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First Trust Health Care AlphaDEX Fund

262 hedge funds and large institutions have $905M invested in First Trust Health Care AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $735M → $905M (+$169M)

14.68% more ownership

Funds ownership: 56.03%70.71% (+15%)

5% more funds holding

Funds holding: 249262 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

61% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 121

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
47
Reduced
121
Closed
21
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
251
Global Financial Private Client
Florida
$8.91K
TIM
252
Tortoise Investment Management
New York
$5.9K
TCM
253
TD Capital Management
Tennessee
$5.2K
SAM
254
Smartleaf Asset Management
Massachusetts
$4.57K +$4.24K +44 New
BlackRock
255
BlackRock
New York
$3.31K
S
256
SignatureFD
Georgia
$3.31K
DFA
257
DHJJ Financial Advisors
Illinois
$2.08K
LFG
258
Larson Financial Group
Missouri
$2.02K
BCMLT
259
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K
ACA
260
Aptus Capital Advisors
Alabama
$1.24K -$24.4K -253 -95%
GWANC
261
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.24K
TFA
262
Transamerica Financial Advisors
Florida
$1K -$193 -2 -50%
TRCT
263
Tower Research Capital (TRC)
New York
$932 -$2.6K -27 -75%
EFL
264
ERn Financial LLC
Wisconsin
-$4.18M -43,026 Closed
SPC
265
Sigma Planning Corp
Michigan
-$3.27M -33,606 Closed
Jane Street
266
Jane Street
New York
-$2.01M -20,701 Closed
SW
267
SVB Wealth
Massachusetts
-$680K -7,000 Closed
KDA
268
Kraft Davis & Associates
Missouri
-$622K -6,519 Closed
WC
269
Waterloo Capital
Texas
-$451K -4,638 Closed
EH
270
Equitable Holdings
New York
-$412K -4,242 Closed
RFWA
271
RPg Family Wealth Advisory
Massachusetts
-$369K -3,801 Closed
UCFA
272
United Capital Financial Advisors
Texas
-$328K -3,381 Closed
IP
273
Ignite Planners
California
-$282K -2,931 Closed
WCFA
274
Walkner Condon Financial Advisors
Wisconsin
-$283K -2,916 Closed
P
275
&Partners
Tennessee
-$210K -2,162 Closed

FXH Hedge Fund Activity: Q4 2023 in Review

262 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2023, worth a combined $905M — up 23% from $735M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FXH positions and 21 closed out — a net gain of 15 holders — while 47 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was UBS Group, cutting an estimated $9.79M.

  • 262 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2023, up from 249 in Q3 2023.
  • Funds reported $905M of First Trust Health Care AlphaDEX Fund stock for Q4 2023, up 23% quarter-over-quarter.
  • 36 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2023 and 21 closed out, a net change of +15 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2023 was Morgan Stanley, an estimated $180M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2023 was UBS Group, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2023.