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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 %
LA
201
LexAurum Advisors
Kansas
– -$474K -5,624 Closed
GTAM
202
Global Trust Asset Management
Florida
– -$446K -5,300 Closed
HIS
203
Harvest Investment Services
Illinois
– -$331K -3,938 Closed
DBRC
204
D.B. Root & Company
Pennsylvania
– -$249K -2,967 Closed
CCA
205
Clearwater Capital Advisors
Illinois
– -$237K -2,810 Closed
VC
206
Vicus Capital
Pennsylvania
– -$233K -2,768 Closed
TA
207
TFG Advisers
Michigan
– -$228K -2,718 Closed
SWP
208
Summit Wealth Partners
Florida
– -$224K -2,661 Closed
CFA
209
Cahill Financial Advisors
Minnesota
– -$215K -2,544 Closed
9WM
210
9258 Wealth Management
Ohio
– -$211K -2,500 Closed
RIL
211
Rothschild Investment LLC
Illinois
– -$211K -2,500 Closed
AW
212
ACG Wealth
Georgia
– -$201K -2,383 Closed
TCWM
213
Total Clarity Wealth Management
Illinois
– -$140K -1,660 Closed
PCM
214
Prelude Capital Management
New York
– -$91K -1,078 Closed
AIM
215
Axiom Investment Management
New York
– -$88K -1,050 Closed
AA
216
Argent Advisors
Louisiana
– -$55K -642 Closed
TC
217
Trust Company
Kansas
– -$27K -319 Closed
FGAM
218
Financial Gravity Asset Management
Texas
– -$84K -306 Closed
EAM
219
Eukles Asset Management
Ohio
– -$20K -240 Closed
TI
220
tru Independence
Oregon
– -$15K -200 Closed
Deutsche Bank
221
Deutsche Bank
Germany
– -$15K -179 Closed
TSW
222
Thompson Siegel & Walmsley
Virginia
– -$10K -114 Closed
FHA
223
First Horizon Advisors
Tennessee
– -$7K -86 Closed
SIS
224
Sound Income Strategies
Florida
– -$7K -78 Closed
CAAS
225
Capital Asset Advisory Services
Michigan
– -$5K -59 Closed
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