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First Trust Health Care AlphaDEX Fund

147 hedge funds and large institutions have $422M invested in First Trust Health Care AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
45
Reduced
50
Closed
15
Calls
Puts
$735K
Net Calls
-$735K
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M -$10.7M -154,670 -9%
Wells Fargo
2
Wells Fargo
California
$48.1M -$8.12M -116,974 -14%
Bank of America
3
Bank of America
North Carolina
$36.5M -$13.4M -193,613 -27%
UBS Group
4
UBS Group
Switzerland
$28.7M -$12.8M -183,989 -31%
LPL Financial
5
LPL Financial
California
$18.1M -$359K -5,169 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.3M -$1.22M -17,511 -7%
RJA
7
Raymond James & Associates
Florida
$14.4M -$3.43M -49,469 -19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M -$513K -7,392 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.67M +$225K +3,238 +3%
Ameriprise
10
Ameriprise
Minnesota
$8.55M -$472K -6,842 -5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$7M -$180K -2,590 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$6.34M -$38.7K -558 -0.6%
Citadel Advisors
13
Citadel Advisors
Florida
$5.92M +$2.89M +41,604 +95%
SAM
14
Shamrock Asset Management
Texas
$4.93M +$4.91M +67,469 +26,458%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.51M -$40.7K -587 -0.9%
BA
16
BKS Advisors
Michigan
$4.14M +$41.2K +594 +1%
Goldman Sachs
17
Goldman Sachs
New York
$4.11M +$2.58M +37,212 +169%
SG Americas Securities
18
SG Americas Securities
New York
$4.06M +$1.34M +19,335 +49%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.79M +$135K +1,939 +4%
FAAS
20
First Allied Advisory Services
California
$3.78M +$2.2M +31,717 +140%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.72M -$34.1K -492 -0.9%
CS
22
Credit Suisse
Switzerland
$3.46M +$1.46M +21,055 +73%
LFAS
23
Level Four Advisory Services
Texas
$3.46M +$52.5K +757 +2%
BTS
24
BB&T Securities
Virginia
$3.18M +$1.26M +18,114 +65%
AG
25
Advisor Group
Arizona
$3.04M +$97.1K +1,398 +3%