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First Trust Health Care AlphaDEX Fund

199 hedge funds and large institutions have $607M invested in First Trust Health Care AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+28
Holders Change %
+16.37%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
45
Increased
43
Reduced
76
Closed
14
Calls
$1.18M
Puts
$22.7M
Net Calls
-$21.5M
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M -$6.17M -73,240 -5%
Wells Fargo
2
Wells Fargo
California
$70.3M -$8.71M -103,386 -11%
Bank of America
3
Bank of America
North Carolina
$38.7M +$2.1M +24,912 +6%
LPL Financial
4
LPL Financial
California
$31.2M -$6.3M -74,858 -17%
UBS Group
5
UBS Group
Switzerland
$29.8M -$2.07M -24,611 -7%
Ameriprise
6
Ameriprise
Minnesota
$23.9M -$930K -11,041 -4%
RJA
7
Raymond James & Associates
Florida
$23.4M -$2.22M -26,390 -9%
FEM
8
Fulcrum Equity Management
Texas
$15.5M +$15.5M +184,281 +708,773%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.4M +$3.44M +40,911 +31%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.4M -$3.45M -40,921 -20%
NA
11
Navellier & Associates
Nevada
$12.5M +$12.5M +148,954 New
AIM
12
Astor Investment Management
Illinois
$9.7M -$5.38M -63,857 -36%
Citadel Advisors
13
Citadel Advisors
Florida
$8.73M -$1.58M -18,784 -15%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.72M -$373K -4,425 -4%
JAWM
15
J. Arnold Wealth Management
Ohio
$7.62M +$7.62M +90,544 New
Goldman Sachs
16
Goldman Sachs
New York
$7.54M +$4.23M +50,259 +128%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$7.1M +$3.42M +40,625 +93%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.1M -$345K -4,099 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.79M +$169K +2,008 +3%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.41M -$1.02M -12,143 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.39M -$2.41M -28,622 -31%
AG
22
Advisor Group
Arizona
$5.36M -$32.4K -385 -0.6%
KPW
23
Kore Private Wealth
New York
$5.09M -$10.3K -122 -0.2%
Stifel Financial
24
Stifel Financial
Missouri
$4.67M +$485K +5,766 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.61M +$574K +6,814 +14%