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First Trust Health Care AlphaDEX Fund
FXH

75 hedge funds and large institutions have $522M invested in First Trust Health Care AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 75 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.81% more ownership

Funds ownership: 0% → 58.81% (+59%)

Holders
75
Holders Change
+75
Holders Change %
–
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
75
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Concert Wealth Management
California
$487K +$477K +12,120 New
MFS
52
MSI Financial Services
Massachusetts
$446K +$442K +11,230 New
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$419K +$416K +10,553 New
DC
54
Davenport & Co
Virginia
$409K +$406K +10,305 New
LPT
55
Legacy Private Trust
Wisconsin
$402K +$399K +10,120 New
FHC
56
First Heartland Consultants
Missouri
$381K +$378K +9,589 New
BRWA
57
B. Riley Wealth Advisors
Florida
$365K +$362K +9,189 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$247K +$244K +6,208 New
AP
59
Atwood & Palmer
Missouri
$210K +$209K +5,300 New
NES
60
New England Securities
New York
$204K +$202K +5,136 New
WA
61
WFG Advisors
Texas
$201K +$199K +5,058 New
KIG
62
Kessler Investment Group
Indiana
$160K +$158K +4,019 New
SG Americas Securities
63
SG Americas Securities
New York
$111K +$110K +2,785 New
PSUF
64
People's United Financial
Connecticut
$106K +$105K +2,675 New
BIT
65
BlackRock Institutional Trust
California
$83K +$82.7K +2,100 New
RIA
66
Regal Investment Advisors
Michigan
$72K +$71.1K +1,805 New
SMA
67
Simply Money Advisors
Ohio
$40K +$40.1K +1,018 New
BTS
68
BB&T Securities
Virginia
$37.1K +$3.68M +93,542 New
US Bancorp
69
US Bancorp
Minnesota
$36K +$35.4K +900 New
HI
70
Hudock Inc
Pennsylvania
$23K +$23K +583 New
FHA
71
First Horizon Advisors
Tennessee
$22K +$22K +559 New
TIM
72
Tortoise Investment Management
New York
$14K +$13.5K +342 New
AWMS
73
Advocacy Wealth Management Services
Georgia
$2K +$2.32K +59 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$1.65K +$1.63M +41,422 New
GI
75
Gradient Investments
Minnesota
$1K +$1.02K +26 New
1 2
3

FXH Hedge Fund Activity: Q2 2013 in Review

75 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2013, worth a combined $522M.

Buyers outnumbered sellers: 75 funds opened new FXH positions and 0 closed out — a net gain of 75 holders — while 0 added to existing stakes and 0 trimmed.

  • 75 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $522M of First Trust Health Care AlphaDEX Fund stock for Q2 2013.
  • 75 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +75 holders.

Based on aggregated 13F filings for Q2 2013.