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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

201 hedge funds and large institutions have $689M invested in First Trust Health Care AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
61
Reduced
62
Closed
27
Calls
$1.62M
Puts
$9.65M
Net Calls
-$8.04M
Net Calls Change
+$15.2M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$13M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
3
FAIM
Financial Advocates Investment Management
Washington
$8.09M
4
Truist Financial
Truist Financial
North Carolina
$16.5M
5
FEG
Financial Enhancement Group
Indiana
$10.5M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$71.4M
3
Morgan Stanley
Morgan Stanley
New York
$159M
4
Goldman Sachs
Goldman Sachs
New York
$521K
5
Bank of America
Bank of America
North Carolina
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
201
Westside Investment Management
California
$55 – – –
First Trust Advisors
202
First Trust Advisors
Illinois
– -$351M -4,750,190 Closed
GA
203
Gateway Advisory
New Jersey
– -$3.5M -47,343 Closed
ASN
204
Advisory Services Network
Georgia
– -$3.07M -41,528 Closed
AI
205
Atria Investments
North Carolina
– -$2.02M -27,291 Closed
SAM
206
Secure Asset Management
Michigan
– -$1.65M -22,287 Closed
ACM
207
AlphaStar Capital Management
North Carolina
– -$974K -11,967 Closed
GM
208
GeoWealth Management
Illinois
– -$684K -9,251 Closed
GSWM
209
Golden State Wealth Management
California
– -$615K -8,314 Closed
CAN
210
Claraphi Advisory Network
United States
– -$559K -7,561 Closed
FI
211
FormulaFolio Investments
Michigan
– -$554K -7,486 Closed
SFI
212
SPC Financial Inc
Maryland
– -$503K -6,800 Closed
SG
213
StoneX Group
New York
– -$420K -5,675 Closed
SF
214
Synovus Financial
Georgia
– -$404K -5,467 Closed
HPC
215
Hobart Private Capital
North Carolina
– -$280K -3,785 Closed
JWS
216
Juncture Wealth Strategies
Arizona
– -$276K -3,736 Closed
CCFM
217
Clear Creek Financial Management
Washington
– -$226K -2,692 Closed
AIC
218
Ameritas Investment Company
Nebraska
– -$109K -1,482 Closed
WAP
219
Wealthcare Advisory Partners
Pennsylvania
– -$103K -1,391 Closed
SL
220
Salomon & Ludwin
Virginia
– -$37K -495 Closed
CS
221
Capital Square
Tennessee
– -$23K -317 Closed
BWA
222
Burt Wealth Advisors
Maryland
– -$23K -307 Closed
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
– -$15K -200 Closed
EWM
224
EPG Wealth Management
Georgia
– -$8K -102 Closed
AP
225
Advisors Preferred
Maryland
– -$6K -86 Closed
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9
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