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First Trust Health Care AlphaDEX Fund
FXH

239 hedge funds and large institutions have $791M invested in First Trust Health Care AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $521K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

11% more funds holding

Funds holding: 216 → 239 (+23)

0% less capital invested

Capital invested by funds: $795M → $791M (-$3.24M)

1.24% less ownership

Funds ownership: 50.7% → 49.46% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
239
Holders Change
+23
Holders Change %
+10.65%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
55
Reduced
66
Closed
24
Calls
$1.8M
Puts
$521K
Net Calls
+$1.28M
Net Calls Change
+$5.08M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.81M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.87M
3
Goldman Sachs
Goldman Sachs
New York
+$3.89M
4
KAS
Kestra Advisory Services
Texas
+$2.23M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.2M
3
IPW
IronBridge Private Wealth
Texas
-$8.23M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$7.44M
5
NA
Navellier & Associates
Nevada
-$7.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$629K +$470K +3,923 +344%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$623K +$600K +5,017 New
KWM
103
Kingsview Wealth Management
Oregon
$587K – – –
MIM
104
MTM Investment Management
South Carolina
$583K – – –
DWM
105
Doyle Wealth Management
Florida
$582K – – –
FTUS
106
Flow Traders U.S.
New York
$574K -$2.36M -19,679 -81%
CFGS
107
Concourse Financial Group Securities
Alabama
$560K -$138K -1,156 -20%
SWP
108
Stratos Wealth Partners
Ohio
$543K -$2.2M -18,398 -81%
EA
109
Eudaimonia Advisors
Tennessee
$534K +$515K +4,303 New
NFC
110
Northeast Financial Consultants
Connecticut
$528K – – –
Creative Planning
111
Creative Planning
Kansas
$527K -$5.03K -42 -1%
Citigroup
112
Citigroup
New York
$517K -$309K -2,581 -38%
PPG
113
Peak Planning Group
Colorado
$496K -$1.2K -10 -0.2%
FHA
114
Flagship Harbor Advisors
Massachusetts
$494K +$476K +3,975 New
PWA
115
PCG Wealth Advisors
Kansas
$491K +$474K +3,957 New
IA
116
Insight Advisors
Pennsylvania
$469K +$76.2K +637 +20%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$468K +$451K +3,769 New
CF
118
Centaurus Financial
California
$456K +$4.55K +38 +1%
LIM
119
Leavell Investment Management
Alabama
$453K – – –
RFWA
120
RPg Family Wealth Advisory
Massachusetts
$436K – – –
SB
121
Strategic Blueprint
Georgia
$435K +$419K +3,500 New
AWM
122
AE Wealth Management
Kansas
$433K +$125K +1,044 +43%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$409K +$215K +1,800 +120%
SWMP
124
Signature Wealth Management Partners
New Jersey
$407K – – –
AF
125
Allworth Financial
California
$405K +$240K +2,007 +160%
3 4
5
6 7

FXH Hedge Fund Activity: Q4 2021 in Review

239 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Health Care AlphaDEX Fund (FXH) for Q4 2021, worth a combined $791M — down 0.41% from $795M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FXH positions and 24 closed out — a net gain of 29 holders — while 55 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.81M. The largest seller was Wells Fargo, cutting an estimated $10.8M.

  • 239 institutional investors held First Trust Health Care AlphaDEX Fund (FXH) as of Q4 2021, up from 216 in Q3 2021.
  • Funds reported $791M of First Trust Health Care AlphaDEX Fund stock for Q4 2021, down 0.41% quarter-over-quarter.
  • 53 funds opened new First Trust Health Care AlphaDEX Fund positions in Q4 2021 and 24 closed out, a net change of +29 holders.
  • The largest First Trust Health Care AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $9.81M added.
  • The largest First Trust Health Care AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.