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First Trust Health Care AlphaDEX Fund
FXH

239 hedge funds and large institutions have $791M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $521K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

11% more funds holding

Funds holding: 216 → 239 (+23)

0% less capital invested

Capital invested by funds: $795M → $791M (-$3.24M)

1.24% less ownership

Funds ownership: 50.7% → 49.46% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
239
Holders Change
+23
Holders Change %
+10.65%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
55
Reduced
66
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.87M
3
Goldman Sachs
Goldman Sachs
New York
+$3.89M
4
KAS
Kestra Advisory Services
Texas
+$2.23M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.2M
3
IPW
IronBridge Private Wealth
Texas
-$8.23M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$7.44M
5
NA
Navellier & Associates
Nevada
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.04M +$3.89M +32,536 New
SFG
27
StrategIQ Financial Group
Indiana
$3.66M +$28.7K +240 +0.8%
FTS
28
Fifth Third Securities
Ohio
$3.59M +$884K +7,384 +34%
Citadel Advisors
29
Citadel Advisors
Florida
$3.5M +$1.96M +16,393 +139%
LNC
30
Lincoln National Corp
Pennsylvania
$3.45M -$71.1K -594 -2%
SPIA
31
Steward Partners Investment Advisory
New York
$3.42M +$8.86K +74 +0.3%
SWM
32
Spire Wealth Management
Virginia
$3.38M -$1.2M -10,018 -27%
MA
33
Mutual Advisors
Nebraska
$2.67M -$48.4K -404 -2%
PFS
34
Prospera Financial Services
Texas
$2.67M +$1.22M +10,215 +91%
GSWM
35
Golden State Wealth Management
California
$2.61M +$254K +2,119 +11%
William Blair & Company
36
William Blair & Company
Illinois
$2.57M +$37.2K +311 +2%
WP
37
WealthPLAN Partners
Nebraska
$2.39M -$120 -1 -0%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.19M +$103K +864 +5%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.15M -$1.63M -13,587 -44%
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$2.14M +$99.8K +834 +5%
NFG
41
Next Financial Group
Texas
$2.11M +$94.1K +786 +5%
DWMG
42
DB Wealth Management Group
California
$2.09M -$41.1K -343 -2%
IFG
43
Independent Financial Group
California
$2.03M +$557K +4,650 +40%
SPWM
44
Schrum Private Wealth Management
Florida
$1.88M +$1.81M +15,138 New
SFS
45
Security Financial Services
Indiana
$1.87M +$1.8M +15,079 New
AAS
46
Avantax Advisory Services
Texas
$1.82M -$7.42K -62 -0.4%
SMG
47
Smart Money Group
Texas
$1.81M -$82.9K -693 -5%
CAN
48
Cetera Advisor Networks
California
$1.79M -$164K -1,372 -9%
BPA
49
Beacon Pointe Advisors
California
$1.66M -$33.9K -283 -2%
NWM
50
Nauset Wealth Management
Connecticut
$1.61M +$1.55M +12,940 New
1
2
3 4 5

FXH Hedge Fund Activity: Q4 2021 in Review

239 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2021, worth a combined $791M — down 0.41% from $795M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FXH positions and 24 closed out — a net gain of 29 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.81M. The largest seller was Wells Fargo, cutting an estimated $10.8M.

  • 239 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2021, up from 216 in Q3 2021.
  • Funds reported $791M of First Trust Health Care AlphaDEX Fund stock for Q4 2021, down 0.41% quarter-over-quarter.
  • 53 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2021 and 24 closed out, a net change of +29 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $9.81M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.