First Trust Health Care AlphaDEX Fund
FXH
117 hedge funds and large institutions have $1.7B invested in First Trust Health Care AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
146% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 26
22% more capital invested
Capital invested by funds: $1.39B → $1.7B (+$312M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more funds holding
Funds holding: 104 → 117 (+13)
2.97% more ownership
Funds ownership: 65.92% → 68.89% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.5M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$36.2M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$31M |
| 4 |
Morgan Stanley
New York
|
+$26.6M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.96M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$1.5M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$806K |
| 4 |
SHA
Smith Hayes Advisers
Lincoln,
Nebraska
|
-$647K |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$642K |
FXH Hedge Fund Activity: Q3 2014 in Review
117 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2014, worth a combined $1.7B — up 22% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FXH positions and 5 closed out — a net gain of 13 holders — while 64 added to existing stakes and 26 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $45.5M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $2.96M sold.
- 117 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2014, up from 104 in Q2 2014.
- Funds reported $1.7B of First Trust Health Care AlphaDEX Fund stock for Q3 2014, up 22% quarter-over-quarter.
- 18 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2014 and 5 closed out, a net change of +13 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2014 was First Trust Advisors, an estimated $45.5M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q3 2014 was Financial Management Professionals, an estimated $2.96M sold.
Based on aggregated 13F filings for Q3 2014.