New
BWA
175
Burt Wealth Advisors
Maryland
$23K – – –
5 6
7
8 9