First Trust Health Care AlphaDEX Fund
148 hedge funds and large institutions have $477M invested in First Trust Health Care AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $422M → $477M (+$54.7M)
3.3% more ownership
Funds ownership: 45.54% → 48.84% (+3.3%)
1% more funds holding
Funds holding: 147 → 148 (+1)
34% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 56
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $527K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$22.8M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$9.48M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.96M |
| 5 |
Jane Street
New York
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BKS Advisors
Southfield,
Michigan
|
-$4.14M |
| 2 |
SG Americas Securities
New York
|
-$3.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.26M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.81M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.77M |
FXH Hedge Fund Activity: Q2 2018 in Review
148 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2018, worth a combined $477M — up 13% from $422M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FXH positions and 13 closed out — a net gain of 3 holders — while 37 added to existing stakes and 56 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $22.8M. The largest seller was BKS Advisors, exiting entirely with an estimated $4.14M sold.
- 148 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2018, up from 147 in Q1 2018.
- Funds reported $477M of First Trust Health Care AlphaDEX Fund stock for Q2 2018, up 13% quarter-over-quarter.
- 16 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2018 and 13 closed out, a net change of +3 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2018 was Navellier & Associates, an estimated $22.8M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q2 2018 was BKS Advisors, an estimated $4.14M sold.
Based on aggregated 13F filings for Q2 2018.