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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

130 hedge funds and large institutions have $1.68B invested in First Trust Health Care AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
28
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$266M
2
UBS Group
2
UBS Group
Switzerland
$98.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$349M
4
Bank of America
4
Bank of America
North Carolina
$196M
5
Wells Fargo
5
Wells Fargo
California
$230M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
BTS
2
BB&T Securities
Virginia
$33M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
PI
4
Placemark Investments
Illinois
$5.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$349M 5,794,753 +541,380 +10%
First Trust Advisors
2
First Trust Advisors
Illinois
$266M 4,411,143 +2,323,696 +111%
Wells Fargo
3
Wells Fargo
California
$230M 3,811,009 +436,854 +13%
Bank of America
4
Bank of America
North Carolina
$196M 3,243,506 +475,292 +17%
UBS Group
5
UBS Group
Switzerland
$98.7M 1,637,133 +1,637,133 New
LPL Financial
6
LPL Financial
California
$41.4M 686,464 -83,788 -11%
RJA
7
Raymond James & Associates
Florida
$34.6M 574,567 +45,135 +9%
BTS
8
BB&T Securities
Virginia
$33M 54,792 -110,635 -67%
BFA
9
Beaumont Financial Advisors
Massachusetts
$30.2M 500,948 -45,377 -8%
SAM
10
Shamrock Asset Management
Texas
$29.6M 491,298 -98,933 -17%
BUB
11
BBVA USA Bancshares
Texas
$25.3M 420,194 -31,556 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.6M 391,202 -48,003 -11%
HA
13
Hays Advisory
Tennessee
$21.4M 354,354 -112,954 -24%
Stifel Financial
14
Stifel Financial
Missouri
$20.4M 337,637 +18,552 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$16.3M 270,267 +42,845 +19%
Goldman Sachs
16
Goldman Sachs
New York
$15.4M 254,662 +3,899 +2%
AIM
17
Astor Investment Management
Illinois
$14.9M 246,302 +47,604 +24%
Ameriprise
18
Ameriprise
Minnesota
$12.4M 206,801 +39,302 +23%
HF
19
Hoxton Financial
West Virginia
$11.4M 188,469 -9,272 -5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$10.5M 174,780 +58,636 +50%
Citigroup
21
Citigroup
New York
$8.83M 146,449 +6,751 +5%
AAM
22
Aberdeen Asset Management
United Kingdom
$8.71M 144,453 +35,479 +33%
FHA
23
First Horizon Advisors
Tennessee
$7.92M 130,149 -54,104 -29%
B
24
Baird
Wisconsin
$7.59M 125,952 +4,920 +4%
NC
25
NewSquare Capital
Pennsylvania
$7.2M 119,423 +26,310 +28%
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