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First Trust Health Care AlphaDEX Fund
FXH

Overview Fund Activity

199 hedge funds and large institutions have $666M invested in First Trust Health Care AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 23 closing their positions.

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
82
Closed
23
Calls
$2.34M
Puts
$36.9M
Net Calls
-$34.6M
Net Calls Change
-$26.5M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$28.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$17.3M
4
JAWM
4
J. Arnold Wealth Management
Ohio
$4.81M
5
LPL Financial
5
LPL Financial
California
$31.4M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.38M
2
Morgan Stanley
2
Morgan Stanley
New York
$160M
3
ODG
3
O'Dell Group
Ohio
$0
4
Wells Fargo
4
Wells Fargo
California
$69.2M
5
RJA
5
Raymond James & Associates
Florida
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$160M 1,693,351 -72,357 -4%
Wells Fargo
2
Wells Fargo
California
$69.2M 729,992 -61,024 -8%
Bank of America
3
Bank of America
North Carolina
$44.4M 468,813 -40,377 -8%
UBS Group
4
UBS Group
Switzerland
$37.7M 397,613 -44,082 -10%
LPL Financial
5
LPL Financial
California
$31.4M 331,710 +21,460 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$28.8M 304,290 +38,352 +14%
RJA
7
Raymond James & Associates
Florida
$23.5M 247,618 -51,356 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.2M 202,340 +54,838 +37%
Truist Financial
9
Truist Financial
North Carolina
$18.4M 193,982 +10,520 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$17.3M 182,709 +34,326 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.6M 174,858 +14,608 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$10.1M 106,662 -48,440 -31%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.1M 106,675 +6,905 +7%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$9.78M 103,266 -20,565 -17%
DADC
15
D.A. Davidson & Co
Montana
$7.82M 82,511 +10,066 +14%
FEG
16
Financial Enhancement Group
Indiana
$7.23M 76,352 -40,109 -34%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.03M 74,189 +1,424 +2%
FAIM
18
Financial Advocates Investment Management
Washington
$6.94M 73,280 -16,383 -18%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$6.87M 73,326 -935 -1%
Ameriprise
20
Ameriprise
Minnesota
$5.27M 55,596 -12,985 -19%
Stifel Financial
21
Stifel Financial
Missouri
$4.84M 51,063 -25,839 -34%
JAWM
22
J. Arnold Wealth Management
Ohio
$4.81M 50,815 +28,403 +127%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.31M 45,468 +1,272 +3%
CS
24
Credit Suisse
Switzerland
$3.99M 42,060 – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.9M 41,161 -21,807 -35%
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