First Trust Health Care AlphaDEX Fund
FXH
130 hedge funds and large institutions have $515M invested in First Trust Health Care AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $448M → $515M (+$67.2M)
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
2.08% more ownership
Funds ownership: 47.59% → 49.66% (+2.1%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 131 → 130 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.3M |
| 2 |
Goldman Sachs
New York
|
+$9.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.06M |
| 4 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$5.33M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$14.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.12M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.59M |
| 4 |
Citigroup
New York
|
-$3.24M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$2.03M |
FXH Hedge Fund Activity: Q2 2017 in Review
130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2017, worth a combined $515M — up 15% from $448M a quarter earlier.
Fund positioning in FXH was balanced in Q2 2017: 9 funds opened new positions, 9 closed out, 48 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $14.7M.
- 130 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2017, down from 131 in Q1 2017.
- Funds reported $515M of First Trust Health Care AlphaDEX Fund stock for Q2 2017, up 15% quarter-over-quarter.
- 9 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2017 and 9 closed out, a net change of 0 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2017 was Morgan Stanley, an estimated $26.3M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q2 2017 was United Capital Financial Advisors, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2017.