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First Trust Health Care AlphaDEX Fund

191 hedge funds and large institutions have $1.41B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+33
Holders Change %
+20.89%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
61
Increased
79
Reduced
23
Closed
26
Calls
$1.06M
Puts
$41.5M
Net Calls
-$40.4M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$516M +$516M +7,493,230 New
Morgan Stanley
2
Morgan Stanley
New York
$169M +$41.3M +600,094 +32%
Wells Fargo
3
Wells Fargo
California
$131M +$56.9M +826,279 +76%
Bank of America
4
Bank of America
North Carolina
$60.8M +$23.8M +345,493 +64%
UBS Group
5
UBS Group
Switzerland
$47.1M +$16.9M +245,093 +56%
LPL Financial
6
LPL Financial
California
$37.7M +$7.96M +115,514 +27%
RJA
7
Raymond James & Associates
Florida
$36M +$16.7M +242,767 +87%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$24.8M +$6.21M +90,169 +33%
AIM
9
Astor Investment Management
Illinois
$21.8M +$21.8M +316,489 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$20.6M +$20.6M +298,405 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19M +$9.26M +134,398 +95%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.8M +$10.5M +151,863 +142%
NC
13
NewSquare Capital
Pennsylvania
$15.9M +$15.9M +231,105 New
Citadel Advisors
14
Citadel Advisors
Florida
$12.9M +$8.75M +127,096 +209%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$12.2M +$12.2M +176,516 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$11.8M +$5.17M +75,041 +78%
MML Investors Services
17
MML Investors Services
Massachusetts
$10.9M +$9.36M +135,963 +597%
Ameriprise
18
Ameriprise
Minnesota
$10.4M +$1.58M +22,926 +18%
HFS
19
HL Financial Services
Kentucky
$9.51M +$8.65M +125,648 +1,007%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8.65M +$3.76M +54,531 +77%
FEG
21
Financial Enhancement Group
Indiana
$8.32M +$11.8K +139 +0.1%
ODG
22
O'Dell Group
Ohio
$7.61M +$7.61M +110,464 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$7M +$5.61M +81,421 +403%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.82M +$866K +12,574 +15%
TRCT
25
Tower Research Capital (TRC)
New York
$6.76M +$6.62M +96,086 +4,778%