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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 %
GWMIA
176
Global Wealth Management Investment Advisory
Florida
$10K – – –
EWM
177
EPG Wealth Management
Georgia
$8K +$8K +102 New
GEA
178
Glen Eagle Advisors
New Jersey
$7.4K – – –
AP
179
Advisors Preferred
Maryland
$6K +$6K +86 New
WCG
180
Weaver Consulting Group
California
$5K – – –
RFM
181
Royal Fund Management
Florida
$3K -$325K -5,316 -99%
S
182
SignatureFD
Georgia
$2K – – –
GI
183
Gradient Investments
Minnesota
$2K +$2K +22 New
AA
184
Advisory Alpha
Michigan
$1.09K -$2.85M -34,068 -100%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$1K -$2.8K -28 -74%
LFG
186
Larson Financial Group
Missouri
$1K +$91 +1 +10%
WIM
187
Westside Investment Management
California
$45 +$45 +618 New
FEM
188
Fulcrum Equity Management
Texas
– -$15.5M -184,307 Closed
NA
189
Navellier & Associates
Nevada
– -$12.5M -148,954 Closed
CW
190
CreativeOne Wealth
Kansas
– -$2.31M -27,426 Closed
MIAN
191
Mariner Independent Advisor Network
Kansas
– -$2.17M -25,760 Closed
BSAM
192
Blue Sky Asset Management
Colorado
– -$1.8M -21,408 Closed
PFA
193
Pinnacle Family Advisors
Missouri
– -$1.78M -21,125 Closed
FIM
194
Freedom Investment Management
Connecticut
– -$1.22M -14,458 Closed
NWM
195
Northwest Wealth Management
Iowa
– -$992K -11,786 Closed
RIA
196
Regal Investment Advisors
Michigan
– -$813K -9,652 Closed
MWM
197
MinichMacGregor Wealth Management
New York
– -$685K -8,139 Closed
HAS
198
HBW Advisory Services
California
– -$685K -8,057 Closed
TRCT
199
Tower Research Capital (TRC)
New York
– -$624K -7,411 Closed
Millennium Management
200
Millennium Management
New York
– -$610K -7,246 Closed
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