First Trust Health Care AlphaDEX Fund
FXH
266 hedge funds and large institutions have $744M invested in First Trust Health Care AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
2% more funds holding
Funds holding: 262 → 266 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 91
14.6% less ownership
Funds ownership: 70.71% → 56.11% (-15%)
18% less capital invested
Capital invested by funds: $905M → $744M (-$161M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.16M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.99M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$2.91M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$200M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.42M |
| 3 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$3.51M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.64M |
FXH Hedge Fund Activity: Q1 2024 in Review
266 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q1 2024, worth a combined $744M — down 18% from $905M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FXH positions and 21 closed out — a net gain of 9 holders — while 82 added to existing stakes and 91 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $6.27M. The largest seller was Morgan Stanley, cutting an estimated $200M.
- 266 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q1 2024, up from 262 in Q4 2023.
- Funds reported $744M of First Trust Health Care AlphaDEX Fund stock for Q1 2024, down 18% quarter-over-quarter.
- 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q1 2024 and 21 closed out, a net change of +9 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.27M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $200M sold.
Based on aggregated 13F filings for Q1 2024.