First Trust Health Care AlphaDEX Fund
259 hedge funds and large institutions have $898M invested in First Trust Health Care AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 15 closing their positions.
7,485% more call options, than puts
Call options by funds: $3.11M | Put options by funds: $41K
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
23% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 71
16% more capital invested
Capital invested by funds: $777M → $898M (+$121M)
5% more funds holding
Funds holding: 247 → 259 (+12)
1.38% more ownership
Funds ownership: 56.21% → 57.59% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.83M |
| 4 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
+$4.57M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.6M |
| 2 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$9.26M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.55M |
| 4 |
Goldman Sachs
New York
|
-$5.42M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.27M |
FXH Hedge Fund Activity: Q4 2022 in Review
259 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2022, worth a combined $898M — up 16% from $777M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FXH positions and 15 closed out — a net gain of 20 holders — while 87 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was Jane Street, exiting entirely with an estimated $13.6M sold.
- 259 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2022, up from 247 in Q3 2022.
- Funds reported $898M of First Trust Health Care AlphaDEX Fund stock for Q4 2022, up 16% quarter-over-quarter.
- 35 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2022 and 15 closed out, a net change of +20 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2022 was Morgan Stanley, an estimated $19.3M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q4 2022 was Jane Street, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.