FXH icon

First Trust Health Care AlphaDEX Fund

197 hedge funds and large institutions have $1.49B invested in First Trust Health Care AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
32
Increased
65
Reduced
67
Closed
23
Calls
$298K
Puts
$43.3M
Net Calls
-$43M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$511M -$61.5M -804,863 -11%
Morgan Stanley
2
Morgan Stanley
New York
$189M +$1.5M +19,649 +0.8%
Wells Fargo
3
Wells Fargo
California
$156M +$9.96M +130,414 +7%
Bank of America
4
Bank of America
North Carolina
$73.3M +$5.88M +76,956 +9%
UBS Group
5
UBS Group
Switzerland
$55.5M +$3.25M +42,520 +6%
RJA
6
Raymond James & Associates
Florida
$44.8M +$4.83M +63,224 +12%
LPL Financial
7
LPL Financial
California
$41.4M -$428K -5,600 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$32.3M +$4.79M +62,686 +17%
Ameriprise
9
Ameriprise
Minnesota
$22.4M +$10.9M +142,620 +94%
AIM
10
Astor Investment Management
Illinois
$22.2M -$1.95M -25,580 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.2M +$154K +2,014 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20M +$206K +2,693 +1%
NC
13
NewSquare Capital
Pennsylvania
$17.8M +$125K +1,635 +0.7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13M -$75.7K -991 -0.6%
MML Investors Services
15
MML Investors Services
Massachusetts
$12.3M +$187K +2,445 +2%
FI
16
FormulaFolio Investments
Michigan
$10.8M +$7.73M +101,189 +251%
HFS
17
HL Financial Services
Kentucky
$10.2M -$364K -4,759 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$9.51M -$82.9K -1,085 -0.9%
ODG
19
O'Dell Group
Ohio
$8.55M +$110K +1,435 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$7.67M -$6.7M -87,670 -47%
GA
21
Gateway Advisory
New Jersey
$7.65M +$7.65M +100,088 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.43M -$140K -1,827 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.35M +$537K +7,024 +8%
AG
24
Advisor Group
Arizona
$7.27M +$318K +4,161 +5%
NA
25
NewEdge Advisors
Louisiana
$7.13M +$1.05M +13,736 +17%