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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

86 hedge funds and large institutions have $1.01B invested in First Trust Health Care AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
48
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$208M
3
BTS
3
BB&T Securities
Virginia
$68.6M
4
Wells Fargo
4
Wells Fargo
California
$153M
5
U
5
UBS
Switzerland
$60.9M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.14M
3
HF
3
Hoxton Financial
West Virginia
$10.6M
4
VF
4
Virtu Financial
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$208M 4,324,242 +585,342 +16%
Wells Fargo
2
Wells Fargo
California
$153M 3,179,134 +178,025 +6%
FSIM
3
F-Squared Investment Management
Massachusetts
$146M 3,031,256 +2,392,139 +374%
BTS
4
BB&T Securities
Virginia
$68.6M 142,772 +36,800 +35%
U
5
UBS
Switzerland
$60.9M 1,267,055 +177,372 +16%
Bank of America
6
Bank of America
North Carolina
$55.2M 1,149,163 +61,439 +6%
LPL Financial
7
LPL Financial
California
$34.5M 717,681 +27,833 +4%
RJA
8
Raymond James & Associates
Florida
$24.8M 516,220 +110,298 +27%
PPA
9
Parametric Portfolio Associates
Washington
$24.3M 504,652 +71,311 +16%
BUB
10
BBVA USA Bancshares
Texas
$22M 458,359 +7,461 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.3M 443,352 +136,121 +44%
HA
12
Hays Advisory
Tennessee
$19.6M 407,451 -2,840 -0.7%
BFA
13
Beaumont Financial Advisors
Massachusetts
$13.4M 277,972 +61,419 +28%
HF
14
Hoxton Financial
West Virginia
$10.6M 219,585 -17,857 -8%
Goldman Sachs
15
Goldman Sachs
New York
$8.8M 183,013 +163,671 +846%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.18M 170,087 +56,602 +50%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$7.24M 150,600 +150,600 New
PI
18
Placemark Investments
Illinois
$7.02M 146,063 +24,561 +20%
Citigroup
19
Citigroup
New York
$5.86M 121,913 +102,820 +539%
Ameriprise
20
Ameriprise
Minnesota
$5.34M 112,966 +19,206 +20%
AAM
21
Aberdeen Asset Management
United Kingdom
$5.3M 110,182 +30,308 +38%
B
22
Baird
Wisconsin
$5.27M 109,653 -43 -0%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.12M 106,601 -8,244 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.18M 86,851 +72,275 +496%
TT
25
Tower Trust
Indiana
$4.15M 86,415 +4,082 +5%
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