First Trust Health Care AlphaDEX Fund
FXH
143 hedge funds and large institutions have $2.39B invested in First Trust Health Care AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
86% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 35
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
42% more capital invested
Capital invested by funds: $1.68B → $2.39B (+$705M)
10% more funds holding
Funds holding: 130 → 143 (+13)
3.25% more ownership
Funds ownership: 64.41% → 67.66% (+3.3%)
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$249M |
| 2 |
Morgan Stanley
New York
|
+$34.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34.4M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$33.9M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.9M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.3M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$8.71M |
| 3 |
Citigroup
New York
|
-$5.77M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.51M |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$3.21M |
FXH Hedge Fund Activity: Q1 2015 in Review
143 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2015, worth a combined $2.39B — up 42% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXH positions and 13 closed out — a net gain of 16 holders — while 65 added to existing stakes and 35 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $249M. The largest seller was Bank of America, cutting an estimated $12.3M.
- 143 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2015, up from 130 in Q4 2014.
- Funds reported $2.39B of First Trust Health Care AlphaDEX Fund stock for Q1 2015, up 42% quarter-over-quarter.
- 29 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2015 and 13 closed out, a net change of +16 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2015 was First Trust Advisors, an estimated $249M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2015 was Bank of America, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2015.