First Trust Health Care AlphaDEX Fund
FXH
252 hedge funds and large institutions have $947M invested in First Trust Health Care AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 111 reducing their positions, and 29 closing their positions.
41% more capital invested
Capital invested by funds: $674M → $947M (+$273M)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 254 → 252 (-2)
1.51% less ownership
Funds ownership: 52.64% → 51.13% (-1.5%)
64% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.66M |
| 3 |
Goldman Sachs
New York
|
+$5.31M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.41M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.15M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCA
276
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$78.9K | -705 | Closed |
|
277
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$34.8K | -311 | Closed |
|
|
BF
278
BOK Financial
Tulsa,
Oklahoma
| – | -$24.3K | -224 | Closed |
|
|
PA
279
PSI Advisors
Tampa,
Florida
| – | -$22.5K | -201 | Closed |
|
|
FAM
280
Flaharty Asset Management
Clearwater,
Florida
| – | -$10.9K | -97 | Closed |
|
|
HWM
281
Hemington Wealth Management
Falls Church,
Virginia
| – | -$9K | -85 | Closed |
|
|
TRCT
282
Tower Research Capital (TRC)
New York
| – | -$336 | -3 | Closed |
|
FXH Hedge Fund Activity: Q4 2024 in Review
252 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2024, worth a combined $947M — up 41% from $674M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FXH positions and 29 closed out — a net gain of 2 holders — while 40 added to existing stakes and 111 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.9M. The largest seller was Morgan Stanley, cutting an estimated $46.1M.
- 252 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2024, down from 254 in Q3 2024.
- Funds reported $947M of First Trust Health Care AlphaDEX Fund stock for Q4 2024, up 41% quarter-over-quarter.
- 31 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2024 and 29 closed out, a net change of +2 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2024 was Wells Fargo, an estimated $10.9M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2024 was Morgan Stanley, an estimated $46.1M sold.
Based on aggregated 13F filings for Q4 2024.