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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
CFGS
101
Concourse Financial Group Securities
Alabama
$614K -$4.56K -40 -0.8%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$569K +$175K +1,530 +46%
KWM
103
Kingsview Wealth Management
Oregon
$560K -$2.4K -21 -0.4%
Creative Planning
104
Creative Planning
Kansas
$551K -$7.64K -67 -1%
MIM
105
MTM Investment Management
South Carolina
$550K -$799 -7 -0.1%
DWM
106
Doyle Wealth Management
Florida
$549K – – –
GTAM
107
Global Trust Asset Management
Florida
$545K +$91.3K +800 +21%
HI
108
Harbour Investments
Wisconsin
$507K -$447K -3,914 -47%
NFC
109
Northeast Financial Consultants
Connecticut
$498K – – –
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$478K -$289K -2,531 -38%
FTUS
111
Flow Traders U.S.
New York
$469K -$272K -2,386 -37%
AWM
112
AE Wealth Management
Kansas
$433K -$10.4K -91 -2%
CF
113
Centaurus Financial
California
$427K -$3.99K -35 -1%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$411K +$401K +3,512 New
LIM
115
Leavell Investment Management
Alabama
$396K – – –
SWMP
116
Signature Wealth Management Partners
New Jersey
$393K – – –
CBFP
117
Cedar Brook Financial Partners
Ohio
$338K -$2.51K -22 -0.8%
IA
118
Insight Advisors
Pennsylvania
$326K -$19.2K -168 -6%
AIC
119
Ameritas Investment Company
Nebraska
$302K +$267K +2,340 +2,053%
CRI
120
Colonial River Investments
Virginia
$300K -$49.7K -436 -15%
BAM
121
Belpointe Asset Management
Nevada
$297K +$41.6K +365 +17%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$296K – – –
BA
123
Ballew Advisors
Mississippi
$293K -$285K -2,494 -50%
RIL
124
Rothschild Investment LLC
Illinois
$293K – – –
CFA
125
Cahill Financial Advisors
Minnesota
$288K – – –
3 4
5
6 7

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.