First Trust Health Care AlphaDEX Fund
FXH
150 hedge funds and large institutions have $2.5B invested in First Trust Health Care AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 57 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
27% more call options, than puts
Call options by funds: $7.99M | Put options by funds: $6.28M
7% more capital invested
Capital invested by funds: $2.34B → $2.5B (+$155M)
3.83% more ownership
Funds ownership: 68.6% → 72.42% (+3.8%)
3% more funds holding
Funds holding: 145 → 150 (+5)
2% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 57
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$87.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$51.6M |
| 3 |
Goldman Sachs
New York
|
+$12.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.31M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$25M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$21.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20.5M |
| 4 |
Jane Street
New York
|
-$10.9M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.5M |
FXH Hedge Fund Activity: Q4 2015 in Review
150 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2015, worth a combined $2.5B — up 6.6% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXH positions and 13 closed out — a net gain of 6 holders — while 58 added to existing stakes and 57 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $87.5M. The largest seller was Hays Advisory, cutting an estimated $25M.
- 150 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2015, up from 145 in Q3 2015.
- Funds reported $2.5B of First Trust Health Care AlphaDEX Fund stock for Q4 2015, up 6.6% quarter-over-quarter.
- 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2015 and 13 closed out, a net change of +6 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2015 was First Trust Advisors, an estimated $87.5M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2015 was Hays Advisory, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2015.