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First Trust Health Care AlphaDEX Fund
FXH

130 hedge funds and large institutions have $515M invested in First Trust Health Care AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

15% more capital invested

Capital invested by funds: $448M → $515M (+$67.2M)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

2.08% more ownership

Funds ownership: 47.59% → 49.66% (+2.1%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 131 → 130 (-1)

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
48
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
Goldman Sachs
Goldman Sachs
New York
+$9.06M
3
UBS Group
UBS Group
Switzerland
+$8.06M
4
SAM
Shamrock Asset Management
Texas
+$5.33M
5
Stifel Financial
Stifel Financial
Missouri
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$14.7M
2
Wells Fargo
Wells Fargo
California
-$6.12M
3
CS
Credit Suisse
Switzerland
-$5.59M
4
Citigroup
Citigroup
New York
-$3.24M
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
126
Mosaic Family Wealth
Missouri
$6K -$1.28K -20 -18%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
FFC
128
First Financial Corp
Indiana
$5K – – –
JFA
129
JNBA Financial Advisors
Minnesota
$4K – – –
First Manhattan
130
First Manhattan
New York
$1K +$1.48K +23 New
IWM
131
IHT Wealth Management
Illinois
$36 +$1.52M +23,678 +161%
Wolverine Trading
132
Wolverine Trading
Illinois
– -$2.03M -32,376 Closed
HFS
133
HL Financial Services
Kentucky
– -$1.49M -23,879 Closed
IAA
134
Ironsides Asset Advisors
North Carolina
– -$947K -15,165 Closed
PFA
135
Pinnacle Family Advisors
Missouri
– -$852K -13,655 Closed
MIAN
136
Mariner Independent Advisor Network
Kansas
– -$512K -8,200 Closed
Barclays
137
Barclays
United Kingdom
– -$75K -1,200 Closed
CAL
138
Capital Advisors Ltd
Ohio
– -$24K -387 Closed
BC
139
Bartlett & Co
Ohio
– -$8K -126 Closed
GI
140
Gradient Investments
Minnesota
– -$4K -67 Closed
2 3 4 5
6

FXH Hedge Fund Activity: Q2 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2017, worth a combined $515M — up 15% from $448M a quarter earlier.

Fund positioning in FXH was balanced in Q2 2017: 9 funds opened new positions, 9 closed out, 48 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $14.7M.

  • 130 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2017, down from 131 in Q1 2017.
  • Funds reported $515M of First Trust Health Care AlphaDEX Fund stock for Q2 2017, up 15% quarter-over-quarter.
  • 9 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2017 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2017 was Morgan Stanley, an estimated $26.3M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2017 was United Capital Financial Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2017.