First Trust Health Care AlphaDEX Fund
197 hedge funds and large institutions have $1.49B invested in First Trust Health Care AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
6% more capital invested
Capital invested by funds: $1.41B → $1.49B (+$81.2M)
3% more funds holding
Funds holding: 191 → 197 (+6)
0.38% less ownership
Funds ownership: 70.33% → 69.95% (-0.38%)
3% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 67
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
99% less call options, than puts
Call options by funds: $298K | Put options by funds: $43.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.73M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$7.55M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$7.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$60M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.5M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.54M |
FXH Hedge Fund Activity: Q1 2019 in Review
197 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2019, worth a combined $1.49B — up 5.8% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FXH positions and 23 closed out — a net gain of 9 holders — while 65 added to existing stakes and 67 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was First Trust Advisors, cutting an estimated $60M.
- 197 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2019, up from 191 in Q4 2018.
- Funds reported $1.49B of First Trust Health Care AlphaDEX Fund stock for Q1 2019, up 5.8% quarter-over-quarter.
- 32 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2019 and 23 closed out, a net change of +9 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2019 was Ameriprise, an estimated $10.6M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2019 was First Trust Advisors, an estimated $60M sold.
Based on aggregated 13F filings for Q1 2019.