First Trust Health Care AlphaDEX Fund
FXH
130 hedge funds and large institutions have $1.68B invested in First Trust Health Care AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
11% more funds holding
Funds holding: 117 → 130 (+13)
1% less capital invested
Capital invested by funds: $1.7B → $1.68B (-$17.2M)
4.49% less ownership
Funds ownership: 68.89% → 64.41% (-4.5%)
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$136M |
| 2 |
Morgan Stanley
New York
|
+$31.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$25.5M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$3.63M |
Top Sellers
FXH Hedge Fund Activity: Q4 2014 in Review
130 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2014, worth a combined $1.68B — down 1% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FXH positions and 13 closed out — a net gain of 15 holders — while 50 added to existing stakes and 41 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $136M. The largest seller was F-Squared Investment Management, exiting entirely with an estimated $263M sold.
- 130 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2014, up from 117 in Q3 2014.
- Funds reported $1.68B of First Trust Health Care AlphaDEX Fund stock for Q4 2014, down 1% quarter-over-quarter.
- 28 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2014 and 13 closed out, a net change of +15 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2014 was First Trust Advisors, an estimated $136M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2014 was F-Squared Investment Management, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2014.