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First Trust Health Care AlphaDEX Fund

146 hedge funds and large institutions have $2.83B invested in First Trust Health Care AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
17
Increased
67
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$798M 11,588,726 +3,269,724 +39%
Morgan Stanley
2
Morgan Stanley
New York
$461M 6,699,604 +360,129 +6%
Wells Fargo
3
Wells Fargo
California
$306M 4,444,081 +93,530 +2%
Bank of America
4
Bank of America
North Carolina
$215M 3,121,645 +70,578 +2%
FSIM
5
F-Squared Investment Management
Massachusetts
$185M 2,687,703 +2,687,703 New
UBS Group
6
UBS Group
Switzerland
$124M 1,799,864 +59,550 +3%
LPL Financial
7
LPL Financial
California
$69.1M 1,005,786 +132,329 +15%
RJA
8
Raymond James & Associates
Florida
$56.9M 826,376 +171,374 +26%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.8M 607,436 +27,742 +5%
Stifel Financial
10
Stifel Financial
Missouri
$29.8M 434,257 +124,028 +40%
PPA
11
Parametric Portfolio Associates
Washington
$29.2M 424,138 +424,138 New
AIM
12
Astor Investment Management
Illinois
$27.7M 402,202 +105,954 +36%
UCFA
13
United Capital Financial Advisors
Texas
$26.9M 390,380 -16,208 -4%
HA
14
Hays Advisory
Tennessee
$25.8M 375,292 -2,941 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$24.8M 360,531 +46,895 +15%
Ameriprise
16
Ameriprise
Minnesota
$24.5M 356,959 +27,010 +8%
SAM
17
Shamrock Asset Management
Texas
$24.4M 353,921 -93,362 -21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.3M 309,546 +45,489 +17%
MFS
19
MSI Financial Services
Massachusetts
$17.8M 258,826 +14,934 +6%
Goldman Sachs
20
Goldman Sachs
New York
$17.2M 250,003 -138 -0.1%
TFA
21
Transamerica Financial Advisors
Florida
$16.8M 243,523 +136,211 +127%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$16.1M 234,288 +2,720 +1%
NC
23
NewSquare Capital
Pennsylvania
$13.5M 196,124 +30,550 +18%
BFA
24
Beaumont Financial Advisors
Massachusetts
$12.7M 188,996 -292,921 -61%
HF
25
Hoxton Financial
West Virginia
$12.4M 180,278 -1,583 -0.9%