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First Trust Health Care AlphaDEX Fund
FXH

218 hedge funds and large institutions have $758M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $422K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $682M → $758M (+$75.7M)

4% more funds holding

Funds holding: 209 → 218 (+9)

0.7% more ownership

Funds ownership: 49.11% → 49.8% (+0.7%)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
55
Reduced
68
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.5M
2
NA
Navellier & Associates
Nevada
+$7.63M
3
FEM
Fulcrum Equity Management
Texas
+$5.6M
4
RIA
Regal Investment Advisors
Michigan
+$5.55M
5
Goldman Sachs
Goldman Sachs
New York
+$3.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.17M
2
Wells Fargo
Wells Fargo
California
-$4.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.15M
4
Bank of America
Bank of America
North Carolina
-$2.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
26
Kore Private Wealth
New York
$4.8M +$90.1K +790 +2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.68M -$351K -3,075 -7%
SWM
28
Spire Wealth Management
Virginia
$4.39M +$282K +2,468 +7%
PAG
29
Private Advisor Group
New Jersey
$4.24M +$44.4K +389 +1%
KAS
30
Kestra Advisory Services
Texas
$3.91M -$114K -1,001 -3%
Citigroup
31
Citigroup
New York
$3.51M -$657K -5,761 -16%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.5M +$82.3K +721 +2%
SFG
33
StrategIQ Financial Group
Indiana
$3.43M +$70.2K +615 +2%
SPIA
34
Steward Partners Investment Advisory
New York
$3.19M -$332K -2,908 -10%
LNC
35
Lincoln National Corp
Pennsylvania
$3.1M +$77.1K +676 +3%
FHC
36
First Heartland Consultants
Missouri
$2.92M +$138K +1,213 +5%
PCH
37
PGIM Custom Harvest
New Jersey
$2.67M – – –
WP
38
WealthPLAN Partners
Nebraska
$2.62M -$33.3K -292 -1%
FTS
39
Fifth Third Securities
Ohio
$2.46M +$90.1K +790 +4%
William Blair & Company
40
William Blair & Company
Illinois
$2.38M -$18.9K -166 -0.8%
LFAS
41
Level Four Advisory Services
Texas
$2.15M -$88.2K -773 -4%
MA
42
Mutual Advisors
Nebraska
$2.07M +$2.85K +25 +0.1%
NFG
43
Next Financial Group
Texas
$1.96M +$373K +3,267 +24%
DWMG
44
DB Wealth Management Group
California
$1.95M -$611K -5,359 -24%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.92M +$69K +605 +4%
GSWM
46
Golden State Wealth Management
California
$1.86M +$52.8K +463 +3%
WWMSC
47
Wagner Wealth Management (South Carolina)
South Carolina
$1.81M +$47.2K +414 +3%
CAN
48
Cetera Advisor Networks
California
$1.75M +$648K +5,681 +61%
BPA
49
Beacon Pointe Advisors
California
$1.71M – – –
AAS
50
Avantax Advisory Services
Texas
$1.7M -$3.77K -33 -0.2%
1
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FXH Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2021, worth a combined $758M — up 11% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 13 closed out — a net gain of 11 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was UBS Group, cutting an estimated $5.17M.

  • 218 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2021, up from 209 in Q1 2021.
  • Funds reported $758M of First Trust Health Care AlphaDEX Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2021 and 13 closed out, a net change of +11 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2021 was Morgan Stanley, an estimated $17.5M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2021 was UBS Group, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2021.