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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

131 hedge funds and large institutions have $517M invested in First Trust Health Care AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
42
Reduced
43
Closed
12
Calls
–
Puts
$3.37M
Net Calls
-$3.37M
Net Calls Change
-$3.37M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.53M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.74M
3
BTS
BB&T Securities
Virginia
+$4.36M
4
PFA
Pinnacle Family Advisors
Missouri
+$2.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.85M

Top Sellers

1
NA
Navellier & Associates
Nevada
-$18.1M
2
Bank of America
Bank of America
North Carolina
-$8.26M
3
SAM
SignalPoint Asset Management
Missouri
-$4.39M
4
LPL Financial
LPL Financial
California
-$3.39M
5
IWM
IHT Wealth Management
Illinois
-$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M +$816K +12,110 +0.7%
Wells Fargo
2
Wells Fargo
California
$65.7M +$9.53M +141,363 +17%
Bank of America
3
Bank of America
North Carolina
$46.5M -$8.26M -122,577 -15%
UBS Group
4
UBS Group
Switzerland
$44.3M -$408K -6,058 -0.9%
LPL Financial
5
LPL Financial
California
$25M -$3.39M -50,330 -12%
Goldman Sachs
6
Goldman Sachs
New York
$23.9M +$676K +10,020 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.5M +$4.74M +70,257 +34%
RJA
8
Raymond James & Associates
Florida
$18.4M +$1.42M +21,115 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.15M +17,067 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.14M -$63.5K -942 -0.8%
Stifel Financial
11
Stifel Financial
Missouri
$8.12M +$251K +3,718 +3%
BTS
12
BB&T Securities
Virginia
$7.24M +$4.36M +64,747 +152%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$6.99M +$94.8K +1,406 +1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.95M +$645K +9,562 +10%
Ameriprise
15
Ameriprise
Minnesota
$6.59M +$1.61M +23,839 +32%
Citigroup
16
Citigroup
New York
$5.75M +$142K +2,113 +3%
FEG
17
Financial Enhancement Group
Indiana
$5.72M +$209K +3,097 +4%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$5.42M +$663K +9,831 +14%
SAM
19
Shamrock Asset Management
Texas
$5.24M -$350K -5,195 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.35M +$412K +6,111 +10%
BA
21
BKS Advisors
Michigan
$3.93M +$416K +6,166 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.64M -$113K -1,669 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.56M -$140K -2,072 -4%
LFAS
24
Level Four Advisory Services
Texas
$2.99M -$123K -1,820 -4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.82M +$118K +1,747 +4%
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