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 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 107 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
0% more capital invested
Capital invested by funds: $674M → $674M (+$439K)
0% more funds holding
Funds holding: 254 → 254 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.66% less ownership
Funds ownership: 55.29% → 52.64% (-2.7%)
55% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$3.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.81M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.85M |
| 4 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$1.28M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.06M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.82M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.16M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.07M |
| 5 |
Morgan Stanley
New York
|
-$3.58M |
FXH Hedge Fund Activity: Q3 2024 in Review
254 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q3 2024, worth a combined $674M — up 0.07% from $674M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXH positions and 17 closed out — a net gain of 2 holders — while 48 added to existing stakes and 107 trimmed.
The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $3.94M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $9.06M sold.
- 254 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $674M of First Trust Health Care AlphaDEX Fund stock for Q3 2024, up 0.07% quarter-over-quarter.
- 19 funds opened new First Trust Health Care AlphaDEX Fund positions in Q3 2024 and 17 closed out, a net change of +2 holders.
- The largest First Trust Health Care AlphaDEX Fund buyer in Q3 2024 was Kingswood Wealth Advisors, an estimated $3.94M added.
- The largest First Trust Health Care AlphaDEX Fund seller in Q3 2024 was Janney Montgomery Scott, an estimated $9.06M sold.
Based on aggregated 13F filings for Q3 2024.