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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

104 hedge funds and large institutions have $1.39B invested in First Trust Health Care AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
17
Increased
37
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$67M
3
FHA
3
First Horizon Advisors
Tennessee
$10.2M
4
AIM
4
Astor Investment Management
Illinois
$8.39M
5
ONB
5
Old National Bancorp
Indiana
$4.83M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$216M
2
BTS
2
BB&T Securities
Virginia
$88.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$29.8M
5
LPL Financial
5
LPL Financial
California
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$254M 4,768,065 -41,168 -0.9%
FSIM
2
F-Squared Investment Management
Massachusetts
$216M 4,050,915 -1,387,680 -26%
Wells Fargo
3
Wells Fargo
California
$171M 3,215,280 -92,706 -3%
Bank of America
4
Bank of America
North Carolina
$133M 2,490,885 +1,075,007 +76%
BTS
5
BB&T Securities
Virginia
$88.5M 166,218 -37,737 -19%
First Trust Advisors
6
First Trust Advisors
Illinois
$67M 1,257,813 +848,404 +207%
U
7
UBS
Switzerland
$62.2M 1,166,880 -23,728 -2%
LPL Financial
8
LPL Financial
California
$31.3M 586,845 -222,664 -28%
PPA
9
Parametric Portfolio Associates
Washington
$29.8M 559,661 -246,803 -31%
RJA
10
Raymond James & Associates
Florida
$28.7M 539,202 -11,381 -2%
BUB
11
BBVA USA Bancshares
Texas
$24.7M 463,459 -2,135 -0.5%
HA
12
Hays Advisory
Tennessee
$24.2M 454,835 +16,195 +4%
BFA
13
Beaumont Financial Advisors
Massachusetts
$22.8M 428,561 -40,947 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.2M 416,867 -19,167 -4%
Stifel Financial
15
Stifel Financial
Missouri
$15.6M 293,530 +12,392 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.7M 220,002 -26,367 -11%
HF
17
Hoxton Financial
West Virginia
$10.6M 198,266 -3,712 -2%
FHA
18
First Horizon Advisors
Tennessee
$10.2M 191,076 +153,202 +405%
PI
19
Placemark Investments
Illinois
$10.2M 191,365 -76,398 -29%
AIM
20
Astor Investment Management
Illinois
$8.39M 157,437 +139,991 +802%
AAM
21
Aberdeen Asset Management
United Kingdom
$7.26M 136,282 -97,666 -42%
Ameriprise
22
Ameriprise
Minnesota
$7.2M 134,973 +12,796 +10%
Citigroup
23
Citigroup
New York
$7.01M 131,676 +2,703 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.83M 128,137 -23,566 -16%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$6.42M 120,416 +2,104 +2%
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