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First Trust Health Care AlphaDEX Fund

131 hedge funds and large institutions have $448M invested in First Trust Health Care AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
33
Reduced
45
Closed
11
Calls
Puts
$6.24M
Net Calls
-$6.24M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83.7M +$267K +4,272 +0.3%
Wells Fargo
2
Wells Fargo
California
$58M +$7.37M +118,037 +15%
Bank of America
3
Bank of America
North Carolina
$46.8M +$9.34M +149,602 +25%
UBS Group
4
UBS Group
Switzerland
$33.6M +$1.78M +28,532 +6%
LPL Financial
5
LPL Financial
California
$27.7M +$1.32M +21,111 +5%
UCFA
6
United Capital Financial Advisors
Texas
$17.1M -$5.81M -93,079 -25%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.9M -$2.85M -45,583 -18%
Goldman Sachs
8
Goldman Sachs
New York
$12.7M -$7.39M -118,327 -37%
NA
9
Navellier & Associates
Nevada
$11.9M +$11.9M +190,924 New
RJA
10
Raymond James & Associates
Florida
$11M +$8.36K +134 +0.1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.44M -$5.49M -87,884 -37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.14M +$2.22M +35,627 +32%
Citigroup
13
Citigroup
New York
$8.34M +$6.04M +96,755 +262%
CS
14
Credit Suisse
Switzerland
$5.68M -$6.75M -108,150 -54%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.61M -$842K -13,492 -13%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.53M -$134K -2,140 -2%
FEG
17
Financial Enhancement Group
Indiana
$4.94M +$4.94M +79,055 New
SAM
18
SignalPoint Asset Management
Missouri
$4.78M -$2.91M -46,619 -38%
Ameriprise
19
Ameriprise
Minnesota
$4.08M -$1.02M -16,341 -20%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$3.71M +$510K +8,164 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.4M +$353K +5,663 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.37M +$2.79M +44,696 +480%
BA
23
BKS Advisors
Michigan
$3.19M +$38.3K +614 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3M -$1.04M -16,667 -26%
LFAS
25
Level Four Advisory Services
Texas
$2.88M +$204K +3,295 +8%