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First Trust Health Care AlphaDEX Fund

158 hedge funds and large institutions have $671M invested in First Trust Health Care AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
29
Increased
59
Reduced
39
Closed
18
Calls
$297K
Puts
$8.49M
Net Calls
-$8.19M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$158M +$27M +318,423 +21%
Wells Fargo
2
Wells Fargo
California
$91.9M +$27.3M +321,336 +42%
Bank of America
3
Bank of America
North Carolina
$45.6M -$2.65M -31,169 -5%
UBS Group
4
UBS Group
Switzerland
$37.2M +$2.59M +30,571 +7%
LPL Financial
5
LPL Financial
California
$36.7M +$9.98M +117,578 +37%
Ameriprise
6
Ameriprise
Minnesota
$32.1M +$2.38M +9,496 +8%
NA
7
Navellier & Associates
Nevada
$27.4M +$624K +7,353 +2%
RJA
8
Raymond James & Associates
Florida
$23.8M +$2.23M +26,328 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$22.9M +$4.99M +58,738 +28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12M +$369K +4,352 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.07M +$3.62M +42,703 +67%
FEG
12
Financial Enhancement Group
Indiana
$8.31M +$7.69M +90,556 +1,243%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.17M +$328K +3,859 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.34M +$2.56M +30,102 +53%
Stifel Financial
15
Stifel Financial
Missouri
$6.06M +$2.81M +33,160 +87%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$6.01M -$33.1K -392 -0.5%
BA
17
BKS Advisors
Michigan
$5.85M +$5.85M +68,895 New
Jane Street
18
Jane Street
New York
$5.75M -$131K -1,543 -2%
VCM
19
Virtue Capital Management
Tennessee
$5.29M +$5.29M +62,290 New
SAM
20
Shamrock Asset Management
Texas
$5.22M -$509K -5,992 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$5.17M +$1.75M +20,674 +51%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.66M +$190K +2,234 +4%
LFAS
23
Level Four Advisory Services
Texas
$4.42M +$104K +1,226 +2%
AG
24
Advisor Group
Arizona
$4.37M +$764K +9,002 +21%
SB
25
Suntrust Banks
Georgia
$3.97M +$2.85M +33,624 +255%