First Trust Health Care AlphaDEX Fund
FXH
145 hedge funds and large institutions have $2.34B invested in First Trust Health Care AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 17 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
1% less funds holding
Funds holding: 146 → 145 (-1)
4.59% less ownership
Funds ownership: 73.19% → 68.6% (-4.6%)
17% less capital invested
Capital invested by funds: $2.83B → $2.34B (-$488M)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $38.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$156M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.3M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$12.9M |
| 4 |
Jane Street
New York
|
+$11.5M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$81.4M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$29.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.7M |
| 4 |
Morgan Stanley
New York
|
-$11.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.17M |
FXH Hedge Fund Activity: Q3 2015 in Review
145 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2015, worth a combined $2.34B — down 17% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXH positions and 17 closed out — a net gain of 2 holders — while 56 added to existing stakes and 49 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $81.4M.
- 145 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2015, down from 146 in Q2 2015.
- Funds reported $2.34B of First Trust Health Care AlphaDEX Fund stock for Q3 2015, down 17% quarter-over-quarter.
- 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2015 and 17 closed out, a net change of +2 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2015 was First Trust Advisors, an estimated $156M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q3 2015 was Bank of America, an estimated $81.4M sold.
Based on aggregated 13F filings for Q3 2015.