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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

201 hedge funds and large institutions have $689M invested in First Trust Health Care AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
61
Reduced
62
Closed
27
Calls
$1.62M
Puts
$9.65M
Net Calls
-$8.04M
Net Calls Change
+$15.2M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
3
FAIM
Financial Advocates Investment Management
Washington
$8.09M
4
Truist Financial
Truist Financial
North Carolina
$16.5M
5
FEG
Financial Enhancement Group
Indiana
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$71.4M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
Bank of America
Bank of America
North Carolina
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
151
Halpern Financial
Virginia
$115K – – –
EWP
152
Engrave Wealth Partners
Texas
$110K – – –
CG
153
Cutler Group
California
$108K -$1.8M -20,000 -94%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$107K +$18.5K +205 +21%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$33.7K +374 +47%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$102K +$11.3K +125 +13%
BEI
157
Benjamin Edwards Inc
Missouri
$72K -$4.32K -48 -6%
CFA
158
Carroll Financial Associates
North Carolina
$70K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$68K +$16.5K +180 +32%
LWM
160
Liberty Wealth Management
California
$66K +$66K +735 New
SIM
161
Sonora Investment Management
Arizona
$56K +$7.07K +78 +14%
US Bancorp
162
US Bancorp
Minnesota
$55K – – –
SFPG
163
Stonebridge Financial Planning Group
Florida
$49K – – –
PCM
164
Prelude Capital Management
New York
$44K +$44K +484 New
TH
165
TCTC Holdings
Texas
$41K +$41K +450 New
EP
166
Eudaimonia Partners
Tennessee
$34K – – –
CRCM
167
Corbett Road Capital Management
Virginia
$33K +$33K +373 New
TIM
168
Tortoise Investment Management
New York
$31K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$30K +$2.98K +33 +11%
OPS
170
Orion Portfolio Solutions
Nebraska
$30K -$14.4K -159 -32%
BC
171
Bartlett & Co
Ohio
$30K +$2.97K +33 +11%
ADL
172
Asset Dedication LLC
California
$30K +$9.64K +106 +47%
AF
173
Advisornet Financial
Minnesota
$28K – – –
TCOV
174
Trust Company of Vermont
Vermont
$28K – – –
FHA
175
Flagship Harbor Advisors
Massachusetts
$26K +$1.58K +18 +6%
5 6
7
8 9