First Trust Health Care AlphaDEX Fund
191 hedge funds and large institutions have $1.42B invested in First Trust Health Care AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 23 reducing their positions, and 25 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 23
144% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 25
112% more capital invested
Capital invested by funds: $670M → $1.42B (+$751M)
22% more funds holding
Funds holding: 157 → 191 (+34)
20.65% more ownership
Funds ownership: 49.85% → 70.5% (+21%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
97% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $41.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$568M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$62.6M |
| 3 |
Morgan Stanley
New York
|
+$45.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$26.2M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$27.4M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$5.22M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$3.95M |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$3.04M |
| 5 |
BA
BKS Advisors
Southfield,
Michigan
|
-$1.71M |
FXH Hedge Fund Activity: Q4 2018 in Review
191 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2018, worth a combined $1.42B — up 112% from $670M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FXH positions and 25 closed out — a net gain of 36 holders — while 79 added to existing stakes and 23 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $568M. The largest seller was Navellier & Associates, exiting entirely with an estimated $27.4M sold.
- 191 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2018, up from 157 in Q3 2018.
- Funds reported $1.42B of First Trust Health Care AlphaDEX Fund stock for Q4 2018, up 112% quarter-over-quarter.
- 61 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2018 and 25 closed out, a net change of +36 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2018 was First Trust Advisors, an estimated $568M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2018 was Navellier & Associates, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2018.