First Trust Health Care AlphaDEX Fund
FXH
143 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 18 closing their positions.
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
9% more funds holding
Funds holding: 131 → 143 (+12)
2.31% less ownership
Funds ownership: 49.6% → 47.29% (-2.3%)
8% less capital invested
Capital invested by funds: $517M → $477M (-$39.6M)
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
85% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $9.07M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.97M |
| 4 |
SG Americas Securities
New York
|
+$1.32M |
| 5 |
SCP
Syntal Capital Partners
Midland,
Texas
|
+$1.23M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$22.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 3 |
Morgan Stanley
New York
|
-$7.38M |
| 4 |
LPL Financial
San Diego,
California
|
-$7.16M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.44M |
FXH Hedge Fund Activity: Q4 2017 in Review
143 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2017, worth a combined $477M — down 7.7% from $517M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FXH positions and 18 closed out — a net gain of 12 holders — while 41 added to existing stakes and 46 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.27M. The largest seller was Goldman Sachs, cutting an estimated $22.7M.
- 143 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2017, up from 131 in Q3 2017.
- Funds reported $477M of First Trust Health Care AlphaDEX Fund stock for Q4 2017, down 7.7% quarter-over-quarter.
- 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2017 and 18 closed out, a net change of +12 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2017 was Ameriprise, an estimated $2.27M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2017 was Goldman Sachs, an estimated $22.7M sold.
Based on aggregated 13F filings for Q4 2017.