FXH icon

First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
151
Salomon & Ludwin
Virginia
$37K – – –
OPS
152
Orion Portfolio Solutions
Nebraska
$36K +$10.1K +137 +39%
EP
153
Eudaimonia Partners
Tennessee
$28K -$3.31K -45 -11%
TIM
154
Tortoise Investment Management
New York
$25K – – –
JPLA
155
Joseph P. Lucia & Associates
New York
$25K – – –
BWA
156
Burt Wealth Advisors
Maryland
$23K – – –
TCOV
157
Trust Company of Vermont
Vermont
$23K – – –
AF
158
Advisornet Financial
Minnesota
$23K +$3.4K +46 +17%
CS
159
Capital Square
Tennessee
$23K +$23K +317 New
BCWM
160
Bartlett & Co Wealth Management
Ohio
$22.2K +$22.2K +300 New
BC
161
Bartlett & Co
Ohio
$22K +$22K +300 New
FHA
162
Flagship Harbor Advisors
Massachusetts
$21K -$7.55K -100 -26%
PMFA
163
Plante Moran Financial Advisors
Michigan
$19K -$29.8K -400 -61%
AF
164
Allworth Financial
California
$19K -$5.61K -75 -23%
HNB
165
Huntington National Bank
Ohio
$19K -$22K – –
OIA
166
Optimum Investment Advisors
Illinois
$18K -$133K -1,843 -88%
ADL
167
Asset Dedication LLC
California
$17K -$1.97K -26 -10%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$15K – – –
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K – – –
JFA
170
JNBA Financial Advisors
Minnesota
$14K – – –
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
MA
172
MCF Advisors
Kentucky
$13K – – –
LWA
173
Lowe Wealth Advisors
Maryland
$12K – – –
HGWM
174
Harvest Group Wealth Management
Massachusetts
$10K – – –
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
5 6
7
8 9