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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

171 hedge funds and large institutions have $535M invested in First Trust Health Care AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
76
Closed
19
Calls
$718K
Puts
$18.5M
Net Calls
-$17.8M
Net Calls Change
-$2.58M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
DADC
D.A. Davidson & Co
Montana
+$716K
4
AAS
Avantax Advisory Services
Texas
+$621K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$589K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$19.1M
2
Wells Fargo
Wells Fargo
California
-$8.24M
3
Goldman Sachs
Goldman Sachs
New York
-$8.2M
4
RJA
Raymond James & Associates
Florida
-$6.26M
5
Bank of America
Bank of America
North Carolina
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$19K +$19K +254 New
EAM
152
Eukles Asset Management
Ohio
$18K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$15K – – –
FANJ
154
Financial Architects (New Jersey)
New Jersey
$14K – – –
JFA
155
JNBA Financial Advisors
Minnesota
$14K – – –
CG
156
Cutler Group
California
$14K +$14K +200 New
Deutsche Bank
157
Deutsche Bank
Germany
$13K – – –
MA
158
MCF Advisors
Kentucky
$13K – – –
LWA
159
Lowe Wealth Advisors
Maryland
$12K – – –
HGWM
160
Harvest Group Wealth Management
Massachusetts
$10K – – –
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
TSW
162
Thompson Siegel & Walmsley
Virginia
$8K +$8K +114 New
WCG
163
Weaver Consulting Group
California
$6K – – –
SIS
164
Sound Income Strategies
Florida
$6K +$3.85K +50 +179%
RFM
165
Royal Fund Management
Florida
$4K +$839 +13 +27%
Federated Hermes
166
Federated Hermes
Pennsylvania
$4K +$4K +53 New
FEG
167
Financial Enhancement Group
Indiana
$3K -$726K -9,926 -100%
FGAM
168
Financial Gravity Asset Management
Texas
$3K – – –
FEM
169
Fulcrum Equity Management
Texas
$2K -$19.1M -248,478 -100%
S
170
SignatureFD
Georgia
$2K – – –
CIAS
171
Capital Investment Advisory Services
North Carolina
$1K – – –
WA
172
WESPAC Advisors
California
– -$2.96M -38,276 Closed
MIAN
173
Mariner Independent Advisor Network
Kansas
– -$1.29M -16,655 Closed
VF
174
Virtu Financial
New York
– -$1.27M -16,352 Closed
DLHL
175
Donald L. Hagan LLC
Florida
– -$1.26M -16,256 Closed
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