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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
DWMG
76
DB Wealth Management Group
California
$1.15M -$4.42K -42 -0.4%
APA
77
American Portfolios Advisors
New York
$1.14M +$155K +1,473 +14%
WI
78
Wintrust Investments
Illinois
$1.11M -$29.8K -283 -2%
WIM
79
WealthPlan Investment Management
Nebraska
$1.04M +$1.01M +9,630 New
IA
80
IFG Advisory
Georgia
$1.04M +$200K +1,895 +22%
LSPW
81
Lake Street Private Wealth
Illinois
$1.03M -$35.8K -340 -3%
CFD
82
Creative Financial Designs
Indiana
$994K +$32.6K +310 +3%
LFAS
83
Level Four Advisory Services
Texas
$959K +$93K +883 +10%
SAM
84
SignalPoint Asset Management
Missouri
$916K -$632 -6 -0.1%
SF
85
Synovus Financial
Georgia
$874K -$20.1K -191 -2%
SWM
86
Spire Wealth Management
Virginia
$870K -$1.4M -13,258 -60%
AWA
87
Arkadios Wealth Advisors
Georgia
$861K -$3.47K -33 -0.4%
PFS
88
Prospera Financial Services
Texas
$826K +$102K +971 +13%
RPGK
89
Retirement Planning Group (Kansas)
Kansas
$814K +$24K +228 +3%
FIA
90
Foundations Investment Advisors
Arizona
$798K -$39.9K -379 -4%
Simplex Trading
91
Simplex Trading
Illinois
$771K +$249K +2,368 +42%
FHA
92
Flagship Harbor Advisors
Massachusetts
$766K +$30.6K +291 +4%
OIA
93
OneDigital Investment Advisors
Kansas
$763K +$9.9K +94 +1%
AWM
94
Apollon Wealth Management
South Carolina
$761K +$602K +5,714 +270%
FTUS
95
Flow Traders U.S.
New York
$740K +$801K +7,610 New
ONB
96
Old National Bancorp
Indiana
$732K +$5.26K +50 +0.7%
MCM
97
MAI Capital Management
Ohio
$731K -$10.7K -102 -1%
BPA
98
Beacon Pointe Advisors
California
$723K -$24.6K -234 -3%
SI
99
Stephens Inc
Arkansas
$723K
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$723K +$4.63K +44 +0.6%

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.