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First Trust Health Care AlphaDEX Fund
FXH

75 hedge funds and large institutions have $522M invested in First Trust Health Care AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 75 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.81% more ownership

Funds ownership: 0% → 58.81% (+59%)

Holders
75
Holders Change
+75
Holders Change %
–
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
75
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$129M +$128M +3,249,270 New
Wells Fargo
2
Wells Fargo
California
$109M +$108M +2,738,755 New
U
3
UBS
Switzerland
$42.5M +$42.2M +1,070,603 New
Bank of America
4
Bank of America
North Carolina
$38.1M +$37.8M +959,552 New
LPL Financial
5
LPL Financial
California
$23M +$22.8M +580,163 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$21.2M +$21M +533,300 New
BUB
7
BBVA USA Bancshares
Texas
$17.7M +$17.6M +446,513 New
RJA
8
Raymond James & Associates
Florida
$14.3M +$14.1M +359,180 New
HA
9
Hays Advisory
Tennessee
$13.4M +$13.2M +336,220 New
PPA
10
Parametric Portfolio Associates
Washington
$12.4M +$12.3M +311,333 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.9M +$10.8M +274,276 New
HF
12
Hoxton Financial
West Virginia
$9.48M +$9.4M +238,694 New
BFA
13
Beaumont Financial Advisors
Massachusetts
$6.02M +$5.97M +151,633 New
SNC
14
Stifel Nicolaus & Co
Missouri
$5.26M +$5.22M +132,485 New
JP Morgan Chase
15
JP Morgan Chase
New York
$4.4M +$4.36M +110,791 New
B
16
Baird
Wisconsin
$4.3M +$4.27M +108,416 New
NA
17
Navellier & Associates
Nevada
$3.62M +$3.59M +91,150 New
PI
18
Placemark Investments
Illinois
$3.61M +$3.58M +90,907 New
TT
19
Tower Trust
Indiana
$3.39M +$3.36M +85,401 New
HighTower Advisors
20
HighTower Advisors
Illinois
$3.31M +$3.28M +83,387 New
HFS
21
HL Financial Services
Kentucky
$2.9M +$2.87M +72,931 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.68M +$2.66M +67,548 New
SI
23
Stephens Inc
Arkansas
$2.56M +$2.54M +64,503 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$2.53M +$2.51M +63,723 New
Ameriprise
25
Ameriprise
Minnesota
$2.37M +$2.35M +59,700 New
1
2 3

FXH Hedge Fund Activity: Q2 2013 in Review

75 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2013, worth a combined $522M.

Buyers outnumbered sellers: 75 funds opened new FXH positions and 0 closed out — a net gain of 75 holders — while 0 added to existing stakes and 0 trimmed.

  • 75 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $522M of First Trust Health Care AlphaDEX Fund stock for Q2 2013.
  • 75 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +75 holders.

Based on aggregated 13F filings for Q2 2013.