We are live on ! Find out more
FXH icon

First Trust Health Care AlphaDEX Fund

247 hedge funds and large institutions have $777M invested in First Trust Health Care AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $857K

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

5% more capital invested

Capital invested by funds: $738M → $777M (+$38.9M)

3% more funds holding

Funds holding: 239247 (+8)

2.75% more ownership

Funds ownership: 53.46%56.21% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
84
Reduced
68
Closed
21
Calls
$2.96M
Puts
$857K
Net Calls
+$2.11M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
226
GPS Wealth Strategies Group
Colorado
$13K -$5.16K -49 -27%
HCP
227
Hexagon Capital Partners
Arkansas
$13K
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
RIA
229
Realta Investment Advisors
Delaware
$11K +$12.1K +115 New
EWM
230
EPG Wealth Management
Georgia
$10K +$10.7K +102 New
GEA
231
Glen Eagle Advisors
New Jersey
$9.72K -$10.5K -100 -50%
GFPC
232
Global Financial Private Client
Florida
$8.55K
TFA
233
Transamerica Financial Advisors
Florida
$6K -$211 -2 -4%
SPWG
234
Sage Private Wealth Group
Illinois
$6K
TIM
235
Tortoise Investment Management
New York
$6K
JFA
236
JNBA Financial Advisors
Minnesota
$5K
TCM
237
TD Capital Management
Tennessee
$5K +$5.26K +50 New
BlackRock
238
BlackRock
New York
$3K
RA
239
Rise Advisors
New York
$3K
S
240
SignatureFD
Georgia
$3K
BCMLT
241
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K -$105 -1 -6%
FRA
242
Front Row Advisors
California
$2K
LFG
243
Larson Financial Group
Missouri
$2K
ACA
244
Aptus Capital Advisors
Alabama
$1K
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$737 +$548K +5,203 +271%
MOS
247
MGO One Seven
Ohio
$671 -$41.8K -397 -5%
WIM
248
Westside Investment Management
California
$30
NA
249
Navellier & Associates
Nevada
-$5.36M -52,000 Closed
FEM
250
Fulcrum Equity Management
Texas
-$2.02M -19,642 Closed

FXH Hedge Fund Activity: Q3 2022 in Review

247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2022, worth a combined $777M — up 5.3% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FXH positions and 21 closed out — a net gain of 9 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $6.1M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $777M of First Trust Health Care AlphaDEX Fund stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2022 and 21 closed out, a net change of +9 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2022 was Jane Street, an estimated $14.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q3 2022 was Morgan Stanley, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2022.