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First Trust Health Care AlphaDEX Fund
FXH

256 hedge funds and large institutions have $911M invested in First Trust Health Care AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $891M → $911M (+$19.8M)

0.72% more ownership

Funds ownership: 57.51% → 58.23% (+0.72%)

0% more funds holding

Funds holding: 255 → 256 (+1)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

56% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $4.51M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
71
Reduced
94
Closed
19
Calls
$1.98M
Puts
$4.51M
Net Calls
-$2.53M
Net Calls Change
-$3.98M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$25.7M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$5.07M
3
Jane Street
Jane Street
New York
+$4.57M
4
CAS
Coppell Advisory Solutions
Texas
+$4.48M
5
MFG
Merit Financial Group
Georgia
+$4.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.9M
2
FAIM
Financial Advocates Investment Management
Washington
-$7.39M
3
Stifel Financial
Stifel Financial
Missouri
-$6.79M
4
WQ
Wealth Quarterback
New Jersey
-$4.76M
5
Wells Fargo
Wells Fargo
California
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$5.2M +$4.3M +40,137 +507%
EFL
27
ERn Financial LLC
Wisconsin
$4.7M -$208K -1,943 -4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.66M -$545K -5,093 -11%
LNC
29
Lincoln National Corp
Pennsylvania
$4.38M +$145K +1,358 +3%
PAG
30
Private Advisor Group
New Jersey
$4.27M -$66.4K -620 -2%
KAS
31
Kestra Advisory Services
Texas
$4.16M -$430K -4,014 -9%
PFG
32
Prosperity Financial Group
California
$4.14M -$12.6K -118 -0.3%
HFP
33
Holistic Financial Partners
Indiana
$4.13M +$176K +1,643 +5%
MTWM
34
Masso Torrence Wealth Management
New Jersey
$4.07M -$22.3K -208 -0.6%
Truist Financial
35
Truist Financial
North Carolina
$3.94M -$127K -1,184 -3%
SPC
36
Sigma Planning Corp
Michigan
$3.88M -$786K -7,338 -17%
SCA
37
Snowden Capital Advisors
New York
$3.86M -$92.3K -862 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$3.67M -$164K -1,530 -4%
SPIA
39
Steward Partners Investment Advisory
New York
$3.64M -$2.89K -27 -0.1%
NA
40
Navellier & Associates
Nevada
$3.6M +$3.56M +33,254 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$3.49M +$2.25K +21 +0.1%
AWS
42
Atria Wealth Solutions
New York
$3.45M +$206K +1,921 +6%
DADC
43
D.A. Davidson & Co
Montana
$3.44M +$321 +3 +0%
AWM
44
Apollon Wealth Management
South Carolina
$3.42M +$3.15M +29,419 +1,381%
SFG
45
StrategIQ Financial Group
Indiana
$3.36M +$34.4K +321 +1%
NA
46
NewEdge Advisors
Louisiana
$3.32M +$181K +1,692 +6%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.28M -$49.7K -464 -2%
SMF
48
Sterling Manor Financial
New York
$3.17M +$3.14M +29,289 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$432K +4,031 +17%
AWM
50
AE Wealth Management
Kansas
$2.43M +$44.9K +419 +2%
1
2
3 4 5

FXH Hedge Fund Activity: Q2 2023 in Review

256 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2023, worth a combined $911M — up 2.2% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 19 closed out — a net gain of 5 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was J. Arnold Wealth Management, adding an estimated $25.7M. The largest seller was LPL Financial, cutting an estimated $8.9M.

  • 256 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2023, up from 255 in Q1 2023.
  • Funds reported $911M of First Trust Health Care AlphaDEX Fund stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2023 and 19 closed out, a net change of +5 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2023 was J. Arnold Wealth Management, an estimated $25.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2023 was LPL Financial, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2023.