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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

117 hedge funds and large institutions have $1.7B invested in First Trust Health Care AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
18
Increased
64
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$116M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$263M
3
SAM
3
Shamrock Asset Management
Texas
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$293M
5
U
5
UBS
Switzerland
$81.5M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
AAM
2
Aberdeen Asset Management
United Kingdom
$6.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SHA
4
Smith Hayes Advisers
Nebraska
$761K
5
BUB
5
BBVA USA Bancshares
Texas
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$293M 5,253,373 +485,308 +10%
FSIM
2
F-Squared Investment Management
Massachusetts
$263M 4,711,237 +660,322 +16%
Wells Fargo
3
Wells Fargo
California
$188M 3,374,155 +158,875 +5%
Bank of America
4
Bank of America
North Carolina
$154M 2,768,214 +277,329 +11%
First Trust Advisors
5
First Trust Advisors
Illinois
$116M 2,087,447 +829,634 +66%
BTS
6
BB&T Securities
Virginia
$92.3M 165,427 -791 -0.5%
U
7
UBS
Switzerland
$81.5M 1,460,520 +293,640 +25%
LPL Financial
8
LPL Financial
California
$42.5M 770,252 +183,407 +31%
PPA
9
Parametric Portfolio Associates
Washington
$33M 591,425 +31,764 +6%
SAM
10
Shamrock Asset Management
Texas
$32.9M 590,231 +565,595 +2,296%
BFA
11
Beaumont Financial Advisors
Massachusetts
$30.5M 546,325 +117,764 +27%
RJA
12
Raymond James & Associates
Florida
$29.5M 529,432 -9,770 -2%
HA
13
Hays Advisory
Tennessee
$26.1M 467,308 +12,473 +3%
BUB
14
BBVA USA Bancshares
Texas
$25.2M 451,750 -11,709 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.5M 439,205 +22,338 +5%
Stifel Financial
16
Stifel Financial
Missouri
$17.8M 319,085 +25,555 +9%
Goldman Sachs
17
Goldman Sachs
New York
$14M 250,763 +250,763 New
PI
18
Placemark Investments
Illinois
$13.1M 234,517 +43,152 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$12.7M 227,422 +7,420 +3%
AIM
20
Astor Investment Management
Illinois
$11.1M 198,698 +41,261 +26%
HF
21
Hoxton Financial
West Virginia
$11M 197,741 -525 -0.3%
FHA
22
First Horizon Advisors
Tennessee
$10.3M 184,253 -6,823 -4%
Ameriprise
23
Ameriprise
Minnesota
$9.34M 167,499 +32,526 +24%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$8.78M 157,280 +54,103 +52%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.88M 141,256 +13,119 +10%
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