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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $666M invested in First Trust Health Care AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
82
Closed
23
Calls
$2.34M
Puts
$36.9M
Net Calls
-$34.6M
Net Calls Change
-$26.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$28.8M
3
Citadel Advisors
Citadel Advisors
Florida
$17.3M
4
JAWM
J. Arnold Wealth Management
Ohio
$4.81M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.38M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
ODG
O'Dell Group
Ohio
$0
4
Wells Fargo
Wells Fargo
California
$69.2M
5
RJA
Raymond James & Associates
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
151
Stonebridge Financial Planning Group
Florida
$54K – – –
KPCM
152
Kings Point Capital Management
New York
$53K +$53K +564 New
ADL
153
Asset Dedication LLC
California
$52K +$21.1K +225 +68%
SIM
154
Sonora Investment Management
Arizona
$51K -$7.37K -78 -13%
FFA
155
Founders Financial Alliance
North Carolina
$49K +$49K +499 New
CSPIA
156
Cary Street Partners Investment Advisory
Virginia
$47K +$47K +500 New
PCM
157
Prelude Capital Management
New York
$46K – – –
TH
158
TCTC Holdings
Texas
$43K – – –
CA
159
Clearstead Advisors
Ohio
$43K +$43K +456 New
EP
160
Eudaimonia Partners
Tennessee
$36K – – –
CRCM
161
Corbett Road Capital Management
Virginia
$35K – – –
TIM
162
Tortoise Investment Management
New York
$32K -$475 -5 -1%
MA
163
MCF Advisors
Kentucky
$31K +$13.9K +146 +81%
TCOV
164
Trust Company of Vermont
Vermont
$30K – – –
AF
165
Advisornet Financial
Minnesota
$29K – – –
BCWM
166
Bartlett & Co Wealth Management
Ohio
$28.4K -$3.13K -33 -10%
BC
167
Bartlett & Co
Ohio
$28K -$3.08K -33 -10%
NC
168
NewSquare Capital
Pennsylvania
$27K -$196K -2,035 -88%
FHA
169
Flagship Harbor Advisors
Massachusetts
$26K -$1.68K -18 -6%
PMFA
170
Plante Moran Financial Advisors
Michigan
$24K – – –
AF
171
Allworth Financial
California
$24K – – –
OIA
172
Optimum Investment Advisors
Illinois
$19K -$4.75K -50 -20%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K – – –
JFA
174
JNBA Financial Advisors
Minnesota
$17K -$1.04K -11 -6%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
5 6
7
8 9