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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

171 hedge funds and large institutions have $535M invested in First Trust Health Care AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
76
Closed
19
Calls
$718K
Puts
$18.5M
Net Calls
-$17.8M
Net Calls Change
-$2.58M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.09M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
3
DADC
D.A. Davidson & Co
Montana
+$716K
4
AAS
Avantax Advisory Services
Texas
+$621K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$589K

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$19.1M
2
Wells Fargo
Wells Fargo
California
-$8.24M
3
Goldman Sachs
Goldman Sachs
New York
-$8.2M
4
RJA
Raymond James & Associates
Florida
-$6.26M
5
Bank of America
Bank of America
North Carolina
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M -$2.67M -36,074 -2%
Wells Fargo
2
Wells Fargo
California
$69.4M -$8.24M -111,260 -11%
LPL Financial
3
LPL Financial
California
$33M -$1.04M -14,110 -3%
Bank of America
4
Bank of America
North Carolina
$32.2M -$6.14M -82,893 -16%
UBS Group
5
UBS Group
Switzerland
$28M -$1.92M -25,917 -6%
RJA
6
Raymond James & Associates
Florida
$22.6M -$6.26M -84,546 -22%
Ameriprise
7
Ameriprise
Minnesota
$21.8M +$6.09M +82,355 +39%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.8M -$252K -3,406 -2%
AIM
9
Astor Investment Management
Illinois
$13.3M -$1.71M -23,092 -11%
MML Investors Services
10
MML Investors Services
Massachusetts
$11.6M -$139K -1,883 -1%
FI
11
FormulaFolio Investments
Michigan
$11.1M +$88.2K +1,192 +0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.67M -$1.08M -14,564 -10%
Citadel Advisors
13
Citadel Advisors
Florida
$9.06M -$2.44M -33,010 -21%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8M +$126K +1,705 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.86M -$91.6K -1,238 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.67M +$243K +3,288 +4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$5.65M +$107K +1,442 +2%
CS
18
Credit Suisse
Switzerland
$5.17M +$518K +6,997 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.94M -$369K -4,987 -7%
AG
20
Advisor Group
Arizona
$4.74M -$198K -2,670 -4%
KPW
21
Kore Private Wealth
New York
$4.43M -$14.4K -197 -0.3%
Citigroup
22
Citigroup
New York
$4.4M +$134K +1,817 +3%
LFAS
23
Level Four Advisory Services
Texas
$4.08M -$12.1K -163 -0.3%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.71M -$219K -2,962 -6%
Stifel Financial
25
Stifel Financial
Missouri
$3.69M -$354K -4,767 -9%
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