First Trust Health Care AlphaDEX Fund
226 hedge funds and large institutions have $755M invested in First Trust Health Care AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 16 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
175% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 16
13% more capital invested
Capital invested by funds: $667M → $755M (+$88M)
12% more funds holding
Funds holding: 201 → 226 (+25)
0.21% less ownership
Funds ownership: 52.06% → 51.84% (-0.21%)
15% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 67
90% less call options, than puts
Call options by funds: $1.96M | Put options by funds: $20.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$9.52M |
| 2 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$6.7M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$5.56M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$4.83M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$18.2M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$6.11M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.09M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.82M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.85M |
FXH Hedge Fund Activity: Q4 2020 in Review
226 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2020, worth a combined $755M — up 13% from $667M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FXH positions and 16 closed out — a net gain of 28 holders — while 57 added to existing stakes and 67 trimmed.
The largest buyer was Barclays, opening a new position worth an estimated $9.52M. The largest seller was Citadel Advisors, cutting an estimated $18.2M.
- 226 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2020, up from 201 in Q3 2020.
- Funds reported $755M of First Trust Health Care AlphaDEX Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 44 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2020 and 16 closed out, a net change of +28 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2020 was Barclays, an estimated $9.52M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2020 was Citadel Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q4 2020.