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First Trust Health Care AlphaDEX Fund
FXH

231 hedge funds and large institutions have $723M invested in First Trust Health Care AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% more ownership

Funds ownership: 49.46% → 50.01% (+0.55%)

3% less funds holding

Funds holding: 239 → 231 (-8)

9% less capital invested

Capital invested by funds: $791M → $723M (-$68.7M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

25% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 79

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
59
Reduced
79
Closed
26
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.6M
2
VCM
Virtue Capital Management
Tennessee
+$6.37M
3
Morgan Stanley
Morgan Stanley
New York
+$4.89M
4
Wells Fargo
Wells Fargo
California
+$3.02M
5
LPL Financial
LPL Financial
California
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$13M
2
Bank of America
Bank of America
North Carolina
-$4.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.03M
4
FTS
Fifth Third Securities
Ohio
-$3.59M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
251
O'Dell Group
Ohio
– -$41K -334 Closed
TCOV
252
Trust Company of Vermont
Vermont
– -$39K -315 Closed
AIM
253
Anchor Investment Management
South Carolina
– -$38.5K -310 Closed
CWS
254
Confluence Wealth Services
Pennsylvania
– -$24K -200 Closed
OIA
255
Optimum Investment Advisors
Illinois
– -$25K -200 Closed
SCA
256
Stonebridge Capital Advisors
Minnesota
– -$9K -70 Closed
CAAS
257
Capital Asset Advisory Services
Michigan
– -$7K -59 Closed
TF
258
TimeScale Financial
Massachusetts
– -$5K -44 Closed
7 8 9 10
11

FXH Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2022, worth a combined $723M — down 8.7% from $791M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FXH and 22 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 59 added.

The largest buyer was Envestnet Asset Management, adding an estimated $9.6M. The largest seller was Truist Financial, cutting an estimated $13M.

  • 231 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2022, down from 239 in Q4 2021.
  • Funds reported $723M of First Trust Health Care AlphaDEX Fund stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 22 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2022 and 26 closed out, a net change of -4 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2022 was Envestnet Asset Management, an estimated $9.6M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q1 2022 was Truist Financial, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2022.