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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $607M invested in First Trust Health Care AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
45
Increased
43
Reduced
76
Closed
14
Calls
$1.18M
Puts
$22.7M
Net Calls
-$21.5M
Net Calls Change
-$3.68M

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$15.5M
2
NA
Navellier & Associates
Nevada
+$12.5M
3
Goldman Sachs
Goldman Sachs
New York
+$4.23M
4
FEG
Financial Enhancement Group
Indiana
+$3.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.44M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.6M
2
FI
FormulaFolio Investments
Michigan
-$9.46M
3
Wells Fargo
Wells Fargo
California
-$8.71M
4
LPL Financial
LPL Financial
California
-$6.3M
5
Morgan Stanley
Morgan Stanley
New York
-$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
151
Financial Gravity Asset Management
Texas
$84K +$71.1K +259 +551%
GFPC
152
Global Financial Private Client
Florida
$82.3K +$82.3K +977 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$82K -$25.2K -300 -23%
ASN
154
Advisory Services Network
Georgia
$66K -$95.1K -1,134 -59%
CFA
155
Carroll Financial Associates
North Carolina
$65K +$7.28K +87 +13%
PMFA
156
Plante Moran Financial Advisors
Michigan
$55K – – –
AA
157
Argent Advisors
Louisiana
$55K +$55K +642 New
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$6.64K +79 +14%
US Bancorp
159
US Bancorp
Minnesota
$51K -$9.02K -107 -15%
BHWM
160
Bay Harbor Wealth Management
Maryland
$49K -$36.5K -430 -43%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$47K +$12.7K +151 +37%
SIM
162
Sonora Investment Management
Arizona
$45K – – –
SL
163
Salomon & Ludwin
Virginia
$42K – – –
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$40K – – –
SFPG
165
Stonebridge Financial Planning Group
Florida
$39K +$39K +460 New
EP
166
Eudaimonia Partners
Tennessee
$36K +$36K +426 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$35K +$12.8K +154 +58%
NC
168
NewSquare Capital
Pennsylvania
$34K – – –
FHA
169
Flagship Harbor Advisors
Massachusetts
$32K – – –
OPS
170
Orion Portfolio Solutions
Nebraska
$30K +$30K +353 New
JPLA
171
Joseph P. Lucia & Associates
New York
$29K -$13.6K -160 -32%
TIM
172
Tortoise Investment Management
New York
$29K – – –
AF
173
Allworth Financial
California
$28K +$6.38K +75 +30%
TC
174
Trust Company
Kansas
$27K – – –
TCOV
175
Trust Company of Vermont
Vermont
$27K – – –
5 6
7
8 9