First Trust Health Care AlphaDEX Fund
FXH
254 hedge funds and large institutions have $674M invested in First Trust Health Care AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 94 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 56.11% → 55.29% (-0.82%)
5% less funds holding
Funds holding: 266 → 254 (-12)
9% less capital invested
Capital invested by funds: $744M → $674M (-$70M)
32% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 94
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$9.38M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.57M |
| 3 |
Jane Street
New York
|
+$1.55M |
| 4 |
RVPG
Relative Value Partners Group
|
+$1.07M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.42M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.41M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$2.2M |
FXH Hedge Fund Activity: Q2 2024 in Review
254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q2 2024, worth a combined $674M — down 9.4% from $744M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FXH and 13 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 64 added.
The largest buyer was PGIM Custom Harvest, adding an estimated $9.38M. The largest seller was Morgan Stanley, cutting an estimated $10.8M.
- 254 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q2 2024, down from 266 in Q1 2024.
- Funds reported $674M of First Trust Health Care AlphaDEX Fund stock for Q2 2024, down 9.4% quarter-over-quarter.
- 13 funds opened new First Trust Health Care AlphaDEX Fund positions in Q2 2024 and 20 closed out, a net change of -7 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q2 2024 was PGIM Custom Harvest, an estimated $9.38M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q2 2024 was Morgan Stanley, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2024.