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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

145 hedge funds and large institutions have $2.34B invested in First Trust Health Care AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
4.05%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.39%
New
19
Increased
56
Reduced
49
Closed
17
Calls
–
Puts
$38.7M
Net Calls
-$38.7M
Net Calls Change
-$38.7M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$811M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.3M
3
ACM
3
Aviance Capital Management
Florida
$11.3M
4
Jane Street
4
Jane Street
New York
$10.9M
5
TFA
5
Transamerica Financial Advisors
Florida
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$110M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Wells Fargo
3
Wells Fargo
California
$240M
4
Morgan Stanley
4
Morgan Stanley
New York
$379M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$811M 13,934,976 +2,346,250 +20%
Morgan Stanley
2
Morgan Stanley
New York
$379M 6,520,243 -179,361 -3%
Wells Fargo
3
Wells Fargo
California
$240M 4,116,604 -327,477 -7%
Bank of America
4
Bank of America
North Carolina
$110M 1,895,607 -1,226,038 -39%
UBS Group
5
UBS Group
Switzerland
$109M 1,875,135 +75,271 +4%
LPL Financial
6
LPL Financial
California
$55.7M 932,541 -73,245 -7%
RJA
7
Raymond James & Associates
Florida
$51.3M 881,279 +54,903 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.4M 591,365 -16,071 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33.3M 572,991 +426,019 +290%
AIM
10
Astor Investment Management
Illinois
$28.2M 484,929 +82,727 +21%
UCFA
11
United Capital Financial Advisors
Texas
$27.9M 478,712 +88,332 +23%
HA
12
Hays Advisory
Tennessee
$25M 429,192 +53,900 +14%
Ameriprise
13
Ameriprise
Minnesota
$23.7M 406,440 +49,481 +14%
Stifel Financial
14
Stifel Financial
Missouri
$23.3M 399,694 -34,563 -8%
TFA
15
Transamerica Financial Advisors
Florida
$21.7M 372,629 +129,106 +53%
SAM
16
Shamrock Asset Management
Texas
$21.1M 361,954 +8,033 +2%
MFS
17
MSI Financial Services
Massachusetts
$20.4M 350,893 +92,067 +36%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.6M 336,843 -23,688 -7%
CI
19
Cavalier Investments
Georgia
$18.7M 321,894 +321,894 New
Goldman Sachs
20
Goldman Sachs
New York
$15.3M 262,079 +12,076 +5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$13.9M 238,387 +4,099 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.5M 231,668 -77,878 -25%
NC
23
NewSquare Capital
Pennsylvania
$13.1M 225,849 +29,725 +15%
BFA
24
Beaumont Financial Advisors
Massachusetts
$12.7M 188,996 – –
ACM
25
Aviance Capital Management
Florida
$11.3M 193,784 +193,784 New
1
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