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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

223 hedge funds and large institutions have $753M invested in First Trust Health Care AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+24
Holders Change %
+12.06%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
55
Reduced
67
Closed
16
Calls
$1.96M
Puts
$20.5M
Net Calls
-$18.5M
Net Calls Change
+$16M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$10.1M
2
JAWM
J. Arnold Wealth Management
Ohio
+$7.1M
3
NA
Navellier & Associates
Nevada
+$5.9M
4
FEM
Fulcrum Equity Management
Texas
+$5.12M
5
RIA
Regal Investment Advisors
Michigan
+$4.73M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
2
FEG
Financial Enhancement Group
Indiana
-$6.47M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.17M
5
RJA
Raymond James & Associates
Florida
-$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
151
Cypress Wealth Services
California
$210K +$210K +1,950 New
WF
152
Welch & Forbes
Massachusetts
$204K +$204K +1,892 New
DBRC
153
D.B. Root & Company
Pennsylvania
$204K +$204K +1,900 New
GRP
154
Global Retirement Partners
California
$192K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$164K +$35K +325 +27%
AP
156
Atwood & Palmer
Missouri
$150K -$10.8K -100 -7%
VFA
157
Valeo Financial Advisors
Indiana
$149K – – –
US Bancorp
158
US Bancorp
Minnesota
$149K +$83.9K +780 +129%
CTB
159
Country Trust Bank
Illinois
$147K – – –
HWA
160
HHM Wealth Advisors
Tennessee
$142K – – –
Fidelity Investments
161
Fidelity Investments
Massachusetts
$139K +$28K +260 +25%
HF
162
Halpern Financial
Virginia
$138K – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$137K -$9.62K -89 -7%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$129K – – –
BEI
165
Benjamin Edwards Inc
Missouri
$82K -$325 -3 -0.4%
CFA
166
Carroll Financial Associates
North Carolina
$81K – – –
LWM
167
Liberty Wealth Management
California
$80K – – –
CG
168
Cutler Group
California
$75K +$75K +699 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$69K -$13.9K -124 -17%
ASN
170
Advisory Services Network
Georgia
$61K -$2.48K -23 -4%
KPCM
171
Kings Point Capital Management
New York
$61K – – –
AA
172
Addison Advisors
Vermont
$59K +$59K +547 New
SIM
173
Sonora Investment Management
Arizona
$58K – – –
SFPG
174
Stonebridge Financial Planning Group
Florida
$58K – – –
FFA
175
Founders Financial Alliance
North Carolina
$54K – – –
5 6
7
8 9