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First Trust Health Care AlphaDEX Fund

150 hedge funds and large institutions have $2.5B invested in First Trust Health Care AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
19
Increased
58
Reduced
57
Closed
13
Calls
$7.99M
Puts
$6.28M
Net Calls
+$1.71M
Net Calls Change
+$40.4M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$931M 15,399,511 +1,464,535 +11%
Morgan Stanley
2
Morgan Stanley
New York
$386M 6,388,700 -131,543 -2%
Wells Fargo
3
Wells Fargo
California
$258M 4,272,553 +155,949 +4%
Bank of America
4
Bank of America
North Carolina
$116M 1,924,605 +28,998 +2%
LPL Financial
5
LPL Financial
California
$107M 1,796,221 +863,680 +93%
UBS Group
6
UBS Group
Switzerland
$92.6M 1,531,716 -343,419 -18%
RJA
7
Raymond James & Associates
Florida
$59.7M 987,953 +106,674 +12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$38.2M 632,142 +59,151 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.8M 526,000 -65,365 -11%
Ameriprise
10
Ameriprise
Minnesota
$28.6M 473,843 +67,403 +17%
Goldman Sachs
11
Goldman Sachs
New York
$28.5M 472,097 +210,018 +80%
AIM
12
Astor Investment Management
Illinois
$27.8M 460,167 -24,762 -5%
TFA
13
Transamerica Financial Advisors
Florida
$24.1M 398,409 +25,780 +7%
CI
14
Cavalier Investments
Georgia
$19.7M 325,803 +3,909 +1%
Stifel Financial
15
Stifel Financial
Missouri
$19.7M 325,671 -74,023 -19%
MFS
16
MSI Financial Services
Massachusetts
$19.6M 324,132 -26,761 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.1M 315,295 -21,548 -6%
UCFA
18
United Capital Financial Advisors
Texas
$18.3M 303,130 -175,582 -37%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17.3M 285,381 +53,713 +23%
SG
20
Strid Group
Pennsylvania
$15.7M 258,957 +258,957 New
NC
21
NewSquare Capital
Pennsylvania
$15.1M 250,159 +24,310 +11%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$14.4M 238,303 -84 -0%
ACM
23
Aviance Capital Management
Florida
$11.9M 197,369 +3,585 +2%
BFA
24
Beaumont Financial Advisors
Massachusetts
$11.5M 191,024 +2,028 +1%
HF
25
Hoxton Financial
West Virginia
$11M 181,758 +1,980 +1%