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First Trust Health Care AlphaDEX Fund
FXH

218 hedge funds and large institutions have $758M invested in First Trust Health Care AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $422K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $682M → $758M (+$75.7M)

4% more funds holding

Funds holding: 209 → 218 (+9)

0.7% more ownership

Funds ownership: 49.11% → 49.8% (+0.7%)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
55
Reduced
68
Closed
13
Calls
$1.39M
Puts
$422K
Net Calls
+$972K
Net Calls Change
+$42.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.5M
2
NA
Navellier & Associates
Nevada
+$7.63M
3
FEM
Fulcrum Equity Management
Texas
+$5.6M
4
RIA
Regal Investment Advisors
Michigan
+$5.55M
5
Goldman Sachs
Goldman Sachs
New York
+$3.29M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.17M
2
Wells Fargo
Wells Fargo
California
-$4.61M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.15M
4
Bank of America
Bank of America
North Carolina
-$2.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$973K -$3.15M -27,570 -77%
DADC
77
D.A. Davidson & Co
Montana
$945K +$75.9K +665 +9%
SI
78
Stephens Inc
Arkansas
$935K -$38.2K -335 -4%
ONB
79
Old National Bancorp
Indiana
$909K – – –
SF
80
Synovus Financial
Georgia
$909K +$888K +7,779 New
SWAG
81
Spectrum Wealth Advisory Group
California
$889K – – –
SW
82
SVB Wealth
Massachusetts
$867K – – –
Prudential Financial
83
Prudential Financial
New Jersey
$862K +$35.6K +312 +4%
SS
84
Sunbelt Securities
Texas
$861K -$115K -1,010 -12%
JCM
85
Jacobi Capital Management
Pennsylvania
$860K – – –
JAWM
86
J. Arnold Wealth Management
Ohio
$854K +$70.5K +618 +9%
NA
87
NewEdge Advisors
Louisiana
$826K +$102K +897 +15%
WWM
88
Western Wealth Management
Colorado
$793K +$8.1K +71 +1%
AWAP
89
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$757K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$751K +$17.1K +150 +2%
SPC
91
Sigma Planning Corp
Michigan
$743K -$9.47K -83 -1%
HCIA
92
Hochman Cole Investment Advisors
Illinois
$722K -$29.1K -255 -4%
SWM
93
SeaCrest Wealth Management
New York
$714K – – –
MOS
94
MGO One Seven
Ohio
$712K -$73K -640 -10%
AFP
95
Ausdal Financial Partners
Iowa
$691K -$55.3K -485 -8%
TWM
96
Tradition Wealth Management
Minnesota
$675K -$5.48K -48 -0.8%
P
97
&Partners
Tennessee
$662K – – –
PFA
98
Plotkin Financial Advisors
Maryland
$649K +$633K +5,545 New
IAN
99
Integrated Advisors Network
Texas
$649K +$632K +5,538 New
Renaissance Technologies
100
Renaissance Technologies
New York
$621K +$605K +5,300 New
2 3
4
5 6

FXH Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2021, worth a combined $758M — up 11% from $682M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXH positions and 13 closed out — a net gain of 11 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was UBS Group, cutting an estimated $5.17M.

  • 218 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2021, up from 209 in Q1 2021.
  • Funds reported $758M of First Trust Health Care AlphaDEX Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 24 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2021 and 13 closed out, a net change of +11 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2021 was Morgan Stanley, an estimated $17.5M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q2 2021 was UBS Group, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2021.