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First Trust Health Care AlphaDEX Fund

247 hedge funds and large institutions have $777M invested in First Trust Health Care AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $857K

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 68

5% more capital invested

Capital invested by funds: $738M → $777M (+$38.9M)

3% more funds holding

Funds holding: 239247 (+8)

2.75% more ownership

Funds ownership: 53.46%56.21% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
84
Reduced
68
Closed
21
Calls
$2.96M
Puts
$857K
Net Calls
+$2.11M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.82M +$230K +2,181 +13%
CAN
52
Cetera Advisor Networks
California
$1.74M +$212K +2,012 +13%
SA
53
SFI Advisors
New Jersey
$1.71M +$1.85M +17,596 New
MA
54
Mutual Advisors
Nebraska
$1.7M -$73.3K -696 -4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.7M -$95.2K -904 -5%
WWMSC
56
Wagner Wealth Management (South Carolina)
South Carolina
$1.59M -$98K -931 -5%
IFG
57
Independent Financial Group
California
$1.56M -$18.1K -172 -1%
NA
58
NewEdge Advisors
Louisiana
$1.55M +$220K +2,092 +15%
SPWM
59
Schrum Private Wealth Management
Florida
$1.47M -$105 -1 -0%
SFS
60
Security Financial Services
Indiana
$1.47M
MML Investors Services
61
MML Investors Services
Massachusetts
$1.47M +$72.3K +687 +5%
DADC
62
D.A. Davidson & Co
Montana
$1.46M +$324K +3,077 +26%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$1.4M +$873K +8,288 +136%
SMG
64
Smart Money Group
Texas
$1.38M -$32.5K -309 -2%
IAN
65
Integrated Advisors Network
Texas
$1.35M +$212K +2,012 +17%
HI
66
Harbour Investments
Wisconsin
$1.3M
EA
67
Eudaimonia Advisors
Tennessee
$1.27M +$57.4K +545 +4%
EP
68
Eudaimonia Partners
Tennessee
$1.27M +$113K +1,077 +9%
CA
69
CoreCap Advisors
Michigan
$1.27M +$440K +4,176 +47%
FPGK
70
Financial Partners Group (Kansas)
Kansas
$1.26M +$11.6K +110 +0.9%
WWM
71
Western Wealth Management
Colorado
$1.23M +$3.37K +32 +0.3%
CA
72
Cetera Advisors
Colorado
$1.19M -$64.9K -616 -5%
BRWA
73
B. Riley Wealth Advisors
Florida
$1.17M +$84.6K +804 +7%
CS
74
Comerica Securities
Michigan
$1.17M +$28.4K +270 +2%
JP Morgan Chase
75
JP Morgan Chase
New York
$1.15M

FXH Hedge Fund Activity: Q3 2022 in Review

247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2022, worth a combined $777M — up 5.3% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FXH positions and 21 closed out — a net gain of 9 holders — while 84 added to existing stakes and 68 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.7M. The largest seller was Morgan Stanley, cutting an estimated $6.1M.

  • 247 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2022, up from 239 in Q2 2022.
  • Funds reported $777M of First Trust Health Care AlphaDEX Fund stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 30 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2022 and 21 closed out, a net change of +9 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2022 was Jane Street, an estimated $14.7M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q3 2022 was Morgan Stanley, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2022.