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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
CI
251
CX Institutional
Indiana
-$467K -4,529 Closed
Marshall Wace
252
Marshall Wace
United Kingdom
-$340K -3,300 Closed
AWM
253
Axxcess Wealth Management
California
-$251K -2,438 Closed
NWMG
254
National Wealth Management Group
Ohio
-$240K -2,331 Closed
BJL
255
Brighton Jones LLC
Washington
-$236K -2,292 Closed
TA
256
TruWealth Advisors
Louisiana
-$214K -2,075 Closed
KWS
257
Keystone Wealth Services
California
-$210K -2,034 Closed
QCM
258
Quantinno Capital Management
New York
-$208K -2,019 Closed
SWP
259
Summit Wealth Partners
Florida
-$207K -2,004 Closed
CCA
260
Clearwater Capital Advisors
Illinois
-$206K -2,000 Closed
CIBC World Market
261
CIBC World Market
Ontario, Canada
-$204K -1,975 Closed
HFS
262
Howard Financial Services
Texas
-$201K -1,950 Closed
VVP
263
Venture Visionary Partners
Ohio
-$144K -1,392 Closed
TCWM
264
Total Clarity Wealth Management
Illinois
-$134K -1,295 Closed
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
-$72K -697 Closed
CA
266
Clearstead Advisors
Ohio
-$48K -464 Closed
GFP
267
Gryphon Financial Partners
Ohio
-$32K -309 Closed
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
-$19K -184 Closed
JPLA
269
Joseph P. Lucia & Associates
New York
-$15K -150 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.