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First Trust Health Care AlphaDEX Fund

130 hedge funds and large institutions have $515M invested in First Trust Health Care AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
48
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 1,750,211 +408,776 +30%
Wells Fargo
2
Wells Fargo
California
$55.7M 833,137 -95,261 -10%
Bank of America
3
Bank of America
North Carolina
$54.3M 811,939 +62,855 +8%
UBS Group
4
UBS Group
Switzerland
$44.4M 663,503 +125,443 +23%
LPL Financial
5
LPL Financial
California
$28.1M 420,402 -24,017 -5%
Goldman Sachs
6
Goldman Sachs
New York
$23M 344,371 +141,025 +69%
NA
7
Navellier & Associates
Nevada
$18.1M 270,306 +79,382 +42%
RJA
8
Raymond James & Associates
Florida
$16.8M 251,082 +74,872 +42%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.7M 204,825 -2,479 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.23M 138,095 -8,255 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.14M 121,652 -29,589 -20%
Stifel Financial
12
Stifel Financial
Missouri
$7.79M 116,641 +80,213 +220%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$6.84M 102,224 +12,390 +14%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.25M 93,524 +4,969 +6%
Citigroup
15
Citigroup
New York
$5.56M 83,124 -50,497 -38%
SAM
16
Shamrock Asset Management
Texas
$5.55M 82,968 +82,968 New
FEG
17
Financial Enhancement Group
Indiana
$5.47M 81,798 +2,743 +3%
SAM
18
SignalPoint Asset Management
Missouri
$5.1M 76,259 -295 -0.4%
Ameriprise
19
Ameriprise
Minnesota
$4.94M 73,892 +8,471 +13%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$4.71M 70,511 +11,024 +19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.9M 58,330 +3,938 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.72M 55,630 +1,620 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.67M 54,892 +6,842 +14%
BA
24
BKS Advisors
Michigan
$3.49M 52,123 +1,077 +2%
UCFA
25
United Capital Financial Advisors
Texas
$2.96M 44,214 -229,192 -84%