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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

186 hedge funds and large institutions have $956M invested in First Trust Health Care AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
63
Reduced
58
Closed
38
Calls
$1.19M
Puts
$24.4M
Net Calls
-$23.2M
Net Calls Change
-$1.75M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$351M
2
Morgan Stanley
Morgan Stanley
New York
+$37.5M
3
Wells Fargo
Wells Fargo
California
+$30.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.17M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$15.5M
2
NA
Navellier & Associates
Nevada
-$12.5M
3
Ameriprise
Ameriprise
Minnesota
-$12.2M
4
JAWM
J. Arnold Wealth Management
Ohio
-$5.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$351M +$351M +4,750,190 New
Morgan Stanley
2
Morgan Stanley
New York
$142M +$37.5M +507,416 +36%
Wells Fargo
3
Wells Fargo
California
$92.2M +$30.5M +412,547 +49%
Bank of America
4
Bank of America
North Carolina
$44.8M +$10.8M +146,201 +32%
UBS Group
5
UBS Group
Switzerland
$32.8M +$6.66M +90,033 +25%
LPL Financial
6
LPL Financial
California
$24.7M -$2.72M -36,797 -10%
RJA
7
Raymond James & Associates
Florida
$24.3M +$3.72M +50,342 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.3M +$8.17M +110,400 +161%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.8M +$1.01M +13,624 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.7M +$12.2K +165 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$11.1M +$4.47M +60,489 +68%
Osaic Holdings
12
Osaic Holdings
Arizona
$10.3M +$10.3M +138,718 New
Ameriprise
13
Ameriprise
Minnesota
$8.86M -$12.2M -164,309 -58%
Citadel Advisors
14
Citadel Advisors
Florida
$8.55M +$880K +11,902 +11%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.44M +$778K +10,519 +10%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.42M +$3.67M +49,636 +77%
Truist Financial
17
Truist Financial
North Carolina
$7.04M +$4.84M +65,364 +220%
DADC
18
D.A. Davidson & Co
Montana
$6.16M +$5.07M +68,535 +464%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$6.04M +$4.18M +56,509 +224%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.48M +$740K +10,009 +16%
Stifel Financial
21
Stifel Financial
Missouri
$4.95M +$837K +11,307 +20%
NC
22
NewSquare Capital
Pennsylvania
$4.85M +$4.82M +65,165 +16,291%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.16M +$471K +6,366 +13%
KPW
24
Kore Private Wealth
New York
$4.11M -$368K -4,979 -8%
ODG
25
O'Dell Group
Ohio
$4.03M +$4.03M +54,464 New
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