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First Trust Health Care AlphaDEX Fund

143 hedge funds and large institutions have $2.39B invested in First Trust Health Care AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
3.81%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
29
Increased
65
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$558M 8,319,002 +3,907,859 +89%
Morgan Stanley
2
Morgan Stanley
New York
$425M 6,339,475 +544,722 +9%
Wells Fargo
3
Wells Fargo
California
$292M 4,350,551 +539,542 +14%
Bank of America
4
Bank of America
North Carolina
$204M 3,051,067 -192,439 -6%
UBS Group
5
UBS Group
Switzerland
$117M 1,740,314 +103,181 +6%
BTS
6
BB&T Securities
Virginia
$77.3M 115,331 +60,539 +110%
LPL Financial
7
LPL Financial
California
$57.9M 873,457 +186,993 +27%
RJA
8
Raymond James & Associates
Florida
$43.9M 655,002 +80,435 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.9M 579,694 +188,492 +48%
HI
10
Horizon Investments
North Carolina
$36.4M 542,715 +532,717 +5,328%
BFA
11
Beaumont Financial Advisors
Massachusetts
$32.3M 481,917 -19,031 -4%
SAM
12
Shamrock Asset Management
Texas
$30M 447,283 -44,015 -9%
BUB
13
BBVA USA Bancshares
Texas
$27.1M 403,999 -16,195 -4%
UCFA
14
United Capital Financial Advisors
Texas
$26.3M 406,588 +406,588 New
HA
15
Hays Advisory
Tennessee
$25.3M 378,233 +23,879 +7%
Ameriprise
16
Ameriprise
Minnesota
$22.2M 329,949 +123,148 +60%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21M 313,636 +43,369 +16%
Stifel Financial
18
Stifel Financial
Missouri
$20.8M 310,229 -27,408 -8%
AIM
19
Astor Investment Management
Illinois
$19.9M 296,248 +49,946 +20%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.7M 264,057 +218,098 +475%
Goldman Sachs
21
Goldman Sachs
New York
$16.8M 250,141 -4,521 -2%
MFS
22
MSI Financial Services
Massachusetts
$16.3M 243,892 +125,379 +106%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$15.5M 231,568 +56,788 +32%
HF
24
Hoxton Financial
West Virginia
$12.2M 181,861 -6,608 -4%
NC
25
NewSquare Capital
Pennsylvania
$11.1M 165,574 +46,151 +39%