First Trust Health Care AlphaDEX Fund
131 hedge funds and large institutions have $517M invested in First Trust Health Care AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
1% more funds holding
Funds holding: 130 → 131 (+1)
0% more capital invested
Capital invested by funds: $515M → $517M (+$1.55M)
0.06% less ownership
Funds ownership: 49.66% → 49.6% (-0.06%)
2% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 43
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.44M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.69M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.32M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$2.79M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$18.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.18M |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$4.35M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.36M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$2.52M |
FXH Hedge Fund Activity: Q3 2017 in Review
131 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2017, worth a combined $517M — up 0.3% from $515M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FXH positions and 12 closed out — a net gain of 3 holders — while 42 added to existing stakes and 43 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.44M. The largest seller was Navellier & Associates, exiting entirely with an estimated $18.1M sold.
- 131 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2017, up from 130 in Q2 2017.
- Funds reported $517M of First Trust Health Care AlphaDEX Fund stock for Q3 2017, up 0.3% quarter-over-quarter.
- 15 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2017 and 12 closed out, a net change of +3 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2017 was Wells Fargo, an estimated $9.44M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q3 2017 was Navellier & Associates, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2017.