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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 %
FFC
176
Fure Financial Corporation
Minnesota
$17K +$17K +184 New
LWA
177
Lowe Wealth Advisors
Maryland
$15K – – –
NFSG
178
Newbridge Financial Services Group
Florida
$15K +$15K +160 New
CIAS
179
Capital Investment Advisory Services
North Carolina
$14K – – –
HGWM
180
Harvest Group Wealth Management
Massachusetts
$13K – – –
GWMIA
181
Global Wealth Management Investment Advisory
Florida
$13K – – –
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
HCP
183
Hexagon Capital Partners
Arkansas
$12K +$12K +133 New
APC
184
Aspire Private Capital
North Carolina
$11K -$95 -1 -0.9%
GEA
185
Glen Eagle Advisors
New Jersey
$9.47K – – –
FCH
186
Freestone Capital Holdings
Washington
$9.47K +$9.47K +100 New
GFPC
187
Global Financial Private Client
Florida
$8.19K -$761 -8 -9%
AssetMark Inc
188
AssetMark Inc
California
$8K +$8K +85 New
WCG
189
Weaver Consulting Group
California
$7K – – –
CAAS
190
Capital Asset Advisory Services
Michigan
$6K +$6K +59 New
AIP
191
Ameritas Investment Partners
Nebraska
$4K +$4K +50 New
S
192
SignatureFD
Georgia
$3K – – –
BHWM
193
Bay Harbor Wealth Management
Maryland
$2K -$1.92K -25 -49%
FRA
194
Front Row Advisors
California
$2K +$2K +20 New
ACA
195
Aptus Capital Advisors
Alabama
$1K – – –
LFG
196
Larson Financial Group
Missouri
$1K +$250 +3 +33%
AA
197
Advisory Alpha
Michigan
$1K +$1K +11 New
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$688 -$399 -3,985 -37%
WIM
199
Westside Investment Management
California
$30 -$28 -300 -49%
ODG
200
O'Dell Group
Ohio
– -$5.84M -64,755 Closed
5 6 7
8
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