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First Trust Health Care AlphaDEX Fund

223 hedge funds and large institutions have $753M invested in First Trust Health Care AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+24
Holders Change %
+12.06%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
55
Reduced
67
Closed
16
Calls
$1.96M
Puts
$20.5M
Net Calls
-$18.5M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$180M -$2.03M -18,860 -1%
Wells Fargo
2
Wells Fargo
California
$80.9M +$2.2M +20,396 +3%
Bank of America
3
Bank of America
North Carolina
$49.6M -$938K -8,706 -2%
UBS Group
4
UBS Group
Switzerland
$39M -$3.82M -35,427 -9%
LPL Financial
5
LPL Financial
California
$36.1M +$356K +3,304 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$26.3M -$6.46M -59,914 -20%
RJA
7
Raymond James & Associates
Florida
$21.5M -$5.14M -47,699 -19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$19M +$194K +1,801 +1%
Truist Financial
9
Truist Financial
North Carolina
$17M -$3.92M -36,342 -19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.6M -$6.17M -57,251 -28%
JAWM
11
J. Arnold Wealth Management
Ohio
$12.6M +$7.1M +65,891 +130%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.6M +$112K +1,039 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$11.2M -$270K -2,501 -2%
Barclays
14
Barclays
United Kingdom
$10.1M +$10.1M +93,600 New
DADC
15
D.A. Davidson & Co
Montana
$9.29M +$394K +3,660 +4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.15M -$2.98M -27,652 -27%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.95M -$42.5K -394 -0.5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$7.9M -$5.82K -54 -0.1%
FAIM
19
Financial Advocates Investment Management
Washington
$7.85M -$47.4K -440 -0.6%
IPW
20
IronBridge Private Wealth
Texas
$6.85M +$6.85M +63,592 New
Ameriprise
21
Ameriprise
Minnesota
$6.7M +$724K +6,737 +12%
Stifel Financial
22
Stifel Financial
Missouri
$6.69M +$1.19M +11,047 +22%
NA
23
Navellier & Associates
Nevada
$5.9M +$5.9M +54,694 New
FEM
24
Fulcrum Equity Management
Texas
$5.53M +$5.12M +47,460 +1,236%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.87M -$38.5K -357 -0.8%